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Salesforce Order Management Flows
Order Management includes flow templates for creating, fulfilling, and servicing orders. The flows automate your business processes by collecting and using data to accomplish order-related tasks, such as returning or canceling an order. Some templates are available only with certain licenses, and some have special implementation considerations. You can customize the flows or run them as is.
Required Editions
| View supported editions. |
Before working with flows, familiarize yourself with Flow Builder. See Flow Builder.
Salesforce Order Management Lite License (SalesforceOrderManagementLite)
| Flow Name | Flow Type | Description |
|---|---|---|
| Cancel Item Flow | Screen Flow | Cancel an order item before fulfillment. |
| Create Order Summary Flow | Autolaunched Flow | Create an Order Summary record from an order. Flow launches when an Order record is created or updated, and its StatusCode is Activated. |
| Create Process Exception Flow | Autolaunched Flow | Create a process exception record from a process exception event. Flow launches when a Process Exception Event platform event is created. |
| Return Item Flow | Screen Flow | Process a blind return on an order after fulfillment. Blind returns don’t require the user to return the item to get a refund. |
| RMA Return Items | Screen Flow | Return an order item RMA after fulfillment. An RMA return requires the item to be returned before a refund is given. |
| RMA Create Credit Memo and Ensure Refunds Flow | Autolaunched Flow | Create a credit memo and ensure the refunds for a return order. Launches when a Managed Return Order record is updated and its StatusCategory is Closed. |
Salesforce Order Manager Growth License (SalesforceOrderManagementGrowth)
All flows in the Salesforce Order Management Lite license are included in the Growth license. In addition to the Lite flows, customers with Growth get access to these flows.
| Flow Name | Flow Type | Description |
|---|---|---|
| Discount Flow | Screen Flow | Apply a discount to an order item. |
| Distributed Order Management (DOM) flows | Various | For more information on the DOM flows, see Distributed Order Management. |
| Even Exchange Flow | Screen Flow | Exchange an item of even value in an order before fulfillment. |
| Exchange with RMA Flow | Screen Flow | Exchange items by using an RMA return. This lets you exchanges items of uneven value after fulfillment. |
| Order on Behalf Of Flow | Screen flow | Create an order, add items, select shipping, and process payment information on behalf of a customer. Is also available through Connected Commerce and as its own standalone license. |
| Reship Order Flow | Screen Flow | Reship an order item after fulfillment. |
Order on Behalf Of (OrderOnBehalfOrgPerms)
In addition to being part of the Growth and Connected Commerce licenses, the Order on Behalf Of flow is available through a standalone license.
| Flow Name | Flow Type | Description |
|---|---|---|
| Order on Behalf Of Flow | Screen flow | Create an order, add items, select shipping, and process payment information on behalf of a customer. |
Flow Considerations
- Always include the flow type property when customizing flow components. An empty flow type property can cause problems at runtime.
- Flows can’t use localized labels. If you want to include localized screen or message text in a flow, create a copy of the flow with hard-coded text in the desired language.
- If you add a custom field to an object used in a flow, customize the flow to handle it.
Important A change order is an Order record. If you add a required custom field to the Order object, you must update the service flows so that they set that field when creating a change order. If a flow can’t set a required field, it fails. - A flow that uses Omnichannel Inventory actions must use API version 52.0 or later. When possible, always use the latest API version in your flows.
