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            Objects Used by Order Management

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            Objects Used by Order Management

            Order Management objects, together with existing objects, represent the elements of an order as it progresses through its lifecycle.

            Required Editions

            View supported editions.

            Order Management uses these object types to represent data in the order workflow. Some of them are standard Salesforce objects, and some are available only in orgs with an Order Management license.

            Object Requires Order Management License Description
            Account (Person Account)   When using Person Accounts, an account of the Person Account record type represents an individual shopper. When not using Person Accounts, a standard account and contact together represent an individual shopper. A business account buyer or shopper always has a standard account and a contact.
            Card Payment Method Checkmark A credit card or debit card.
            Contact   When not using Person Accounts, a standard account and contact together represent an individual shopper. When using Person Accounts, contacts aren’t used for individual shoppers. A business account buyer or shopper always has a standard account and a contact.
            Credit Memo Checkmark An amount to be refunded after an invoice has been generated. Associated with one or more change orders.
            Credit Memo Line Checkmark A portion of the amount of a credit memo. One credit memo line can represent the full amount of a credit memo.
            Digital Wallet Checkmark A digital payment method.
            Fulfillment Order Checkmark A fulfillment request or shipper’s instruction that can be sent to a fulfillment location. Represents a group of products and delivery charges on a single order that have the same fulfillment location, delivery method, and recipient. They can be included in one shipment or split into multiple shipments. A fulfillment order is associated with one order summary.
            Fulfillment Order Product Checkmark A product or delivery charge associated with a fulfillment order. Associated with one order product summary.
            Fulfillment Order Product Adjustment Checkmark A price adjustment on a fulfillment order product, usually a discount. Associated with one order product adjustment summary.
            Fulfillment Order Product Tax Checkmark The tax on a fulfillment order product or fulfillment order product adjustment. Associated with an order product tax summary.
            Invoice Checkmark An amount to be paid. Associated with one fulfillment order.
            Invoice Line Checkmark A portion of the amount of an invoice. One invoice line can represent the full amount of an invoice.
            Location Checkmark A location that fulfills orders, such as a warehouse or retail store.
            Location Group Checkmark A group of inventory locations. You can define location groups according to the logic of your business needs. For example, a location group can represent the warehouses in a geographic region, or it can include the fulfillment centers associated with a particular online storefront.
            Location Group Assignment Checkmark Represents the relationship between a location and a location group that includes it. You can assign a location to multiple location groups, in which case there’s one location group assignment for each location group that it’s assigned to.
            Order   An original order or a change to an order, such as a return or cancellation. It’s associated with one order summary, which represents the current state of an order. The values on order records don’t usually change. In Order Management, you usually interact with order summaries instead of orders.
            Order Adjustment Group Checkmark Defines a related set of price adjustments to order products on one order. In Order Management, you usually interact with order adjustment group summaries instead of order adjustment groups.
            Order Adjustment Group Summary Checkmark Defines a related set of price adjustments on order product summaries belonging to one order summary. The integration with Salesforce B2C Commerce assigns an order adjustment group summary for each storefront promotion to the adjustments that belong to that promotion.
            Order Delivery Group Checkmark Defines a group of order products belonging to one order to be fulfilled using the same delivery method and delivered to the same recipient. In Order Management, you usually interact with order delivery group summaries instead of order delivery groups.
            Order Delivery Group Summary Checkmark Defines a group of order product summaries belonging to one order summary to be fulfilled using the same delivery method and delivered to the same recipient. An order delivery group summary is used to create one or more fulfillment orders.
            Order Delivery Method Checkmark Order Management uses an order delivery method record together with a product record to represent a delivery method. The product record is added to an order to represent a charge for that delivery method.
            Order Payment Summary Checkmark Represents one or more payments that use the same payment method and are associated with the same order summary. The order payment summary’s values are the sums of the values of the included payments. Unlike most summary objects, there’s no corresponding Order Payment object.
            Order Product   An original product on an order. It can also represent a charge, such as a delivery charge. With an order product summary change, it can also represent a change to a product on an order, such as a return or cancellation. In Order Management, you usually interact with order product summaries instead of order products.
            Order Product Adjustment Checkmark An adjustment to the price of an order product, usually a discount. However, in Order Management, you typically interact with order product adjustment summaries instead of order product adjustments.
            Order Product Adjustment Summary Checkmark An adjustment to the price of an order product summary, usually a discount.
            Order Product Summary Checkmark The current state of a product in an order summary. The summary tracks status by quantity. For example, the summary could show an ordered quantity of 3, canceled quantity of 1, and fulfilled quantity of 2. The summary is associated with an original order product and any order product summary changes that apply to it, such as returns or cancellations.
            Order Product Summary Change Checkmark Data related to a change to an order product summary, such as a return or cancellation. It’s associated with an order product summary and an order product.
            Order Product Tax   The tax on an order product. However, in Order Management, you usually interact with order product tax summaries instead of order product taxes.
            Order Product Tax Summary Checkmark The current state of tax on an order product summary or order product adjustment summary. Multiple order product tax summaries can apply to one order product summary or order product adjustment summary.
            Order Summary Checkmark Represents the current properties and state of an order, including fulfillment information. The summary is associated with one order that represents the original order. The order summary’s values are the sums of the values in the original order and any subsequent orders representing changes, such as returns or cancellations.
            Order Summary Routing Schedule Checkmark Represents an attempt to route an order summary to one or more inventory locations for fulfillment. You can use it to schedule future attempts and to record completed attempts.
            Payment Checkmark A single payment capture or sale.
            Payment Authorization Checkmark A single payment authorization.
            Payment Credit Checkmark Tracks the amount of money returned to the customer. The return can be a store credit, a gift card, or another type of credit. It's linked to the original payment record and includes the total credit amount issued.
            Payment Credit Line Payment Checkmark A payment credit line payment.
            Payment Credit Transaction Checkmark A payment credit transaction.
            Payment Gateway Checkmark A connection to an external payment gateway.
            Payment Gateway Log Checkmark A record of information exchanged between the Salesforce payments platform and an external payment gateway. It can also store data from external payment entities.
            Payment Gateway Provider Checkmark Used internally by the payment gateway connection.
            Payment Group Checkmark A group of payment transactions that have been processed for an order.
            Payment Line Invoice Checkmark A payment allocated to or unallocated from an invoice.
            Payment Method Checkmark A payment method, such as credit card, cash, or digital wallet.
            Pending Order Summary Checkmark An intermediate storage for B2C order details that are being processed by High Scale Orders. Order details are then processed and converted into an OrderSummary object and related entities.
            Person Account   An individual shopper account.
            Price Book Entry  

            The price of a product in a price book. Order Management doesn’t use this object, but because order products require them, it creates dummy price book entry records. When you create products to represent delivery methods, you must also add dummy price book entry records.

            If the Optional Price Books feature is enabled, Order Management doesn’t create price book entry records, and delivery method products don’t require them.
            Process Exception Checkmark Represents an unexpected problem with a business process, such as payment capture.
            Product   A product that a merchant sells or has sold. A product is also used to represent delivery charges for one or more order delivery methods.
            Refund Checkmark A single refund transaction.
            Refund Line Checkmark A portion of a refund that has been applied to or unapplied from a payment. One refund line can represent the full amount of a refund.
            Return Order Checkmark The return of order products. It’s associated with one order summary.
            Return Order Line Item Checkmark A specific order product that is associated with a return order.
            Return Order Item Adjustment Checkmark A price adjustment on a return order line item.
            Return Order Item Tax Checkmark The tax on a return order line item or a return order item adjustment.
            Sales Channel Checkmark A source of orders, such as a web storefront, physical store, marketplace, or mobile app. If you use Salesforce B2C Commerce, we recommend creating a sales channel record for each site in your B2C Commerce implementation.
            Shipment Checkmark

            A single package that is associated with one fulfillment order.

            The Shipment object is also available with Field Service. However, it’s associated only with a fulfillment order in Order Management orgs.
            Shipment Item Checkmark A product included in a shipment that is associated with one fulfillment order product.
            Web Store Requires the B2B Commerce license A source of orders, usually for B2B orders.
             
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