Salesforce OMS

Order Delivery Method

Order Management uses an order delivery method record together with a product record to represent a delivery method. The product record is added to an order to represent a charge for that delivery method.

Fulfillment Types

Physical Drop ship Digital

Order Summary Routing Schedule

Represents an attempt to route an order summary to one or more inventory locations for fulfillment. You can use it to schedule future attempts and to record completed attempts.

Process Exception

Represents an unexpected problem with a business process, such as payment capture.

Order Payment Summary

Represents one or more payments that use the same payment method and are associated with the same order summary. The order payment summary's values are the sums of the values of the included payments. Unlike most summary objects, there's no corresponding Order Payment object.

Payment Gateway Provider

Used internally by the payment gateway connection.

OM Console Permission Set

You can add custom fields to objects used by Order Management

Order Management Shopper

Limited access for a service user to allow an external system like a Salesforce B2C Commerce storefront to make self-service requests. Read-only access to fulfillment orders.

Order Management Operations Manager

Ability to manage day-to-day Order Management processes. Limited ability to modify open fulfillment orders.

Payment Gateway

A connection to an external payment gateway.

Card Payment Method

A credit card or debit card.

Digital Wallet

A digital payment method.

Fulfillment Order

A fulfillment request or shipper's instruction that can be sent to a fulfillment location. Represents a group of products and delivery charges on a single order that have the same fulfillment location, delivery method, and recipient. They can be included in one shipment or split into multiple shipments. A fulfillment order is associated with one order summary.

Location Group

A group of inventory locations. You can define location groups according to the logic of your business needs. For example, a location group can represent the warehouses in a geographic region, or it can include the fulfillment centers associated with a particular online storefront.

Payment Group

A group of payment transactions that have been processed for an order.

Location

A location that fulfills orders, such as a warehouse or retail store.

Payment Line Invoice

A payment allocated to or unallocated from an invoice.

Payment Method

A payment method, such as credit card, cash, or digital wallet.

Refund Line

A portion of a refund that has been applied to or unapplied from a payment. One refund line can represent the full amount of a refund.

Credit Memo Line

A portion of the amount of a credit memo. One credit memo line can represent the full amount of a credit memo.

Invoice Line

A portion of the amount of an invoice. One invoice line can represent the full amount of an invoice.

Fulfillment Order Product Adjustment

A price adjustment on a fulfillment order product, usually a discount. Associated with one order product adjustment summary.

Return Order Item Adjustment

A price adjustment on a return order line item.

Process Exception Event

A problem has occurred that warrants a process exception. This event triggers the default Create Process Exception flow.

Shipment Item

A product included in a shipment. Associated with one fulfillment order product.

Fulfillment Order Product

A product or delivery charge associated with a fulfillment order. Associated with one order product summary.

Product

A product that a merchant sells or has sold. A product is also used to represent delivery charges for one or more order delivery methods.

Payment Gateway Log

A record of information exchanged between the Salesforce payments platform and an external payment gateway. It can also store data from external payment entities.

Shipment

A single package. Associated with one fulfillment order.

Payment Authorization

A single payment authorization

Payment

A single payment capture or sale.

Refund

A single refund transaction.

Sales Channel

A source of orders, such as a web storefront, physical store, marketplace, or mobile app. If you use Salesforce B2C Commerce, we recommend creating a sales channel record for each Site in your B2C Commerce implementation.

Web Store

A source of orders, usually for B2B orders.

Return Order Line Item

A specific order product that is associated with a return order.

Order Summary

Activated

Return Order

Activated - Activated and Submitted Canceled - Canceled Closed - Closed Draft - Draft

Process Exception

Active - New and Triaged Inactive - Ignored, Paused, and Voided Resolved - Resolved

Order Product Adjustment Summary

An adjustment to the price of an order product summary, usually a discount.

Order Product Adjustment

An adjustment to the price of an order product, usually a discount. In Order Management, you usually interact with order product adjustment summaries instead of order product adjustments.

Invoice

An amount to be paid. Associated with one fulfillment order.

Credit Memo

An amount to be refunded after an invoice has been generated. Associated with one or more change orders.

Person Account

An individual shopper account.

Order Summary Created Event

An order summary has been created.An order summary has been created.

Order

An original order or a change to an order, such as a return or cancellation. It's associated with one order summary, which represents the current state of an order. The values on order records don't usually change. In Order Management, you usually interact with order summaries instead of orders.

Order Product

An original product on an order. It can also represent a charge, such as a delivery charge. With an order product summary change, it can also represent a change to a product on an order, such as a return or cancellation. In Order Management, you usually interact with order product summaries instead of order products.

Managed Orders

B2B commerce creates unmanaged orders by default. Update checkout flow to create managed order summaries. Can only use built in integrations with managed orders

Standard Flows

Cancel Item Flow Create Order Summary Flow Create Process Exception Flow Discount Flow Even Exchange Flow Reship Order Flow Return Item Flow Return Merchandise Authorizations

OMS Stages

Capture - customer places an order on your storefront Fulfillment - order is assigned to fulfillment location Delivery - order is transferred to shipping carrier for delivery Service - service agents respond to service request and process cancellations, returns, exchanges, reshipments, refunds, and discounts

Order Product Summary Change

Data related to a change to an order product summary, such as a return or cancellation. Associated with an order product summary and an order product.

Order Delivery Group Summary

Defines a group of order product summaries, belonging to one order summary, to be fulfilled using the same delivery method and delivered to the same recipient. An order delivery group summary is used to create one or more fulfillment orders.

Order Delivery Group

Defines a group of order products, belonging to one order, to be fulfilled using the same delivery method and delivered to the same recipient. In Order Management, you usually interact with order delivery group summaries instead of order delivery groups.

Order Adjustment Group Summary

Defines a related set of price adjustments on order product summaries belonging to one order summary. The integration with Salesforce B2C Commerce assigns an order adjustment group summary for each storefront promotion to the adjustments that belong to that promotion.

Order Adjustment Group

Defines a related set of price adjustments to order products on one order. In Order Management, you usually interact with order adjustment group summaries instead of order adjustment groups.

Unmanaged Orders

Does not count towards total order summary license limits. Used for storing external erp orders. Load via bulk 2.0 API or Composite API

Digital Fulfillment

Download Email

Order Status

Draft - Draft Activated - Activated

Fulfillment Order Status

Draft - Draft Activated - Allocated Fulfilling - Assigned and Pickpack Closed - Fulfilled Canceled - Canceled

Order Summary

Represents the current properties and state of an order, including fulfillment information. Associated with one order that represents the original order. The order summary's values are the sums of the values in the original order and any subsequent orders representing changes such as returns or cancellations.

Location Group Assignment

Represents the relationship between a location and a location group that includes it. You can assign a location to multiple location groups, in which case there's one location group assignment for each location group that it's assigned to.

Order Management Agent

Standard Order Management user. Can only modify an open fulfillment order by advancing its status through the workflow

Dropship fulfillment

Supplier

Order Product Summary

The current state of a product in an order summary. It tracks status by quantity, so for example, it could show an ordered quantity of 3, canceled quantity of 1, and fulfilled quantity of 2. Associated with an original order product and any order product summary changes that apply to it, such as returns or cancellations.

Order Product Tax Summary

The current state of tax on an order product summary or order product adjustment summary. Multiple order product tax summaries can apply to one order product summary or order product adjustment summary.

Price Book Entry

The price of a product in a price book. Salesforce Order Management doesn't use this object, but because order products require them, it creates dummy price book entry records. When you create products to represent delivery methods, you must also add dummy price book entry records.

Fulfillment Order Item Quantity Changed Event

The quantity of a fulfillment order product has changed

Return Order

The return of order products. Associated with one order summary.

Fulfillment Order Status Changed Event

The status of a fulfillment order has changed

Order Summary Status Changed Event

The status of an order summary has changed.

Fulfillment Order Product Tax

The tax on a fulfillment order product or fulfillment order product adjustment. Associated with an order product tax summary.

Return Order Item Tax

The tax on a return order line item or a return order item adjustment.

Order Product Tax

The tax on an order product. In Order Management, you usually interact with order product tax summaries instead of order product taxes.

Physical Fulfillment

Warehouse Retail In Store Pickup

Contact

When not using Person Accounts, a contact and standard account together represent an individual shopper. When using Person Accounts, contacts aren't used for individual shoppers. A business account buyer or shopper always has a contact and a standard account.

Account (Person Account)

When using Person Accounts, an account of the Person Account record type represents an individual shopper. When not using Person Accounts, a standard account and contact together represent an individual shopper. A business account buyer or shopper always has a standard account and a contact.