This guide outlines the necessary steps for Salesforce Administrators to understand, set up, and use Salesforce Omnichannel Inventory.
Follow the steps in the order they appear.
- Omnichannel Inventory Basics
Familiarize yourself with basic Omnichannel Inventory concepts to help you plan your implementation. - Plan Your Omnichannel Inventory Implementation
Consider your inventory requirements and plan your implementation. - Step 1: Set Up Omnichannel Inventory in Salesforce
Configure Salesforce to run Omnichannel Inventory. - Step 2: Integrate B2C Commerce
If you’re integrating Omnichannel Inventory with a Salesforce B2C Commerce storefront, configure the integration. Otherwise, skip to the next step. - Step 3: Configure Omnichannel APIs
You can implement Omnichannel Inventory functionality via the headless Commerce API, Connect API, and invocable actions. - Step 4: Initialize Omnichannel Inventory Data in Your Salesforce Org
After setting up the Omnichannel Inventory APIs, initialize the inventory data in your Salesforce org. - Step 5: Activate the B2C Commerce Integration
If you’re integrating Omnichannel Inventory with a Salesforce B2C Commerce storefront, follow these steps to activate the integration. - Update Salesforce Omnichannel Inventory from the Previous Version
To update an existing Salesforce Omnichannel Inventory implementation, follow these instructions along with the setup steps.