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Order Management for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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Order Management for Salesforce

Order Management for Users

Activating an Order

An order in Draft, Pending, Confirmed, or Fulfilled, status can be activated using the Activate button in the Actions panel. The Actions panel is available on Order Details page.

Upon activation, the system updates the order and its associated order line items to Activated status and populates the Ready for Activation Date on both records.

  1. Navigate to the Order Details page.
  2. Click Actions to open the Actions panel.
  3. Click Activate.
    The Activate Order page opens showing a header summary bar, Ready for Activation Date field, Cancel and Activate buttons, and list of order line items underneath that order.
    Note:
    • By default, the Activate Entire Order toggle is enabled. Disable this toggle to activate specific order line item (OLI). When disabled, checkboxes appear next to each OLI, enabling you to select the required items and activate them.
    • The OLI list shows all order line items that qualify for activation.
  4. Enter Ready for Activation Date.
  5. Click Activate.
    The Order has been activated is shown in a light green banner with a check mark.
The order is activated, you are redirected to the Order Details page. The workflow status is updated to Activated and displayed in light green next to the original order number on the top of the page. In the status bar, the Activated chevron is filled in dark navy blue, indicating the current stage. The system also populates the Ready for Activation Date field with the activation date.For more information about these fields and statuses, see Order Overview.
Conga

June 11, 2026