Step 1: Set Up Omnichannel Inventory in Salesforce

Configure Salesforce to run Omnichannel Inventory.

  • Enable Omnichannel Inventory
    If you’re new to the Salesforce platform, start by setting up a Salesforce org.
  • Users and Permissions
    To access Omnichannel Inventory features, users require either the System Administrator profile or the Omnichannel Inventory Manager permission set. You can assign the permission set to users with the Identity user license.