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What Salesforce Order Management changes in your operation

Salesforce Order Management moves the order lifecycle out of the back office and onto the platform your service and commerce teams already use. Our position: it pays off when orders cross channels and teams, and it is more than you need when one channel runs well on your ERP.

Warehouse staff fulfilling orders managed in Salesforce Order Management

Key takeaways

1

Salesforce Order Management runs the customer side of the order; finance stays in the ERP.

2

It pays off with many channels and locations; a single webshop may not need it.

3

Start with returns and refunds so each step keeps its value if the programme pauses.

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The decision on the table is where order logic lives for the next decade. Routing, payment capture, returns and refunds usually sit deep in an ERP, where every change becomes an IT project. Moving them is hard to reverse, because stores, warehouses, finance and customer service all start to depend on the new flow. Get the scope right and a service agent fixes a problem in one screen. Get it wrong and you run two order systems side by side.

Salesforce Order Management sits between the shop and the warehouse

Salesforce Order Management is the layer that takes over an order once the customer has placed it and manages it until it is delivered, returned or refunded. It captures orders from your storefronts and other channels, decides which location ships them, captures payment and records every financial change along the way. Because it runs on the core Salesforce platform, it shares its data with Service Cloud. An agent sees the order, the payment and the shipment on the same customer record.

Your ERP stays. Finance, purchasing and stock valuation usually remain there, while Order Management runs the customer-facing part of the lifecycle and hands the accounting results back. Drawing that line is the first design choice, and the one most worth challenging early.

Where it earns its place, and where your ERP will do

Order Management earns its place when orders arrive from more than one channel, ship from more than one location, or change after the customer has placed them. Split shipments, click and collect, partial refunds and exchanges are where ERP-based order handling slows down, because each case needs a person with ERP access. A retailer selling online and in stores across several countries meets those cases every day.

The light case looks different. A single webshop shipping from one warehouse, with few returns and no store network, rarely needs a dedicated order layer. The ERP or the commerce platform's own order handling may be enough. An existing order management system is only worth replacing if it blocks something the business needs. We say so when that is the answer, because an order layer nobody needs still has to be maintained.

Your storefront decides the integration effort

The integration effort depends mainly on which Commerce Cloud (Agentforce Commerce) storefront you run. B2B Commerce runs on the core platform and shares its database with Order Management, so orders appear without a connector. Salesforce B2C Commerce runs on a separate technology stack. It connects to Order Management through a standard connection or a high-scale connection, which Salesforce built for storefronts that take orders in large bursts. Check the current limits of each option against your own peak forecast before you choose.

Peak trading is where that choice gets tested, because every part of the order flow takes its highest load in the same week. Teams that plan order visibility during peak season usually find the weak point in the stock data first. Order Management sits under our Commerce Cloud practice, so one team owns the storefront, the connector and the order flow. When something breaks between them, there is one party to call.

Priscilla Calemi
Marketing & Community Manager

Every routing rule you add is cheap to build and costs something to maintain.

Priscilla Calemi

|

Marketing & Community Manager

Customer service is where most of the return shows up

The clearest gain usually lands with customer service. When orders live on the same platform as cases, an agent can answer a delivery question, issue a partial refund or create a return without leaving the console. Each of those actions used to mean an email to a colleague with ERP access.

Fewer handovers also mean fewer promises broken between departments. The link between faster answers and customer satisfaction with order management shows up in your own service reports, through repeat contacts per order and the time a refund takes to arrive.

What drives the cost of Salesforce Order Management

Order volume and the number of systems you connect drive most of the cost. Depending on your contract, the licence may track orders or transaction value, which means it grows with success. Integrations are mostly a one-off build. Each warehouse system, carrier, payment provider and marketplace needs a connection, and each one needs testing for exceptions such as partial shipments. Fulfilment rules sit in between. Every routing rule you add is cheap to build and costs something to maintain.

Measure that cost against what order exceptions cost you today. Look at the handling time per refund or return, the orders cancelled because the shop showed stock that was not there, and the tickets that exist only because an agent cannot see a shipment. Service and finance usually report those numbers already.

Internal ownership is the line most business cases leave out. Someone has to own routing rules, return reasons and the exception queue after go-live. Budget for that role before the build starts.

Sequence the rollout so each step keeps its value

Start with the part of the lifecycle that causes the most manual work, which for most retailers means returns and refunds, and connect one channel first. Each step then keeps its value if the programme pauses. A connected service console helps agents even before routing moves out of the ERP. Routing across stores and warehouses comes later, once your stock data is reliable enough to trust.

We run this as Discover, Build, Run. In Discover we draw the line between ERP and Order Management with your finance and operations teams at the table. The same fixed team builds it, then stays on after launch to track the KPIs agreed at the start, such as handling time per return and the share of orders shipped from the first location chosen.

Explore Order Management
About the Author
Priscilla Calemi
Marketing & Community Manager

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