Image this buyer journey at your on-line retailer:
It’s a stupendous Saturday morning and Sharon sees that her favourite pair of sneakers is offered at a incredible low cost. She shortly clicks the buy-now button. She makes the cost and receives an order quantity. The subsequent day, the sneakers arrive at her doorstep.
Nevertheless, she’s not happy 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 dimension. She returns the outdated pair, will get the brand new ones, and now your buyer is joyful.
All this occurs seamlessly, and your buyer by no means must step out of her home. How does this advanced 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 corporations fulfill, handle, and repair orders at scale. It tracks the phases of an order from cart to supply and even post-delivery steps like substitute or return-and-refund. SF OMS is a fancy course of involving a number of ecommerce methods.
For example, Salesforce Order Administration may tie collectively your accounting system, ERP, cost, 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 what you are promoting.
- Excessive on efficiency and reliability: The SF OMS system is a extremely dependable and performance-oriented app that’s a part of the reliable, strong Salesforce ecosystem.
- Effectively 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.
- Ease of use: For the reason that Order Administration app is constructed on the Salesforce platform, you possibly can implement enterprise logic with the Salesforce clicks-not-code philosophy utilizing course of builders and flows. In case your group requires intensive customizations, you possibly can implement these by leveraging Apex codes and Lightning Internet Parts.
- Straightforward integration with totally different methods: You may combine Salesforce OMS with different methods like accounting software program, ERP, and cost methods utilizing scalable and dependable APIs.
- 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 joyful customer support brokers equal joyful 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: Making ready the Org for Salesforce Order Administration
First put together the Salesforce org:
- Allow Lightning Expertise (Salesforce Traditional just isn’t supported).
- Determine symbolize particular person buyers. You’ll select both Individuals Accounts or Commonplace Accounts with Contacts.