Everything About Salesforce Order Management System  

What Is Salesforce Order Management System?

Salesforce Order Management or SF OMS is the primary platform that enables business houses to manage, fulfill, and provide service orders at a large scale. The tool is useful for eCommerce websites to track and monitor the different stages of an order from the cart to delivery. It also includes post-delivery services such as providing a replacement, returning, and refunding the orders if any customer faces any issue.

All of it might sound overwhelming, confusing, and a complicated procedure involving multiple e-commerce systems. It was appropriately programmed to bring together accounting systems, ERP, payments, warehouse management, and logistics- all under one roof!

Salesforce Order Management Systems also allows organizations to make optimize their selling procedure, ease it, make it more efficient, and smoothen the overall customer experience for both ends. Today’s article is a guide to salesforce order management. We are going to find out more about the tips and the best trick to understanding how to run and use this order management system to the last drop in order to provide a seamless experience to the customers.

Best Practices for Salesforce Order Management

The following are some of the best practices that businesses should adhere to in order to get the most out of Salesforce’s Order Management System:

Before implementing SOM, it is good to analyze the organization’s internal order management process in order to identify areas that can be improved before implementing Salesforce Order Management. It is crucial before using Salesforce’s Order Management System, which is based on industry best practices, to analyze the business processes in order to maximize the effectiveness of the system before implementing them.

In order to customize Salesforce’s Order Manager System, you can add preferences to process builders and flows, along with other click-base customizations. The only way for an organization to be able to customize a system would be to use code-based customizations after every avenue has been explored and exhausted.

To ensure a successful implementation, it is vital that you engage the services of a qualified implementation partner with a proven track record of delivering successful implementations in order to ensure success. In addition, organizations should take note that correcting an improper implementation requires a fair amount of effort and work on the part of the organization.

How Can OMS Provide A Better Customer Experience?

OMS or Order Management System can provide a better customer experience by streamlining the entire order process.

#1. Customers Can Place Orders Easily:

A good OMS enables customers to place orders easily, monitor the status of their orders, and receive timely updates on any delays or issues. It also allows customers to select from a range of shipping and delivery options to suit their preferences. 

#2. Businesses Can Ensure Whether The Orders Are Fulfilled:

In addition, an OMS can help businesses track inventory levels in real-time. Moreover, businesses can ensure whether the order fulfillment is correct or not. This levels up transparency and also improves the customer experience by enhancing the company’s reputation and also gains customer loyalty. 

#3. Businesses Can Understand Customer Preferences:

Moreover, a well-integrated OMS can personalize the customer experience by collecting valuable customer data and insights, allowing businesses to understand their customers’ needs and preferences. 

This information can help businesses offer tailored recommendations, promotions, and support, ultimately enhancing the customer experience and driving loyalty. 

Advantages Of Salesforce Order Management

Salesforce Order Management provides many benefits to businesses. Order management depends on a proper centralized system and an effective order management system can help the product reach safely to the customer’s doorstep.    

#1. Can Streamline Order Management Process:

One of the significant advantages is that it can help automate and streamline the order management process, improving efficiency and reducing errors. It is extremely helpful if your company is doing b2b commerce sales. 

#2. Businesses Can Manage Orders From Multiple Channels:

With Salesforce Order Management, businesses can process orders and manage sales orders from multiple channels. This includes online, phone, and in-person transactions too. This allows for a more comprehensive view of the customer, inventory, and order data. Not just that the sales channel can check the order status. Moreover the order management system is also there in the payment processing process. 

#3. Helps In Managing Pricing:

The platform enables businesses to manage pricing and discounts, handle returns and cancellations, and track shipments and delivery. The order management system helps businesses to manage orders throughout the order lifecycle.  

#4. Helps To Avoid Stock-outs:

SOM also offers real-time inventory visibility, helping companies avoid stock-outs and ensuring that they have enough inventory to fulfill orders. This in turn improves the workflow and CRM.  

With these features, companies can provide a more seamless customer experience, increase sales and revenue, and improve operational efficiencies. Overall, SOM is a valuable tool for businesses looking to optimize their order management processes and enhance their customer service. 

Disadvantages Of Salesforce Order Management

Though there are many advantages of salesforce order management, there are many disadvantages too. The disadvantages of salesforce order management are as follow: 

#1. Highly Expensive:

One of the major disadvantages of the SOM solution is that it is a cost-involved system. Salesforce is a pricey option, and Salesforce oms can be even more expensive for smaller businesses. 

#2. Complicated To Utilize:

Additionally, while the platform has many features and capabilities, it is not easy to utilize. This might require businesses to invest in more training and development of their teams. 

#3. Highly Restrictive: 

SOM can be restrictive in terms of customizations and integrations. To take full advantage of the system, businesses may need to invest substantial time and resources into working with the limited customization options and finding workarounds for its limitations. 

#4. Might Not Provide Timely Support:

Though SOM has a large user community for order tracking. Order lifecycle isn’t only about order servicing or order payment, receiving timely support and assistance is equally important, particularly during peak seasons or emergencies. 

Ultimately, while SOM may provide value to businesses, it is important for companies to weigh the costs and limitations of the platform before investing. 

Setting Up SOM

First, the business must prepare its Salesforce org in order to set up Salesforce Order Management. A Salesforce B2C commerce storefront and the Order Management System can then be integrated.

Step 1:  Prepare The Organization For Salesforce Order Management

Creating the SOM, object is the first step in preparing the Salesforce org. Set up the Order Management profiles, and permissions sets, and assign each profile to the users that will be using them. Ensure that the Order Management features are up in the Salesforce organization.

Make sure that Lightning Experience is on. It is important to note that Salesforce Classic is not having any kind of support.

It is up to you to decide whether you want to represent individual shoppers as Person Accounts or Standard Accounts with Contacts based on how you want to represent them

Make sure that multiple currencies are on and also configure if necessary.

The storefront API client ID must be created for the API client to work

In the Setup, you will need to click on Order Settings and then select the options you need

In the Setup, move on to the Order Management tab, where you will be able to toggle between Order Management, B2C Commerce, and B2C Integrations.

Ensure that the Optional Price Books for Order feature is enabled if you need it, if necessary

Step 2: Configuring Salesforce Order Management Delivery Methods

In SOM System, you will need to set up the delivery methods in such a way that they correspond with the delivery methods on your 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 creates these records. For other storefronts, organizations need to implement the process to handle delivery-related charges.

Step 3: Enable B2C Commerce Integration

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.

Step 4: Configure Salesforce Order Management Access

Configure Salesforce Order Management field-level security, including access to view and edit the fields, access the Order Management app, permission sets, and record-level access.

Step 5: Set Up Salesforce Order Management Flows

Salesforce Order Management also provides some out-of-the-box flows to help automate specific processes. Moreover, 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.

Step 6: Enable the Salesforce Order Management

Getting ready for production and allowing users to manage orders through Salesforce Order Management is the final step.

There are a number of order management objects that can be configured to support the fulfillment processes, such as the fulfillment types, the fulfillment locations, and the status of the objects

To set up the payment gateways and methods the processing of order management payments is essential. As you will need to set up a number of things:

Ensure that the Service Flows are enabled on the Order Summary Record page in order to use them

Import the data from the legacy system into the new system

The Salesforce Commerce Cloud storefront should be configured to connect to the Order Management System. This should be done in order to enable the integration

Taking advantage of Salesforce’s Order Management System is a hassle-free process if you know everything about it thoroughly.

Once all of these steps are over, businesses can easily manage their storefront orders through Salesforce’s Order Management System based on their requirements.

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