Manual Order (Built In) Creation Process

Document Purpose

This document provides step-by-step instructions for the manual creation of “Orders (Built In)” within Salesforce Lightning. This process replaces the previous Shopify-based Splicecom ordering workflow. The change follows the acquisition of Splicecom and ensures all Splicecom-related orders are now managed directly within Salesforce.

Scope

This procedure applies to all Agents responsible for creating Splicecom-related orders within Salesforce. It covers the full process from initiating a new order through to saving it in “Draft” and finalizing it as “New”.

Audience

This document is intended for Sales Agents and Sales Operations staff who have been authorised and trained to create and manage Orders (Built In) records within Salesforce Lightning.

Pre-Requisites

Before executing this process, ensure the following conditions are met:

Access & Permissions

The Agent must have:

Authorisation from their Line Manager to create Orders (Built In).

The correct Salesforce permission set(s) assigned to their user profile.

Access must be verified by the Salesforce Administrator.

Training

The Agent must have completed the internal training module titled “Salesforce Orders (Built In) Process Training” or equivalent.

System Access

The Agent must be logged into Salesforce Lightning Experience.

When to Execute This Process

Use this process whenever a Splicecom order needs to be created manually within Salesforce, replacing the legacy Shopify process.

Step-by-Step Process

1. Accessing Orders (Built In)

Log in to Salesforce Lightning.

From any page, click the App Launcher (grid icon) in the upper-left corner.

In the search bar, type “Orders (Built In)”.

Select Orders (Built In) from the results.
→ This opens the Orders (Built In) list view page showing recently viewed orders.

2. Creating a New Order

8. Click the “New Order” button at the top right of the list view.
9. Complete the order details as follows:

10. Review all entered information carefully.
11. Click Save.
    → The Order is saved in Draft status and the Agent is redirected to the Order Detail page.

3. Adding Products to the Order

From the Order Detail page, click the Related tab.

Locate the Order Products related list and click Add Products.

If prompted to select a Price Book, choose Direct and click Save.

Use the Product Search interface to find and select products:

Type part of the product name in the search bar.

Click a suggested product to add it, or press Enter to perform a full search.

In the search results, select all relevant products.

Click Next to continue.

On the Edit Selected Products screen:

For each product line, confirm and adjust:

Quantity

Unit Price

Discount (if applicable)

Description (if applicable)

Once all items are correct, click Save.
→ The Agent returns to the Order Related tab, where the newly added products appear in the Order Products list.

4. Finalising the Order

Review the Order Details and Order Products for accuracy.

Navigate back to the Details tab.

Update the Status field from Draft to New.

Click Save.

The Order is now ready for the next stage of processing as per the standard Order workflow.

Error Handling and Troubleshooting

Post-Process

Once the order status has been updated to New, the standard Salesforce Order workflow continues automatically. No additional manual actions are required unless instructed by a Line Manager or the Operations Team.

Examples

Example of Description

Note: Please start billing from 1st Aug 2025

Products to be used

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