If you’re new to the Salesforce platform, start by setting up a Salesforce org.
The person who signed your Omnichannel Inventory order form received a welcome email for the org. Their email address is the user ID of the org’s initial Salesforce admin account. For information about setting up the org, see Set Up and Maintain Your Salesforce Organization in Salesforce Help.
Important Instructions to log out, refresh a page, or wait for the cache to
update are easy to miss. Skipping them can cause problems that are hard to troubleshoot, so
follow every step carefully.
- Enable Lightning Experience. Omnichannel Inventory isn’t currently supported on Salesforce Classic or Mobile. On Mobile, you can view record pages but can’t use other Omnichannel Inventory features.
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If you plan to integrate with Salesforce Order Management, implement Order Management.
Note If you use the Create Reship Order flow, customize it to set the applyOCI variable to true. Its default value is false. - If you aren’t using Salesforce Order Management, define a set of fulfillment location types, such as Warehouse and Retail Store. Add them to the Location Type picklist on the Location object. For details about the location object, see Location.
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From Setup, in the Quick Find box, enter Omnichannel Inventory,
and then select Omnichannel Inventory.
Note Omni-Channel is a different product.
- Turn on the Omnichannel Inventory setting.