How to Connect Salesforce Order Management System with Your B2C Commerce Storefront

What do you think your customers want from you? Only your products or services? Well, no! Nowadays, customers want a seamless buying experience, from adding products to a cart to receiving orders. They want swift shipping, simple returns, and effective order tracking. So, what could be a solution to handle all of this, as you have other important tasks to do? You guessed it right! Salesforce Order Management System, a core of Salesforce Commerce Cloud.

Salesforce Order Management (SOM) can swiftly handle tasks like order processing, online payment, order tracking, and returns. OMS combines customer-facing systems like ERP, CRM, sales, service, and commerce to enhance post-purchase experience. Integrate Order Management System for Salesforce Commerce Cloud to offer the best customer experience. In this post, we’ll see how to connect Salesforce Commerce Cloud Order Management with your Salesforce B2C Commerce storefront. So, let’s get started!

Easy Steps to Connect SFCC Order Management with Your B2C Commerce Storefront

Setting up your SFCC Order Management system can be a breeze when connecting it with your Salesforce B2C Commerce storefront. Just follow these simple steps, for seamless Salesforce OMS Integration with your Salesforce commerce storefront.

Step 1: Set Up Your Salesforce Org for Order Management

Switch to Lightning Experience (Note: Salesforce Classic is not supported).
Decide whether to use Person Accounts or Standard Accounts with Contacts to represent individual shoppers.
Enable and configure multiple currencies as needed.
Create an API client ID specifically for the storefront.
In the Set Up menu, access Order Settings and choose the relevant options.
Go to Order Management in the Set Up menu to activate toggles for Order Management, B2C Commerce, and B2C Integrations.
Optionally, activate the Optional Price Books for Order feature if required.

Step 2: Setting Up Delivery Methods in Salesforce Order Management

Within the Salesforce OMS, customize the delivery methods to align with the corresponding methods used on your storefront. When it comes to ordering delivery, each method is treated as a product, which means that an order delivery method record is created along with one or more product records. It's worth noting that, for the Salesforce Commerce Cloud storefront, these records are automatically generated through integration. On the other hand, for other storefronts, businesses must establish a dedicated process for managing delivery-related charges.

Don't forget to check out: Case Study: Salesforce Pharma Order Management System Transformation

Step 3: Activating B2C Commerce Integration

To seamlessly integrate the Salesforce B2C commerce storefront with SFDC Order Management, initiate the process by reaching out to Salesforce Customer Support to create a support case. The implementation cannot advance to the next stage until Salesforce Customer Support has completed this task.

Step 4: Setting Up Access for Salesforce Order Management

Personalize the access settings for SOM by configuring field-level security. This involves determining access levels for viewing and editing fields, managing permissions for the Order Management app, and overseeing permission sets and records.

Step 5: Establishing Flows for Salesforce Order Management

Take advantage of the pre-configured flows offered by Salesforce Order Management to automate targeted processes. Customize these flows using Salesforce Flows by modifying templates or creating them from the ground up. Salesforce offers ample resources to aid in tailoring the Order Management System to align with the specific requirements of your organization.

Step 6: Activating Salesforce Order Management for Production

As you prepare for the production phase, enable Salesforce Order Management for all users tasked with order management. This involves completing the following tasks:

Customize Order Management objects to support fulfillment processes, such as fulfillment types, locations, and object statuses.
Establish payment gateways and methods to process payment transactions within the Order Management system.
Activate the Service Flows feature on the Order Summary Record page.
Migrate data from the legacy system to the new Salesforce Order Management system
Configure the integration between the Salesforce Commerce Cloud storefront and the Order Management System.

Check out another amazing blog by Innovadel here: Salesforce Sales Cloud: Streamline Your Sales Process for Success

Hire a Professional Salesforce Consulting Partner

Building the foundation for customer-facing businesses involves robust B2C Storefronts. To stay ahead of the competition, hiring a certified Salesforce consulting and Salesforce Order Management implementation partner is necessary. With B2C Commerce Cloud Accelerator, you can quickly launch your commerce store with all the necessary implementations. Hire a professional to effectively connect the Salesforce Order Management System with your B2C storefront for quick growth of your e-commerce business!