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Order Management for Salesforce

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Order Management for Salesforce

Order Management for Users

Use Case: Automatic Subscription Rollover

Business Context: Automatic subscription rollover is a process where, at the end of a subscription term, the system automatically renews the subscription for the customer — without requiring manual intervention from sales, support, or the customer themselves. This is especially relevant for SaaS, digital services, and any recurring-revenue business model.

Description: This use case describes how to create a Workflow Ruleset to handle automatic subscription rollover for in-flight order changes.

Prerequisite: In-Flight Order Changes and Cancellation must be configured in Order Management Settings. Refer to the Order Management for Administrators for more information.

You are tasked with modifying an in-flight order for subscription products. The product originally sold from January 1st to December 31st at a $1200 price point for a quantity of 10. However, fulfillment order the order is complete on January 31st. You need the subscription term to roll over, meaning that the order must be automatically modified to start on February 1st and end on January 31st the next year.

To create the Order Workflow Ruleset

  1. Click All Tabs () > Order Workflow Rulesets > New (in Salesforce Lightning, go to App Launcher > Order Workflow Rulesets > New).
    The New Order Workflow Ruleset page is displayed.
  2. Enter "Autoroll" as the Ruleset Name.
  3. Click the Type drop-down and select API Execution.
  4. Enter "1" for the Sequence.
  5. From the Business Context Type drop-down, select Order.
  6. Click the Trigger Context Type drop-down and select Order.
  7. Select the Active check box.
  8. Click Save.
    The ruleset is created.

To create the Order Workflow Rule

To create the Order Workflow Rule:

  1. Click New Order Workflow Rule from the Order Workflow Ruleset page.
    The New Order Workflow Rule page is displayed.
  2. Enter "1" for the Sequence.
  3. Click the Action drop-down and select Amend and Accept Order.
  4. Enter "Auto Rollover Subscription on Fulfillment" in the Description field.
  5. Click the lookup icon and select the Autoroll ruleset you created in the first task.
  6. Click Save.

To create the Order Workflow Rule Entry and define criteria

To create the Order Workflow Rule Entry and define criteria:

  1. Click New Order Workflow Rule Entry from the Order Workflow Rule page.
    The New Order Workflow Rule Entry page is displayed.
  2. Enter "1" for the Sequence value.
  3. Click the Context Type drop-down and select Order Line Item.
  4. Click the Action drop-down and select Amend Order Items.
  5. Click Save.
  6. From the Order Workflow Rule Entry page, click Item Criteria.
    The Order Workflow Rule Entry Edit page for Criteria Edit is displayed.
  7. Click Edit.
    The Criteria Edit page is displayed.
  8. Click the Field drop-down and select Status.
  9. Click the Operator drop-down and select equal to.
  10. Enter "Fulfilled" for the Value.
  11. Click OK to save the Item Criteria and return to the Order Workflow Rule Entry page.

To define input for the Order Workflow Rule Entry

For the input, perform the following tasks to shift the start date by a fixed number of days while keeping the end date the same.

  1. From the Order Workflow Rule Entry page, click Item Input.
    The Order Workflow Rule Entry Edit page for Input Edit is displayed.
  2. Click Edit.
    The Input Edit page is displayed.
  3. Click the Field drop-down and select Start Date.
  4. Click the Operator drop-down and select equal to.
  5. Click the Map To drop-down and select Function.
  6. Click the drop-down to the right of Map To and select Today.
  7. Click the Add Row () icon to add another line.
  8. On the new row, click the Field drop-down and select End Date.
  9. Click the Operator drop-down and select equal to.
  10. Leave the Map To value as --None-- and leave the Value field blank.
  11. Click OK.
  • The "Auto Roll" Order Workflow Ruleset is created.
  • The corresponding rule and rule entry is created. Criteria and inputs are specified to ensure that when a subscription order line item is fulfilled, the start term is modified to automatically rollover the subscription term without changing the end date.
User Guide
Order Management

June 11, 2026