Navigate the Industries Order Management User Interface
Learning Objectives
After completing this unit, you’ll be able to:
- Summarize the Industries Order Management (OM) process flow.
- Navigate through the Industries OM user interface (UI).
Before You Start
Before you start this module, make sure you complete the following required content. The work you do here builds on the concepts and work you do in the content.
Also, consider completing the following recommended content.
Streamline Order Management
A customer’s role in their online shopping journey ends after they click the Buy button. But, sellers or service providers begin the long and complex process of order fulfillment after they receive the order. To safeguard their brand’s relationship with customers, the sellers or service providers must ensure:
- The customer gets timely updates about the order delivery.
- The item shipped is the one that the customer ordered.
- The order reaches the customer on time.
- Return, refund, or cancellation, if any, is seamless.
Salesforce’s Industries OM addresses all such challenges in the order management process—from order confirmation to shipping to fulfillment. Industries OM ensures a smooth post-purchase experience for customers through intelligent inventory management and visibility, real-time insights, and easy integration with other systems.
Meet Greg Cappelli. He’s a fulfillment designer at Infiwave—a communications service provider that sells communication equipment and services to business-to-business (B2B) and business-to-consumer (B2C) customers.
Greg is the go-to guy at Infiwave as he completes the deployment of Industries OM in the company’s digital transformation journey. To power this transformation and many other business solutions, Industries OM works seamlessly with Industries Shared Catalog, and Industries Configure, Price, Quote (CPQ). Greg’s been mulling over the high-level Industries OM process flow diagram he recently shared with the management and the implementation team at Infiwave.
To explore more about the Industries OM processes, check out this interactivity. Click each numbered callout to learn about the corresponding process.
Sign Up for a Training Playground
We don’t have any hands-on challenges in this module, but if you want to practice and try out the steps, you need a special training org that contains Industries OM, Industries CPQ, and our sample data. A regular Trailhead playground may not have these apps or our sample data.
Here’s how to get the training org now.
- Sign up for an Industries Training Playground.
- Fill out the form.
- Enter your first name and last name.
- Enter an active email address.
- Enter your company name.
- Click Sign me up. A confirmation message appears.
- Enter your first name and last name.
- When you receive the confirmation email (sometimes this takes a few minutes), log in to your training playground using the credentials in the email.
- From the App Launcher, find and select CME Admin.
- Click the Vlocity XOM Administration tab.
- Click Configure for Order Management Standard and save your changes.
Navigate the Industries OM UI
Greg decides to organize training sessions for the SKIP resources to ensure they have the necessary knowledge and skills. He starts by showing them the Industries OM user interface (UI).
- From the App Launcher, find and select Order Management (OM).
- From the Orders dropdown menu, select the All Orders list view to see the list of orders.
- Click through all the navigation bar items such as Orders, Vlocity Product Console, and Products, and explore them. These are standard Salesforce page layouts that are enhanced with order management functionality.
- Notice the Orchestration Plans and Orchestration Plan Definitions navigation bar items. These illustrate a key organizing principle of order management: run-time orchestration objects in most cases have a corresponding design-time definition object. The run-time object is an instance of the definition object.
Fulfillment designers create and test orchestration definitions during design time. When you submit an order, it triggers the definition, and the orchestration execution engine creates an instance of the definition that contains details of that orchestration object. More about these later, but for now, just realize the link between them.
Run-Time Instance |
Design-Time Definition |
|---|---|
Orchestration Plan |
Orchestration Plan Definition |
Orchestration Item |
Orchestration Item Definition |
Orchestration Dependency |
Orchestration Dependency Definition |
- In the main navigation bar, click More to expand the list of tabs and select Orchestration Queues.
The Orchestration Queues tab opens. Salesforce's orchestration execution engine balances order processing across these orchestration queues automatically and dynamically.
- From the App Launcher, find and select Vlocity Product Designer. You use the Product Designer to create new products by specifying the product's attributes, picklists, and object types. The Product Designer along with the Pricing Designer and Rules constitute the Industries Shared Catalog.
- From the Products dropdown menu, select the All Products list view to see all the products.
- From the App Launcher, find and select Vlocity Pricing Designer. You use the Pricing Designer to create, import, and maintain price lists for products, promotions, and associated rules.
- From the PriceList dropdown menu, select the All list view to see the available price lists.
SKIP resources can now easily navigate through the Industries OM UI.
What’s Next
In this unit, you got a tour of the Industries OM UI. You also discovered how to access other apps that work closely with Industries OM. The ultimate goal is to help the SKIP resources use the apps to design some of Infiwave’s order processes. But before that, Greg must guide them to create technical products using the Product Designer. Well, even before that, he must explain to them more about technical products. That’s coming up next. Keep reading!