Use an AI agent to set up Order Management and complete common Order Management tasks conversationally, such as finding and canceling order items. Use the agent to cancel items in an order, quote a delivery date, or check and correct a SKU's inventory. Describe the goal in your own words. You review and confirm each change before the agent applies it.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with a Salesforce Order Management license.
Note Headless 360 MCP Server is a beta service that is subject to the Beta Services Terms at
Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by
Customer, and applicable terms in the Product Terms Directory. Use of this beta service is at the Customer's
sole discretion.
How: Connect an AI client, such as Claude Code, Cursor, Agentforce Vibes, or Slack for orgs that have it, to the Headless 360 MCP Server (Beta). Describe the goal in your own words.