Set Up and Activate Omnichannel Inventory

Follow these steps to understand, set up, and integrate Salesforce Omnichannel Inventory.

• Run the Commerce Setup Assistant
  Use the Commerce Setup Assistant to configure Omnichannel Inventory. If you’ve already set up Commerce, run the setup assistant to update settings with optimized values. Other manual steps are required to complete the implementation.
• Assign Permission Sets in Omnichannel Inventory
  There are three permission sets in Omnichannel Inventory, the inventory manager, the retail manager, and the merchandiser. The inventory manager has the widest range of access, including read and write permisssion to both inventory and location management. The retail manager has read and write permission to inventory data. The merchandiser only has read permission to inventory data.
• Add Locations and Location Groups
  Omnichannel Inventory is an external system that must know what location and location groups exist so it can track inventory properly. Set up your location graph by creating locations and location groups in your Salesforce org and committing them.
• Add the Inventory Reservation Component to the Checkout Page (Deprecated)
  The Checkout Inventory Reservation component was deprecated in Summer ‘25. This component is no longer available in Experience Builder for new implementations. If you have an existing inventory reservation flow that uses this component before Summer ‘25, the component functions as designed. If you remove the component from the Checkout page, you won’t be able to re-add it.
• Activate Omnichannel Inventory
  Inventory availability in your store is only considered when the inventory integration is configured and turned on.
• Configure Provider Settings for Omnichannel Inventory
  Before integrating inventory with your store, configure inventory provider settings.