Orders should have a lookup to the contract populated - Ideas - Salesforce Trailblazer Community

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Orders should have a lookup to the contract populated

Salesforce CPQ

With Salesforce CPQ, it is very common for Contracts to be created from the Order object, but there are no lookups popualted to link these records directly together without going through the line level records, which is difficult to use for UI navigation and reporting.

Salesforce CPQ should create a custom field on the Order named SBQQ__Contract__c, which should be populated in the following situations:
1. After the contract is initially created, the lookup should be populated
2. For amendments, this should be populated on order activation (or possibly order creation)

 

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