Create Unmanaged Order Summaries

To directly create an Order Summary record, you must create an activated order record and generate an order summary from it.

Creating an order summary is a three-step process:

  1. Import a draft order into Salesforce.

  2. Activate the order.

  3. Create an order summary in one of four ways.

    1. Use the Order Summaries Rest API to create an OrderSummary record based on an order.

    2. Use the OrderSummaryCreation Apex class.

    3. Use Process Builder to call an invocable action when an order is activated.

    4. Use a flow that runs when an order is activated and a SalesStoreId is provided.