Salesforce Order Management System (OMS) Training

Live Online & Classroom Enterprise Training

Salesforce Order Management System (OMS) enables organizations to manage the complete order lifecycle from order capture to fulfillment, payment, and post-purchase service. This course provides a comprehensive understanding of OMS architecture, order workflows, integrations, and best practices to help businesses deliver seamless customer experiences.

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What is Salesforce Order Management System (OMS) Course about?

This training covers the fundamentals and advanced concepts of Salesforce OMS, including order orchestration, inventory visibility, payment processing, fulfillment workflows, and system integrations. Participants will learn how OMS works within the Salesforce ecosystem and how to configure and optimize order processes for real-world business scenarios.

What are the objectives of Salesforce Order Management System (OMS) Course ?

Understand Salesforce OMS architecture and core components
Learn order lifecycle management from capture to fulfillment
Configure order workflows, payments, and inventory tracking
Integrate OMS with external systems and Salesforce clouds
Monitor and optimize order processing performance

Who is Salesforce Order Management System (OMS) Course for?

Salesforce Administrators
Salesforce Developers
Solution Architects
Order Management and Operations Professionals
Business Analysts working on eCommerce or CRM solutions

What are the prerequisites for Salesforce Order Management System (OMS) Course?

Prerequisites:

Basic understanding of Salesforce platform fundamentals
Knowledge of Sales Cloud or Service Cloud concepts
Basic understanding of business order lifecycle processes
Familiarity with CRM and eCommerce workflows
Basic integration concepts (APIs, data flow)

Learning Path:

Introduction to Salesforce OMS and Order Lifecycle
OMS Data Model and Order Orchestration
Payments, Inventory, and Fulfillment Management
Integrations with External Systems and Salesforce Clouds
OMS Reporting, Monitoring, and Optimization

Related Courses:

Salesforce Sales Cloud Administration
Salesforce Service Cloud Implementation
Salesforce Integration Fundamentals
Salesforce Platform App Builder

Available Training Modes

Live Online Training

2 Days

Course Outline Expand All

Expand All

Module 1: Get Started with Salesforce Order Management

Overview of Salesforce Order Management capabilities

Role of OMS in the Salesforce ecosystem

Order lifecycle from capture to fulfillment

Key OMS objects and data model basics

Business benefits of unified order management

Module 2: Explore the Order Management Console

Navigating the Order Management Console

Searching and filtering orders

Viewing order details and history

Managing order actions and workflows

Console customization basics

Module 3: Use Order Summaries to Manage Orders

Understanding order summaries structure

Tracking order status and milestones

Viewing fulfillment and shipment details

Managing returns and cancellations

Reporting using order summary data

Module 4: Streamline Order Fulfillment and Payment Processing

Fulfillment orchestration fundamentals

Inventory and fulfillment location management

Payment authorization and capture workflows

Exception handling in fulfillment

Automation using workflows and rules

Module 5: Implement Distributed Order Management

Distributed Order Management (DOM) concepts

Order routing and sourcing logic

Multi-location inventory visibility

Splitting and routing orders dynamically

DOM performance and optimization strategies

Module 6: Connect B2C Commerce, Agentforce Commerce, and Agentforce Service

Integration architecture overview

Data synchronization between systems

Order capture from B2C Commerce

Agentforce Service integration for customer support

End-to-end customer order experience

Who is the instructor for this training?

The trainer for this Salesforce Order Management System (OMS) Training has extensive experience in this domain, including years of experience training & mentoring professionals.

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