Salesforce Order Management
Salesforce Order Management is an add-on that provides advanced order management capabilities to Salesforce.
With the Order Management app:
- Customers can submit orders from any commerce channel and then track and manage their orders throughout the order lifecycle.
- Merchants can manage order fulfillment, shipping, payment capture, invoicing, and service using integrated and customizable business processes and workflows.
- Service agents can access a master repository of all order-related information, see a global view of the entire order lifecycle, and process cancellations, returns, exchanges, reshipments, refunds, and discounts.
Licenses
Salesforce Order Management is based on "Income" (No User license).
The licensing model is based on permission set licenses. When a permission set is assigned to the user, the permission set license is consumed.
- Lightning Order Management User
| Features | Order Management - Order Visibility | Order Management - Growth |
|---|---|---|
| Complete Lifecycle Management | ❌ | ✅ |
| Payment | ❌ | ✅ |
| Invoicing | ❌ | ✅ |
| Cancellation Return | ❌ | ✅ |
Documentation
Data Model
Reporting
Salesforce Order Management uses the Summary object to store all important information related to specific data, improving the reporting capabilities of the system and providing a single view of all key information.
- Order Summary
- Order Payment Summary