Get Ready For Your Peak Season - Considerations & Best Practices for Salesforce Order Management (SOM)/Omnichannel Inventory (OCI)

Salesforce Order Management (SOM):

1. Salesforce Core org platform limits apply in SOM implementation - Salesforce Governor Limits.
2. Order ingestion has been streamlined behind the scenes for B2C stores. Order ingestion is turned on by default and is necessary for B2C stores to create order summaries, however it remains optional for B2B stores, see Changes to Order Management Ingestion.
   More information can be seen in the Salesforce B2C Commerce Storefront Order Data Map Documentation.
3. An Invoice can have a maximum of 2000 line items. The Line items here include the product charge, tax, adjustment, and adjustment taxes.
4. A Credit Memo can have a maximum of 500 line items. The Line items here include the product charge, tax, adjustment, and adjustment taxes.
5. Troubleshooting the B2C-SOM integration connection when Orders are stuck in the Sending status is outlined in Troubleshoot the B2C Commerce Integration
6. Temporary suspension of Orders being ingested into SOM and making these Orders 'unmanaged' is outlined in Stop Orders Flowing from B2C Integration to Salesforce Order Management App
7. In the event of a payment gateway outage, it is recommended to utilize or re-execute the standard Core action (EnsureFunds) to ensure successful payment capture before the PaymentAuth expires.

Resources:

• Salesforce Order Management Resources
• High-Scale Orders
• Distributed Order Management Flow Package User Guide
• Playlist: Order on Behalf of (OOBO) Overview for B2C Commerce Customers
   

Omnichannel Inventory (OCI):

1. Review the Inventory downtime playbook.
2. Follow the best practices article for Inventory upload as outlined in the Inventory IMPEX Best Practices and Omnichannel Inventory - Best Practices for Inventory Import.
3. Minimize large data loads and location changes during peak business hours. Examples include:
   1. Full loads of all SKUs and/or all inventory since these incur increased processing times.
   2. Changing location/group assignments. This triggers a background recalculation of group inventory for all SKUs in a certain location which leads to increased processing times.
4. OCI Limits - Below are some of the limits to be considered in order to achieve better performance with OCI.
   1. Rate Limits
   2. Maximum number of Location Groups allowed - 20
   3. Maximum number of total Locations - 1k
   4. Maximum number of Locations that can belong to a single Location Group - 1k
   5. Maximum number of location groups a single location can belong to at one time - 5
   6. Maximum size of per import file - 100 MB
   7. Maximum number of concurrent imports - 2

Resources: 

• Omnichannel Inventory Implementation Guide
• OCI Headless APIs

Development Best Practices:

1. Have a sandbox that matches Production’s settings and code that can be used for testing if/when issues arise.
2. Perform end-to-end load testing as outlined in B2C Commerce - Load Testing Checklist in your environment before the moratorium period starts. Examples of this include order creation from the storefront as well as order routing and fulfillment.
   1. Please note that since routing flows have a rich model for customization, this can also mean large performance variations as this primarily depends on the customization being used.

If you have any questions and/or concerns regarding the information provided above, please contact Commerce Cloud Support.