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Choose the Lifecycle Type for an Order
You set the lifecycle type for an order when you create an order summary.
Required Editions
| View supported editions. |
For most orders in B2C and B2B implementations, use the managed lifecycle. Some use cases for the unmanaged lifecycle include:
- Storing data in Salesforce for B2B orders that you manage in an external system, such as an ERP
- Importing inactive order data so that you can maintain a single system of record for both
historical and new orders
Warning Importing large numbers of orders can exceed an org’s daily API call limits. You can request a temporary increase for importing orders by opening a case with Salesforce Customer Support. Allow at least 2 weeks for Support to arrange the increase.
If you use both lifecycle types, implement logic to assign a type when creating an order summary. For example, customize your Create Order Summary flow to set the order lifecycle type based on a custom Order field.
Using Managed Orders
Managed orders are processed in Order Management using automated workflows. To get you started, Order Management provides sample flows and processes that demonstrate a basic order workflow from start to finish. Your Salesforce admin can modify and extend the sample flows and processes to meet your company’s requirements. Your admin can also use Salesforce APIs and Apex custom code to configure your fulfillment workflows.
- For Salesforce B2C Commerce storefronts, Order Management includes a native integration.
- Salesforce B2B Commerce creates unmanaged orders by default. To use Order Management with B2B Commerce, or for other orders that originate in Salesforce, update your checkout process to create managed order summaries.
- For orders captured via other channels, build custom integrations with Order Management.
Using Unmanaged Orders
To import unmanaged orders, format the data as it would be received from your storefront and load it using Salesforce Bulk API 2.0 or composite API. Assign each order an Activated status so that the Create Order Summary flow processes it. Doing so ensures proper creation of each order summary and its related records. Creating the order summary and its required associated records in any other way adds unnecessary risk.
For information on importing orders, see Importing Order Data in the Salesforce Order Management Developer Guide.
Be sure to customize the Create Order Summary flow to set the Order Lifecycle Type to Unmanaged. After an order summary is created, you can’t change it from unmanaged to managed.
You can’t use most Order Management features with unmanaged orders. To work with them, implement custom functionality.
If these objects are associated with an unmanaged order summary, you can’t use Order Management API calls or actions with them. Create and manage the records directly.
- Fulfillment Order
- Fulfillment Order Product
- Fulfillment Order Product Adjustment
- Fulfillment Order Product Tax
- Invoice Line
- Payment
- Payment Line Invoice
- Return
- Shipment
