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v3 SFDC Flow templates for Order Create

Learn more about the "Opportunity to Order Create" flow template provided with the Salesforce Manage Package for Ambassador.

The "Opportunity to Order Create" flow template in Salesforce is provided by the Ambassador Managed Package. You can change the triggered object in the Start element to any standard or custom object as needed. 

What it does:

When an Opportunity has a Referring Shortcode, it creates an Ambassador Order via API using details from the Opportunity, its Account, and its primary Contact. It can also send optional custom values.

When it runs:

On Opportunity create or update where Short_Code__c is populated.

How you can customize:

  • Add more start criteria (e.g., amount thresholds, stage filters).

  • Open the Apex Action and add/remove fields you want to send.

  • Map any additional Opportunity/Account/Contact fields as needed.

    • The SFDC object stage/status (e.g. Opportunity Closed Won) should be mapped to the Order External Status (GetAmbassadorOrdercExternal_Status_c).

    • The SFDC object ID (ex. opportunity id) should be mapped to Order External ID (GetAmbassadorOrdercExternal_Id_c)

    • The Opportunity revenue should be mapped to Order Revenue Amount (GetAmbassadorOrdercRevenue_Amount_c)  

    • You can choose to create Order meta data fields in Ambassador to map additional data from Salesforce to the Order in Ambassador.

  • Optionally use the included custom fields (custom1–custom10) to map for extra data to the referred contact fields.

Summary of elements:

  • Start (Opportunity after save): Triggers when Short_Code__c is populated; runs asynchronously.

  • Get_Company (record lookup): Finds the active Company__c; feeds its ID forward.

  • Get_Primary_Contact (record lookup): Gets a Contact related to the Opportunity’s AccountId; supplies customer info.

  • Create_Order_Via_API (Apex Action CreateOrderAction): Creates the Ambassador Order using company, customer, order, address, status, shortcode, and optional custom1–custom10.