Salesforce Order Management

Modify and customize routing logic through agents and UI-based rule groups. Receive tailored suggestions for your org from the Order Management agent. Provide more accurate delivery estimations to more users.

• Salesforce Order Management Features Released Monthly
  The Summer ’26 release includes updates happening from April through July 2026. See the Spring ’26 Release Notes for previous months.
• Agentforce for Salesforce Order Management
  Use the Order Management agent to temporarily exclude fulfillment locations from routing.
• Chatter is Turned Off by Default on New Orgs
  Chatter is turned off by default in all new orgs. For any features in these orgs that require access to Chatter functionality or the Chatter APIs, turn on Chatter.
• Mitigate Supply Chain Issues with Proactive Fulfillment Alerts
  Manage supply chain disruptions before they impact your customers. Agentforce continuously monitors your orders to flag at-risk locations so that you can intervene early. Get recommended changes to your order routing logic to help fix the root causes of order disruption. With proactive alerts, reduce last-minute fixes, save your reps’ time on exception handling, and protect your customer delivery promises.
• Manage Order Routing Logic with UI-Based Rules
  Update routing and fulfillment logic directly in the UI and reduce lengthy, manual updates in Salesforce Flow. Create a rule group and add either custom rules or preconfigured rules: inventory availability, location proximity, overstock, and split optimization. Add weights to the rules in your group for greater routing customization.
• Use Custom Routing Rule Logic for Delivery Estimations
  Provide customers with more accurate delivery estimations by using your store’s custom routing logic to calculate estimation. Assign a routing rule group as the routing logic, and delivery estimations use that logic when determining the shipping time.
• Modify Routing Logic with Custom Weighted Rules
  Create custom weighted rules to refine routing logic. Custom weighted rules score locations based on standard and custom objects.
• Get Insight into Order Routing
  View the details of order routing and location selection on the new Routing Explanation panel of the fulfillment order page. The explanation panel provides a breakdown of a location’s scores and why it was selected.
• Avoid Markdowns by Routing Orders to At-Risk Locations
  Create markdown avoidance routing rules to prioritize products from locations that face upcoming markdowns.
• Compare Simulations of Routing Rule Groups to Optimize Fulfillment
  Simulate how your order history would’ve performed under the conditions of a different rule group, and compare that simulation to the actual order routing. Run multiple simulations to compare various routing groups, and use the simulated data to choose the rule group that performs best.
• Manage Physical and Digital Products in a Unified Order View
  Bring physical logistics and digital orchestration together in one order summary by integrating Order Management with Dynamic Revenue Orchestrator (DRO). Your service agents and fulfillment teams can track fulfillment for orders that contain physical items and digital line items without switching systems.
• Cancel and Return Orders Without Disrupting Fulfillment Plans
  Cancel digital items or return physical items from your orchestrated orders while keeping fulfillment plans intact. With new flows for Order Management, you can freeze a plan, cancel digital line items that haven't reached the point of no return, and process returns for physical items. After reconciliation, the plan is automatically updated and unfrozen. If you abandon a cancellation midway, use the unfreeze flow to recover and resume normal operations.
• Expand Region and Shipment Coverage for Delivery Estimations
  You can now provide delivery estimations for customers in the UK and Canada. We’ve also added Royal Mail and Canada Post to the list of supported carriers.
• Improve Delivery Estimation Accuracy by Using Processing Times
  Create location-specific or item-specific processing times to more accurately predict how long it takes to fulfill an order.
• Configure Paths on the Return Order and Shipment Objects
  Configure a path on the bottom of the Return Order and Shipment objects so that customer service reps can track the progress of a task.
• Set the Reserved at Location Field in Standard Reports
  The option to set Reserved at Location is supported on all standard reports.
• New Invocable Actions
  Use new invocable actions for Salesforce Order Management.