Northern Trail Outfitters (NTO) wants to start tracking orders in Sales Cloud and has hired a consultant for implementation.
Orders and Contracts Relationship:
Order Management: In Salesforce, orders are typically associated with contracts to represent agreed-upon terms between the company and the customer.
Required Fields: The Contract Number field becomes required on the Order page layout when certain conditions are met, such as when the order is related to a contract.
Implementation Considerations:
Ensure Data Integrity: Having the Contract Number as a required field helps maintain accurate records linking orders to their respective contracts.
Page Layout Configuration: The consultant must ensure that the Order page layout includes all necessary fields and that required fields are appropriately configured.
Why This Matters:
Legal and Compliance: Associating orders with contracts ensures that all orders are backed by legal agreements.
Process Alignment: Aligns the order tracking process with NTO's business practices and Salesforce's data model.
Why Other Options Are Less Accurate:
Option B: Once an order is activated, order line items cannot be added or removed. This is to maintain the integrity of the order.
Option C: Orders can only be activated if the associated contract is active. Orders cannot be activated for inactive contracts.
Salesforce Sales Cloud Reference:
Orders Overview: Salesforce Help - Orders
Activating Orders: Salesforce Help - Activate Orders
Required Fields on Orders: Documentation specifies that certain fields, like Contract Number, may be required depending on configuration.
By acknowledging that Contract Number is a required field on the Order page layout, the consultant ensures that NTO's implementation of sales orders aligns with Salesforce best practices and data requirements.