Configure B2B Checkout Flows to Create Managed Order Summaries

Configure your B2B checkout flow to integrate Salesforce Order Management.

Before using Salesforce Order Management, you must purchase a license and enable it for your org.

  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.

  2. Click your checkout flow.

  3. In Flow Builder, double-click the Activate Order action.

    Acivate order action in Flow Builder

  4. If the Order Life Cycle Type field is not visible in the β€œActivate Order” action, toggle the Don’t Includecontrol to display it.

    Enter Managed as the OrderLife Cycle Type variable.

  5. In the Order Life Cycle Type input field, enter MANAGED.

    Enter Managed as the OrderLife Cycle Type variable.

  6. Click Done.

  7. In Flow Builder, click Save.