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Salesforce Order Administration: Every little thing to Know


Image this buyer journey at your on-line retailer:

It’s a good looking Saturday morning and Sharon sees that her favourite pair of sneakers is out there at a improbable 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 glad with the match. She chats with a bot and locations a return request and a separate order for a unique 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 glad.

All this occurs seamlessly, and your buyer by no means must step out of her home. How does this complicated course of from order placement to supply occur so easily? Salesforce Order Administration is the instrument 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 phases of an order from cart to supply and even post-delivery steps like change or return-and-refund. SF OMS is a fancy course of involving a number of ecommerce programs.

For example, Salesforce Order Administration would possibly 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 enterprise.

  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 nicely 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 may implement enterprise logic with the Salesforce clicks-not-code philosophy utilizing course of builders and flows. In case your group requires intensive customizations, you may implement these by leveraging Apex codes and Lightning Internet Parts.
  4. Simple integration with totally different programs: You’ll be able to combine Salesforce OMS with different programs like accounting software program, ERP, and fee programs 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 comfortable working in SF OMS, and glad customer support brokers equal glad prospects.

Setting Up Salesforce Order Administration

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

 

Step 1: Getting ready the Org for Salesforce Order Administration

First put together the Salesforce org:

  • Allow Lightning Expertise (Salesforce Traditional just isn’t supported).
  • Determine the way to symbolize particular person consumers. You’ll select both Individuals Accounts or Normal Accounts with Contacts.

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