Split Quotes into Multiple Orders with Advanced Order Creation
Bishwendra Singh
Splitting one quote into multiple orders helps you ship hardware now and provision services later, or fulfill different locations without re‑quoting. With advanced order creation in Agentforce Revenue Management (Revenue Cloud Advanced), you can automate or manually control how quotes become orders. In this article, we will discuss how to Split Quotes into Multiple Orders without adding operational complexity, how to set it up in Salesforce, and practical tips to avoid order proliferation.
1. Why Split Quotes into Multiple Orders?
Conventional one-to-one quote‑to‑order logic sometimes fails to meet complex business needs such as.
Fulfill hardware now, Services later
Often, physical goods are needed right away, while related services such as installation, support, or training are scheduled for later. By splitting one quote into multiple orders, the hardware order can be fulfilled and shipped immediately, while the services order stays queued until the agreed activation date. This prevents premature invoicing of services and keeps revenue recognition aligned with actual delivery.
Multi-location shipments
Enterprises frequently place a single quote covering multiple offices, plants, or customer locations. Instead of manually creating duplicate quotes for each address, advanced order creation lets you split one quote into separate orders per location. Each order carries the correct shipping details and fulfillment instructions, reducing errors and ensuring that every site gets precisely what it needs without delay.
Different billing or activation dates
Some products in a quote need to be billed at once, while others follow staggered subscription start dates. Splitting the quote allows finance teams to align each order with the proper billing cycle or activation date. For example, software licenses might activate immediately, while extended warranty coverage begins only after hardware delivery. This level of control leads to cleaner invoicing and more accurate forecasting.
Distinct fulfillment systems and teams
A single quote can cover items fulfilled from multiple ERP systems by different teams. Splitting into multiple orders ensures that each fulfillment system receives only the lines relevant to it. This improves accountability, avoids cross-team confusion, and accelerates overall order processing by letting parallel workstreams operate without dependency bottlenecks.
2. How to set up Advanced Order Creation to Split Quotes into Multiple Orders?
Before you Split Quotes into Multiple Orders, confirm that Advanced Order Creation is enabled and the flow is connected.
Enable Advanced Order Creation
Step 1. From Setup, navigate to Revenue Settings
Step 2. Check the “Advanced Order Creation From Quote” checkbox. This updates the standard behavior of the ‘Create Order’ button on quotes.
Set Up Flow for Creating Orders from Quotes
Step 1. From Setup, navigate to Flows
Step 2. Open “Create Orders From Quote” flow template. This template is provided out of the box (OOTB) as part of Revenue Cloud Advanced.
Step 3. Click the “Save As New Flow” button to create a flow using this template as a starting point. Enter the ‘Flow Label’ and ‘Flow API Name’. Copy the Flow API Name, as we will need it in the next step. Click “Save”.
Step 4. From Setup, navigate to Revenue Settings
Step 5. Under “Set Up Flow for Creating Orders from Quotes”, paste the flow API Name. Click ‘Save’
3. Fundamentals of Advanced Order Creation
Order Creation Methods
There are three methods currently supported by Revenue Cloud Advanced as of the Winter ‘26 release that you can use to Split Quotes into Multiple Orders, depending on your grouping and field logic. These are as follows:
- Create Single Order
- Create Order By Group
- Create Order By Field
Create Single Order
Use this when you don’t need splits; it creates a single order for the quote. Converting all quote lines into order lines under that single order.
Create Order By Group
This order creation method is available only when a quote contains one or more quote line groups. It creates one order for each quote line group present in the quote. Using the elegant approach of organizing quote lines into Quote Line Groups, for example, grouping “Office A” vs. “Office B” items or for splitting quotes by delivery location or functional category, a single quote can be converted into multiple orders automatically, resulting in reduced manual intervention, operational accuracy & efficiency.
When orders are created using this method, the quote line groups are also converted to order line groups.
Create Order By Field
Sometimes grouping isn’t enough, or you want the order splitting based on quote line parameters like product family, department, or service type. Here, a standard or custom quote line field can guide automatic splitting.
Available Split Fields
For the ‘Create Order By Field’ order creation method, the following standard quote line fields are available as split fields out of the box (OOTB).
| Field Label | Field API Name | Data Type |
| Automatically Renew | DoesAutomaticallyRenew | Checkbox |
| Billing Frequency | BillingFrequency | Picklist |
| Billing Treatment | BillingTreatmentId | Lookup(Billing Treatment) |
| Custom Product Name | CustomProductName | Text(255) |
| Date | ServiceDate | Date |
| Effective Grant Date | EffectiveGrantDate | Date |
| End Date | EndDate | Date |
| Legal Entity | LegalEntityId | Lookup(Legal Entity) |
| Period Boundary | PeriodBoundary | Picklist |
| Period Boundary Day | PeriodBoundaryDay | Number(9, 0) |
| Period Boundary Start Month | PeriodBoundaryStartMonth | Picklist |
| Price Book Entry | PriceBookEntryId | Lookup(Price Book Entry) |
| Price Revision Policy | PriceRevisionPolicyId | Lookup(Price Revision Policy) |
| Pricing Term Unit | PricingTermUnit | Picklist |
| Product | Product2Id | Lookup(Product) |
| Product Instance Identifier | ProductInstanceIdentifier | Text(255) |
| Product Name | RLM_ProductName__c | Formula (Text) |
| Proration Policy | ProrationPolicyId | Lookup(Proration Policy) |
| Product Selling Model | ProductSellingModelId | Lookup(Product Selling Model) |
| Quantity Unit of Measure | QuantityUnitOfMeasureId | Lookup(Unit of Measure) |
| Quote Action | QuoteActionId | Lookup(Quote Action) |
| Recipient Scaled Quantity | RecipientScaledQuantity | Number(9, 0) |
| Selling Model Type | SellingModelType | Picklist |
| Start Date | StartDate | Date |
| Subscription Term | SubscriptionTerm | Number(9, 0) |
| Subscription Term Unit | SubscriptionTermUnit | Picklist |
| Tax Treatment | TaxTreatmentId | Lookup(Tax Treatment) |
Apart from the standard fields, the following types of custom fields can be added to the quote line object to be used as splitting fields.
- Lookup
- Text
- Formula(Text)
- Checkbox
- Picklist
- Date
4. How to update the Order Creation Method and Available Split Fields?
Step 1. From Setup, navigate to Flows
Step 2. Open the Create Orders from Quote flow that you have saved previously.
Step 3. Open the ‘Create Orders Screen’ screen component in the flow.
Step 4. Select the ‘Create Orders From Quote Method Selector’ component
Step 5. Update Order Creation Methods from the properties pane on the right-hand side.
Step 6. Update Available Split Fields from the properties pane on the right-hand side.
5. Now it’s time to test
Step 1. Create a new quote and add multiple products to it.
Step 2. Click on the ‘Create Order’ button to open the order creation dialog.
Step 3. Try each method (Single, By Group, By Field) to confirm expected splits.
6. Best practices to avoid order proliferation when you Split Quotes into Multiple Orders
When you Split Quotes into Multiple Orders, it’s essential to keep the number of split drivers intentional. Too many drivers or overly granular logic can cause unnecessary order proliferation. To avoid this, review which fields truly need to drive splitting, consolidate similar values where possible, and remove blank values. Curating your split fields carefully ensures cleaner order structures, faster fulfillment, and simpler invoicing.
7. Conclusion
Splitting a quote into multiple orders is a strategic design lever for delivering exactly what customers need, when and where they want it. Whether the requirement is to stagger fulfillment, serve disparate locations, or manage product lines differently, Salesforce Revenue Cloud Advanced equips you with both automatic and manual controls to achieve the same.
FAQs
1. What happens to bundled products when splitting quotes?
Bundles remain intact; child components cannot be separated.
2. Can I split quantities of a single line across orders?
Not currently in Winter ’26. Use separate quote lines for staged deliveries.
3. Is it possible to automate splitting for a specific field like “Region”?
Absolutely, add the Region field on Quote Line and add it to the available split fields property in the ‘Create Orders From Quote Method Selector’ component in the flow. RCA will auto‑split by region value per quote line.
Further reading
Ready to actualize split‑quote strategies in your org? Reomagin’s Revenue Cloud experts are here to help. Reach out to explore how we can fine‑tune your quote‑to‑cash pipeline for greater efficiency and client satisfaction.