Creating Orders in Salesforce

VIDEO TRANSCRIPT | Recorded: 2025-07-15 | Verify against current system state

Abstract¶

Partial recording showing initial steps for creating a manual order in Salesforce. Demonstrates creating a new person account first (using ampuat.com email for testing so emails reach the team), adding a required address using the autocomplete feature, and optionally creating a customer user before proceeding with the order.

Key Procedures¶

• Create new person account before manual order
• Use ampuat.com email address for testing (emails visible to team)
• Demographics data not required
• Address is required - use autocomplete by typing numbers
• Phone number not required
• Click "Create Customer User" after account creation (optional per I2C)

Notable Statements¶

• 0:00:25 "I always use the ampuat.com email address because those get sent to all of us."
• 0:00:40 "You do not have to put in the demographics data."
• 0:00:46 "You do need an address."
• 0:01:04 "I normally select create customer user. I2C says that this is not necessary."

Systems & Configurations¶

Systems Mentioned¶

• Salesforce (account creation, order processing)

Specific Configurations¶

Credentials/Access Mentioned¶

• Salesforce access for order creation

Errors & Troubleshooting¶

• Issue: VPN disconnection during recording
• Cause: VPN reconnecting
• Resolution: Restart demonstration
• Timestamp: 0:01:25

Transcript Gaps & Quality Notes¶

• Recording appears incomplete/cut off
• VPN disconnection interrupted demonstration
• Limited content - only account creation steps captured
• Order creation portion not included in transcript