Prepare your org and other components before integrating Omnichannel Inventory.
Required Editions
| Available in: Lightning Experience. On Mobile, you can view record pages but can’t use other Omnichannel Inventory features. |
- If you plan to integrate with Salesforce Order Management, first implement Order Management.
- 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 in the Object Reference.
- Plan how you want to handle data imports from an external system of record, such as a WMS.
- Select the physical and virtual inventory locations to include in the Omnichannel
Inventory location graph. When using D2C Commerce, your location graph is limited to one
location and one location group.
Note Changing the location graph after uploading inventory data can cause performance issues. See Manage Locations and Location Groups in Salesforce Help. - Determine how to transfer existing inventory data import processes from your store to Omnichannel Inventory.
- Prepare when to switch from your existing implementation to the integrated system. For example, you can plan an order moratorium while switching to the new system to manage availability data.
- Explore whether other existing customizations or business processes can benefit from being reimplemented in Omnichannel Inventory.