Salesforce Order Management

Commerce CloudSalesforce Order ManagementMaster Salesforce Order Management (SOM): the order data model from Order to OrderSummary, FulfillmentOrder, Invoice, CreditMemo and ReturnOrder, the order lifecycle, Flow orchestration with SOM core actions, ConnectApi Apex classes for order summaries, fulfillment, funds and refunds, Omnichannel Inventory, integration patterns with B2C Commerce and ERP/WMS, and an Agentforce order-status action.Advanced · about 90 minutesWhat you will learn

Draw the SOM data model and explain how OrderSummary, OrderItemSummary and change orders relate to the original Order

Describe the lifecycle from order ingestion through summary creation, routing, fulfillment, invoicing, capture, cancellation, return and refund

Orchestrate SOM with record-triggered flows, platform events and core actions (Create Order Summary, Create Fulfillment Orders, Ensure Funds, Ensure Refunds)

Call ConnectApi.OrderSummaryCreation, ConnectApi.FulfillmentOrder, ConnectApi.OrderSummary and ConnectApi.ReturnOrder from Apex

Explain how Omnichannel Inventory and routing decide where orders ship from

Design integrations between SOM, B2C Commerce, core stores, ERPs, WMS/3PLs and payment gateways

Expose order status to Agentforce through a secure invocable action

Contents

The data model

The order lifecycle

Orchestrating with Flow

The ConnectApi surface in Apex

Omnichannel Inventory and routing

Integration patterns

Agentforce for order service

Worked example: capture-on-ship automation

Best practices

Common pitfalls

Hands-on exercises

Key takeaways