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Salesforce Order Management
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            Fulfillment Processes and Flows

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            Fulfillment Processes and Flows

            Order Management includes an unmanaged package containing sample flows and processes. The samples demonstrate how you can create a fulfillment process to allocate order items to a fulfillment location and generate a fulfillment order.

            Required Editions

            View supported editions.

            Your Salesforce admin can use Flow Builder to modify and extend the sample flows and processes or configure fulfillment processes using Salesforce APIs and Apex custom code.

            Note
            Note Salesforce D2C Commerce allows only one fulfillment order per order summary. If you’re using D2C Commerce, you can’t use the sample flow package.

            Order Management includes these default statuses for fulfillment orders.

            • Draft
            • Allocated
            • Assigned
            • Canceled
            • Picked
            • Packed
            • Fulfilled
            Note
            Note Your Salesforce admin can customize the default statuses to match the steps in your fulfillment process. However, the standard Salesforce Order Management fulfillment flows use the default Status Category mapping, so any changes to the default Status Category mapping requires the use of customized fulfillment flows.
            Example
            Example

            The following steps illustrate a simple fulfillment process.

            1. A customer submits an order on your storefront.
            2. Order Management receives the order details and runs an automated approval flow.
            3. The approved order moves to a draft status and triggers the creation of an order record and an order summary record.
            4. The order is allocated to a fulfillment location and assigned to a fulfillment order.
            5. Order items from the fulfillment order are retrieved from available inventory (picked) and packed for shipping.
            6. The order items are shipped (fulfilled).

            See Also

             
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