Definition
A Salesforce object that represents a confirmed purchase or request from a customer, containing order products (line items), status tracking, and associations to accounts and contracts for fulfillment management.
Real-World Example
a sales operations lead at Cobalt Ventures recently implemented Order to streamline deal management from prospecting through close. With Order properly set up, sales managers can identify bottlenecks in the pipeline, coach reps on stalled deals, and allocate resources to the highest-potential opportunities.
Why Order Matters
An Order in Salesforce is an object that represents a confirmed purchase or request from a customer, containing order products (line items), status tracking, and associations to accounts and contracts for fulfillment management. Orders are created when an opportunity converts to a confirmed sale, capturing what was ordered, who ordered it, the contract terms, and the fulfillment status as the order moves toward delivery.
Orders are part of the broader quote-to-cash flow in Salesforce: Quote -> Contract -> Order -> Invoice -> Payment. They're the bridge between the sales motion (which produces quotes and contracts) and the fulfillment motion (which produces invoices and delivers value). For organizations using Salesforce CPQ or Revenue Cloud, orders are central to the post-sale workflow. Without these products, orders are still available as standard objects but with less integrated functionality compared to Salesforce's native quote-to-cash products.
How Organizations Use Order
- •NovaScale — Uses Orders in their quote-to-cash flow, with orders generated from contracted quotes and tracked through fulfillment.
- •Cobalt Ventures — Tracks order status through fulfillment, with integration to their warehouse management system for shipment updates.
- •TerraForm Tech — Built order automation that creates Salesforce Orders automatically when CPQ contracts are signed.