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Finding the Number of Unmanaged Order Summaries in Salesforce Order Management

Publiseringsdato: Jul 30, 2026
Beskrivelse

In a Salesforce Order Management org, there are two distinct metrics related to unmanaged orders that are often confused:

  • Unmanaged Order Summaries count — the actual number of Order Summary records where the lifecycle type is set to Unmanaged.
  • Order Management GMV Unmanaged Order Summaries — the total Gross Merchandise Value (GMV) in currency of all unmanaged orders. This value is visible in Company Information under Usage-based Entitlements → Amount Used.

These two values represent different things: one is a record count, the other is a monetary amount. Running a standard page view in Company Information will show you the GMV figure, not the record count.
When would you need this?
Consider a Salesforce Order Management administrator preparing for a licence review. The org has been processing unmanaged (non-Salesforce-managed lifecycle) orders for several months. The admin needs to report the exact number of OrderSummary records with OrderLifeCycleType = 'Unmanaged' — for example, to compare against their contractual limit, audit data volume, or plan a data archival strategy. The GMV figure in Company Information does not provide this count, so a SOQL query is required.

Løsning

To find the total count of Unmanaged Order Summaries in your Salesforce Order Management org, run the following SOQL query in the Developer Console or Workbench:

SELECT COUNT(Id) FROM OrderSummary WHERE OrderLifeCycleType = 'Unmanaged'

What this query does:

  • OrderSummary — the standard Salesforce Order Management object that represents a summary of a customer order.
  • OrderLifeCycleType = 'Unmanaged' — filters to only Order Summaries where the lifecycle is managed outside of Salesforce Order Management (i.e., the order processing, fulfilment, and invoicing are handled by an external system).
  • COUNT(Id) — returns the total number of matching records as a single integer.

How to interpret the result:
The query returns a single number — the total count of Unmanaged Order Summary records currently in your org. This is the record count, not the GMV monetary value. Compare this number against your contracted Unmanaged Order Summary limit, not against the GMV figure shown in Company Information.

Knowledge-artikkelnummer

005389196

 
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