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Salesforce Order Management Flow Core Actions
Salesforce Order Management provides several core actions for implementing order management functionality in flows. To add one of these actions to your flow, add an Action element. Then select the Order Management category, and search for the appropriate action.
Required Editions
| Available in: Lightning Experience |
| View supported editions. |
| This feature requires the Salesforce Order Management add-on. To purchase, contact your Salesforce account executive. |
These actions use Apex-defined input and output variables that map to input and output classes in the Apex ConnectApi namespace. For more information on using Apex-defined variables in flows, see Considerations for the Apex-Defined Data Type.
- Add Order Item Summary Action
In Salesforce Order Management, add up to 100 order product summaries to an order summary. This action creates a change order record, an order product record, and an order product summary record. It also creates any supporting adjustment, tax, and summary records. - Adjust Order Item Summaries Preview Action
In Salesforce Order Management, preview the expected results of adjusting the price of one or more order product summaries on an order summary, without executing the adjustment. You can only apply a discount, not an increase. The output of this action contains the values that would be set on the change orders created by submitting the proposed adjustment. - Adjust Order Item Summaries Submit Action
In Salesforce Order Management, adjust the price of one or more order product summaries on an order summary. You can only apply a discount, not an increase. This action creates one or more change order records. - Authorize Payment Action
In Salesforce Order Management, authorize a payment on a credit card. You can include details for a new credit card or reference an existing payment method. - Cancel Fulfillment Order Item Action
In Salesforce Order Management, cancel fulfillment order products from a fulfillment order. You can cancel more than one product and specify a quantity to cancel for each of them. This action doesn’t cancel the associated order product summaries, it only reduces their allocated quantities. Usually, you reallocate the canceled quantities to a new fulfillment order. - Cancel Order Item Summaries Preview Action
In Salesforce Order Management, preview the expected results of canceling one or more order product summaries from an order summary without executing the cancel. The output of this action contains the values that would be set on the change order created by submitting the proposed cancel. - Cancel Order Item Summaries Submit Action
In Salesforce Order Management, cancel one or more order product summaries from an order summary. This action creates a change order record. - Confirm Held Fulfillment Order Capacity Action
In Salesforce Order Management, confirm held fulfillment order capacity at one or more locations. This action decreases a location’s held capacity and increases its assigned fulfillment order count. Confirm held capacity when you assign a fulfillment order to a location. - Create Credit Memo Action
In Salesforce Order Management, create a credit memo to represent the refund for one or more change orders associated with an order summary. - Create Fulfillment Order Action
In Salesforce Order Management, create one or more fulfillment orders and fulfillment order products for an order delivery group summary, which defines a recipient and delivery method. You specify the order product summaries to fulfill and the fulfillment locations to handle them. If you specify multiple fulfillment locations, a fulfillment order is created for each one. - Create Fulfillment Orders Action
In Salesforce Order Management, create fulfillment orders and fulfillment order products for multiple order delivery group summaries, each of which defines a recipient and delivery method. You specify the order product summaries to fulfill and the fulfillment locations to handle them. If you specify multiple fulfillment locations for one order delivery group summary, a fulfillment order is created for each one. - Create an Invoice from Change Orders Action
In Salesforce Order Management, create an invoice to represent the charges for one or more change orders. Create invoices for change orders that increase order amounts, such as return fees. When you ensure the refund for a return, include the invoices for the associated return fees in the input. - Create Invoice from Fulfillment Order Action
In Salesforce Order Management, create an invoice for a fulfillment order that doesn’t have one. - Create Order Payment Summary Action
In Salesforce Order Management, create an order payment summary for a payment authorization or payments that use the same payment method and are attached to the same order summary. - Create Order Summary Action
In Salesforce Order Management, create an order summary based on an order. That order is considered the original order for the order summary. Subsequent change orders that apply to the order summary are also represented as order records. - Create Return Order Action
In Salesforce Order Management, create a return order and return order items for order items belonging to an order summary. You can add return fees for any of the order items. - Ensure Funds Async Action
Ensure funds for an invoice, and apply them to the invoice. Optionally, apply the funds in a defined sequence. If needed, capture authorized funds by sending a request to a payment provider. This action inserts a background operation into an asynchronous job queue and returns the ID of that operation so you can track its status. Payment gateway responses appear in the payment gateway log and don’t affect the background operation status. - Ensure Refunds Async Action
In Salesforce Order Management, ensure refunds for a credit memo or excess funds by sending a request to a payment provider. This action inserts a background operation into an asynchronous job queue and returns the ID of that operation so you can track its status. Payment gateway responses appear in the payment gateway log and don’t affect the background operation status. - Find Routes with Fewest Splits Action
In Salesforce Order Management, evaluate ordered product quantities against available inventory to determine the smallest combination of locations that can fulfill the order. If multiple combinations of the minimum number of locations can fulfill the order, the action returns multiple options. Optionally, you can specify a maximum allowable number of locations. By default, the action executes up to 1,000,000 times, stopping when it hits 10,000 results. - Find Routes with Fewest Splits Using OCI Action
In Salesforce Order Management, this core action finds the minimum number of fulfillment locations needed to complete an order by evaluating inventory availability across locations. When multiple combinations of locations can fulfill the order, this action returns multiple routing options. To limit the number of returned options, specify a maximum number of allowed location splits. - Get Fulfillment Order Capacity Values Action
In Salesforce Order Management, get information about the current fulfillment order capacity of one or more locations. - Hold Fulfillment Order Capacity Action
In Salesforce Order Management, hold capacity to process fulfillment orders at one or more locations. This action increases a location’s held capacity. Hold capacity when you plan to assign a fulfillment order to a location. - Order Routing Rank by Average Distance Action
In Salesforce Order Management, calculate the average distance from sets of inventory locations to an order recipient, and return the sets sorted by that average distance. Use this action to compare the average shipping distances for different sets of locations that can fulfill an order. - Release Held Fulfillment Order Capacity Action
In Salesforce Order Management, release held fulfillment order capacity at one or more locations. This action decreases the held capacity of a location without increasing the assigned fulfillment order count. Use this action when canceling a fulfillment order assignment to free up capacity at one or more locations. - Return Order Item Summaries Preview Action
In Salesforce Order Management, preview the expected results of a simple return of one or more order product summaries from an order summary without executing the return. The output of this action contains the values that would be set on the change order created by submitting the proposed return. - Return Order Item Summaries Submit Action
In Salesforce Order Management, return one or more order product summaries from an order summary. This action is a simple return that creates a change order but not a return order. - Return Order Items Action
In Salesforce Order Management, process one or more return order line items belonging to a return order. This action creates a change order record for the returned items and makes the processed return order line items read-only. You can include return order fees associated with the return order line items. If you do, a change order record is created for the return fees. If a processed return order line item has a remaining expected quantity, the action creates a separate return order line item representing that quantity.
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