Orders

Orders are created as Web Orders in your CRM. As default the name of the Web Order contains the date and the product with the highest price: PO-yyyy-mm-dd (highest priced product).

Change Order name

Create Auto Number field

1. Go to: Setup → Object Manager → Web Orders → Fields & Relationships
2. Click New and a create 'Auto Number' field in desired format

Create Process Builder

1. Go to: Setup → Process Builder
2. Click New and fill in required fields, the process starts on record change
3. Select Web Order as Object and select 'When a record is created or edited'
4. Create Criteria that updates on 'No criteria'
5. Create Action type Update Records and choose 'Select the ordercentral__Web_Order__c record that started your process'
6. Select the field 'Name' and update by Field Reference with the created Auto Number field
7. Activate the process