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Salesforce Order Administration: Every thing to Know

Image this buyer journey at your on-line retailer:

It’s an attractive Saturday morning and Sharon sees that her favourite pair of sneakers is obtainable at a implausible low cost. She rapidly clicks the buy-now button. She makes the fee and receives an order quantity. The subsequent day, the sneakers arrive at her doorstep.

Nevertheless, she’s not happy with the match. She chats with a bot and locations a return request and a separate order for a special pair of sneakers. Your organization provides her the identical cope with the brand new sneakers in a greater measurement. She returns the previous pair, will get the brand new ones, and now your buyer is comfortable.

All this occurs seamlessly, and your buyer by no means must step out of her home. How does this advanced course of from order placement to supply occur so easily? Salesforce Order Administration is the device that makes it occur.


What’s Salesforce Order Administration?

Salesforce Order Administration (SF OMS) is an app that helps firms fulfill, handle, and repair orders at scale. It tracks the levels of an order from cart to supply and even post-delivery steps like substitute or return-and-refund. SF OMS is a fancy course of involving a number of ecommerce techniques.

As an example, Salesforce Order Administration may tie collectively your accounting system, ERP, fee, warehouse administration, and logistics into one single platform.

Benefits of Utilizing Salesforce Order Administration

There are a number of advantages of utilizing Salesforce Order Administration in your small business.

  1. Excessive on efficiency and reliability: The SF OMS system is a extremely dependable and performance-oriented app that’s a part of the reliable, sturdy Salesforce ecosystem.
  2. Nicely Built-in with the bigger Salesforce ecosystem: SF OMS is effectively built-in with Salesforce B2C Commerce, B2B Commerce, and Service Cloud out of the field. In case your group is utilizing these merchandise, SF OMS matches in with the Salesforce buyer 360 imaginative and prescient.
  3. Ease of use: For the reason that Order Administration app is constructed on the Salesforce platform, you’ll be able to implement enterprise logic with the Salesforce clicks-not-code philosophy utilizing course of builders and flows. In case your group requires intensive customizations, you’ll be able to implement these by leveraging Apex codes and Lightning Internet Parts.
  4. Straightforward integration with totally different techniques: You’ll be able to combine Salesforce OMS with different techniques like accounting software program, ERP, and fee techniques utilizing scalable and dependable APIs.
  5. Smooth UI: Salesforce Order Administration makes use of the acquainted Salesforce lightning UI. Salesforce service cloud customers will really feel relaxed working in SF OMS, and comfortable customer support brokers equal comfortable prospects.

Setting Up Salesforce Order Administration

To arrange Salesforce Order Administration, you’ll first want to organize your Salesforce org. For this instance, we’ll assume you’re integrating SF OMS with the Salesforce B2C commerce storefront.


Step 1: Making ready the Org for Salesforce Order Administration

First put together the Salesforce org:

  • Allow Lightning Expertise (Salesforce Traditional will not be supported).
  • Determine how you can symbolize particular person buyers. You’ll select both Individuals Accounts or Customary Accounts with Contacts.

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