Written By Poonam ChandersyTechnical Content Writer
Salesforce Order Management (SF OMS) is a central hub that helps businesses fulfill, manage, and service orders at scale. The tool tracks the stages of an order from cart to delivery and includes post-delivery steps such as replacing or return-and-refunding of orders. While it may come across as a complex process involving multiple eCommerce systems, it has the ability to tie together the accounting system, ERP, payments, warehouse management, and logistics – all into one platform.
Salesforce’s Order Management System enables businesses to make their selling process more efficient and improve the overall customer experience. This blog will highlight tips and best practices and explain how to automate this Order Management System.
There are several advantages of using Salesforce Order Management; they include:
Setting up Salesforce Order Management requires the business first to prepare their Salesforce org. Then, we can take an example of integrating the Order Management System with the Salesforce B2C commerce storefront.
Prepare the Salesforce org:
Set up the delivery methods in Salesforce Order Management System that correspond to the appropriate delivery methods on the storefront. It counts delivery charges as products; therefore, one order delivery method record is created for each delivery method, along with one or more product records.
However, on the Salesforce Commerce Cloud storefront, the integration automatically takes care of creating these records. For other storefronts, organizations need to implement the process to handle delivery-related charges.
Salesforce Customer Support must be contacted to create a support case and integrate the Salesforce B2C commerce storefront with Order Management. The implementation process cannot move to the next stage until Salesforce Customer Support performs this task.
Configure the field-level security for Salesforce Order Management, including access to view and edit the fields, access the Order Management app, permission sets, and record-level access.
Salesforce Order Management also provides some out-of-the-box flows to help automate specific processes. Using Salesforce Flows, businesses can customize their flows from the templates or create them from scratch. In addition, Salesforce provides sufficient resources to help customize the Order Management System for the organization’s needs.
The last step is to get production-ready and enable the Salesforce Order Management for all users who manage the orders.
With that, businesses are ready to manage their storefront orders using Salesforce’s Order Management System.
Below are some of the best practices businesses must follow to get the best out of Salesforce’s Order Management System:
Before implementing Salesforce Order Management, it is good to analyze the organization’s internal order management process to look for areas of improvement. Salesforce’s OMS relies on industry best practices, so analyzing the business processes is crucial before managing them on the Order Management System. For customizations to Salesforce’s Order Manager System, give preferences to process builders and flows, along with other click-based customizations. Once all the avenues have been explored and exhausted, then only organizations should rely on code-based customizations.
For any successful implementation, it is essential to team up with a qualified implementation partner with a proven track record of successful implementations. In addition, organizations should note that an improper implementation takes a fair amount of effort and work to rectify.
Discover our quick launch packages that provide organizations with a solid foundation for a Salesforce OMS Implementation, such as detailed design, development, testing, and deployment. The packages ensure the project team has a clear understanding of the client's needs and how Salesforce OMS can address them effectively.
Royal Cyber, a Salesforce Silver Consulting Partner, understands the importance of leveraging Salesforce’s Order Management System and how it can help accelerate an eCommerce business. Contact us and learn how our certified Salesforce experts can help you implement and execute this service to ensure increased customer satisfaction and lead conversions.