Order Management

Simplify delivery estimations by configuring locations and shipping methods in the same window. Monitor critical order fulfillment performance in a new analytics dashboard. Enjoy more flexibility and customization when capturing payments.

  • Agentforce for Salesforce Order Management
    Transform order management routing from a reactive to a proactive process through agentic location exclusion and rerouting.
  • Monitor AI-Generated Insights and Fulfillment Data in a Single Dashboard
    The real-time analytics dashboard shows performance and key insights across order fulfillment metrics. Customize the display to view order fulfillment processing by location or category, and filter by date range. Make confident decisions with critical order fulfillment data.
  • Control the Order of Payment Capture
    Define a sequence when capturing funds from multiple payment methods. Previously, default logic determined how to apply funds to an invoice, which limited control over split fulfillments or specific payment types. You can now add an action element to the Ensure Funds Async flow or implement your own default payment sequence using Apex to rank payment summaries and specify capture amounts.
  • Manage Locations While Configuring Shipping Methods
    Assign locations and control pickup times for individual locations in the Shipping Method setup window without switching between multiple tabs.