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SUNIL BISHNOI (Tech Lead - Communication Cloud bei TriarIT) postete in #SalesforceIndustries
13. März 2025, 13:36

Introducing Salesforce Industries Health Check Analysis. 

 

Each Comms/Media/Health/... Cloud implementation deserves a Health Check run from time to time. 

Happy to announce our new SF Review App It is free to use and publicly listed in the Chrome Web Store. 

 

https://chromewebstore.google.com/detail/ippedapabpdbjpabedkkncdnbbgbnkkf?utm_source=item-share-cb

 

- Scans through org and Highlight high, medium and low-risk items across CPQ, OM, EPC, and OmniStudio. 

- View detailed information for each risk item. 

- Identify misconfigurations and vulnerabilities 

- Improve performance and scalability 

- Readiness check on migration to CPQ Standard (Core) APIs. 

- Generate a Report containing all analyses. 

- Seamless integration with Salesforce. 

- Save time 

 

Give it a shot and take your Salesforce Industries implementation to the next level 🚀 

 

Enjoy! 

 

@Vlocity @Salesforce OmniStudio Developer

 

#Salesforce #Chrome Extension  #SalesforceIndustries #CommunicationCloud #Vlocity

 

Introducing Salesforce Industries Health Check Analysis. Each Comms/Media/Health/... Cloud implementation deserves a Health Check run from time to time.

 

#Omnistudio  #CPQ  #Order Management  #Telecommunications

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Farhan Cutlerywala (Salesforce Manager / Product Owner - Order Management System & Agentic AI bei Regal Rexnold)
14. Feb. 2024, 15:10
Replication of ERP Customer Master Data in Salesforce.

We have a Business Requirement to map ERP Sold To, Ship To, and Bill To related data at the Account Level. We are implementing Order Management and need to initiate from Salesforce, which requires the dropshipping concept in Salesforce. This was earlier done in ERP where One Sold To have multiple Ship To. We have developed a Custom Solution; however, it is not scaleable. Any input on how businesses are managing this? I would love to hear from someone and would like to speak. #Order Management #AccountEngagement #Sales Cloud

1 Antwort
  1. Andrew Russo (BACA Systems) Forum Ambassador
    14. Feb. 2024, 15:16

    what about a custom object called ship to addresses with a MD relationship back to the account, then create a record for each ship to address?

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Dave Malich (Director of Revenue Operations bei OpenText) fragte in #Opportunity Renewal Management
15. Feb. 2024, 22:20
Identifying Closed Won Renewal Opportunities that did not result in a Contract being created.

I've generated a report to ensure the Active Contacts with renewable products always have a new Renewal Opportunity created for the next annual period.  However, I've run into cases where we booked a Renewal Opportunity and an Order was created, but new Contract was NOT created for the renewal period.  Is there a report I can generate to find all Closed Won Renewal Opportunity that did not result in an Contract being created?

 

#Opportunity Renewal Management  #Contracts Object  #Opportunities Pipeline  #Active Subscriptions  #Order Management

1 Antwort
  1. Steve Molis (You Owe Me a Beer, Inc.)
    15. Feb. 2024, 22:48

    How are you tracking "Contracts"?  Is that a standard or Custom Object record that is connected to the Opportunity record via a Lookup(Opportunity) field or something like that? 

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Astie Yovo-Kpela (Salesforce Manager bei GovDocs) fragte in * Commerce Salesforce Order Management *
27. Okt. 2023, 21:04
Bulk order creation in OMS

Hi all. Reaching out to you for input on a hiccup we’re trying to solve for. We are implementing B2B and OMS. Here is my scenario. 

I must ship to an account with 1000 locations.  2 different products are being shipped to each location at a qty that varies according to the customer’s request. 

The current solution is to create 2000 staging orders (custom object) that are grouped into orders per Contact Point Address. Once the 1k orders/order summaries are ready to go to the shipping vendor, 1k fulfillment orders are created via a custom button. Shipping confirmation back from the shipping vendor changes the status of the fulfilment orders and set the order summaries status to closed. (Fyi, a job runs nightly to delete the staging orders).

This gives us row lock error while creating order summaries from a large number of orders at one time. What is the best practice here? I am new to OMS so trying to understand better the implications. Since we have a high volume of orders every day, should we be creating orders summaries the way we do? One suggestion is to create fulfillment orders directly. I’m curious. How are you handling high volume order creation via OMS? Thank you in advance for your input. 

  #Order Management

2 Antworten
  1. Firat Esmer (OSF DIGITAL)
    28. Okt. 2023, 13:37

    Hi @Astie Yovo-Kpela,

    When there are multiple Apex transactions that are creating Order Summary records by Connect API, the related Account of the Order will be queried by that Connect API which will cause the lock row issue. If it was B2C, I'd say go with multiple Apex Batches since most of the time the Account will be different but in your case, I'd go with Apex Batch but one at a time/serial (in order to prevent having lock issues).

     

    Regarding Fulfillment Order creation, I'd separate that process from the Order Summary creation process by creating another Apex Batch.

     

    Also please check this Salesforce Architect article which provides useful information for Record-Triggered Automation | Salesforce Architects

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Charalampos Georgiadis (Developer bei Bergfreunde)
13. Nov. 2023, 13:47
How to cancle a complete Order Summaries or complete Fulfillment Orders.

I want to know how to cancel a whole FO and OS. There is a core action for cancel a FO item but is there something similar for the Order Summaries or complete Fulfillment Orders?

We have also seen that you can reduce orders (orderitems), but from my understanding you can do this before the fulfillment orders.

 

The main reason for this is when a package is lost during shipping

 

 #Order Management 

2 Antworten
  1. Firat Esmer (OSF DIGITAL)
    23. Nov. 2023, 16:07

    Hey @Charalampos Georgiadis,

    Fulfillment Order object have a standard field called Status which also contains Status Category as well. Rather than Status, Status Category decides what will happen to the Fulfillment Order record. By default, the Canceled status is assigned to the Canceled Status Category. Status category means Salesforce performs some actions behind the scene that's why you can't change the status after once Fulfillment Order record is Canceled.

    In order to cancel the whole Fulfillment Order record, all you need to do is select the appropriate status (Canceled) and Fulfillment Order will be canceled.

    There is no such core action for Order Summary because it doesn't have Status Category which means you can go back and forth with the Order Summary records but you can't do the same with Fulfillment Order records.

     

    Regarding adjustments, you can use after Fulfillment Order creation as well. See Post-fulfillment https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_om_actions_adjust_ois_submit.htm&type=5

    Hey ,Fulfillment Order object have a standard field called Status which also contains Status Category as well.

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Billy Lewis II (Director, Technical Program Management bei Tableau a Salesforce Company) postete in Commerce Trailblazers
25. Okt. 2023, 20:55

Customers and Partners its time again for Commerce Cloud Product Management team to share the Commerce Cloud Roadmaps for Spring '24! You will have the choice to attend up to 3 different sessions.  Please reach out to your Account Teams for the registration information!

 

The first session happening on November 14, 2023 will be the B2C Commerce roadmap for Spring ’24 and the roadmap vision for 2024. We will walk you through the innovations and products for our Commerce Cloud products on the B2C Commerce platform - B2C, Storefront, OMS, Payments, and Einstein GPT.

 

Note: B2C Commerce Roadmaps will now be in the same cadence as the Salesforce release cadence and no longer H1 and H2 but with Spring, Summer, and Winter.

 

The second session will be November 15, 2023 This session will focus on the innovations and products for the Salesforce Commerce solution. Products and innovations covered in this session will be all around those built for the Salesforce platform - B2B, D2C Commerce, OMS, Payments, and Einstein GPT. While this session will be focused on the Commerce Solutions for the Salesforce Platform, this is a great session for all Commerce Cloud Customers and Partners and we highly encourage all our Customers and Partners to attend!

 

The third session will be November 16, 2023. This session will cover the Order Management Roadmap for Spring ’24. This roadmap session is geared to all Order Management customers and prospects regardless if you are a current Commerce Cloud B2C Commerce or Salesforce Commerce customer. We do recommend that Commerce Cloud B2C Commerce and Commerce Cloud Salesforce Commerce customers also attend those respective roadmap sessions for their product specific Order Management roadmaps.

 

Again, please reach out to your Account Teams to get the registration information!

 

#B2C Commerce #B2B Commerce #Order Management #EinsteinGPT 

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Billy Lewis II (Director, Technical Program Management bei Tableau a Salesforce Company) postete in B2C Commerce Developers
27. Okt. 2023, 16:30

Customers and Partners its time again for Commerce Cloud Product Management team to share the Commerce Cloud Roadmaps for Spring '24! You will have the choice to attend up to 3 different sessions.  Please reach out to your Account Teams for the registration information!

 

The first session happening on November 14, 2023 will be the B2C Commerce roadmap for Spring ’24 and the roadmap vision for 2024. We will walk you through the innovations and products for our Commerce Cloud products on the B2C Commerce platform - B2C, Storefront, OMS, Payments, and Einstein GPT.

 

Note: B2C Commerce Roadmaps will now be in the same cadence as the Salesforce release cadence and no longer H1 and H2 but with Spring, Summer, and Winter.

 

The second session will be November 15, 2023 This session will focus on the innovations and products for the Salesforce Commerce solution. Products and innovations covered in this session will be all around those built for the Salesforce platform - B2B, D2C Commerce, OMS, Payments, and Einstein GPT. While this session will be focused on the Commerce Solutions for the Salesforce Platform, this is a great session for all Commerce Cloud Customers and Partners and we highly encourage all our Customers and Partners to attend!

 

The third session will be November 16, 2023. This session will cover the Order Management Roadmap for Spring ’24. This roadmap session is geared to all Order Management customers and prospects regardless if you are a current Commerce Cloud B2C Commerce or Salesforce Commerce customer. We do recommend that Commerce Cloud B2C Commerce and Commerce Cloud Salesforce Commerce customers also attend those respective roadmap sessions for their product specific Order Management roadmaps.

 

Again, please reach out to your Account Teams to get the registration information!

 

#B2C Commerce #B2B Commerce #Order Management #EinsteinGPT 

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Billy Lewis II (Director, Technical Program Management bei Tableau a Salesforce Company) postete in * Commerce Salesforce Order Management *
25. Okt. 2023, 20:54

Customers and Partners its time again for Commerce Cloud Product Management team to share the Commerce Cloud Roadmaps for Spring '24! You will have the choice to attend up to 3 different sessions.  Please reach out to your Account Teams for the registration information!

 

The first session happening on November 14, 2023 will be the B2C Commerce roadmap for Spring ’24 and the roadmap vision for 2024. We will walk you through the innovations and products for our Commerce Cloud products on the B2C Commerce platform - B2C, Storefront, OMS, Payments, and Einstein GPT.

 

Note: B2C Commerce Roadmaps will now be in the same cadence as the Salesforce release cadence and no longer H1 and H2 but with Spring, Summer, and Winter.

 

The second session will be November 15, 2023 This session will focus on the innovations and products for the Salesforce Commerce solution. Products and innovations covered in this session will be all around those built for the Salesforce platform - B2B, D2C Commerce, OMS, Payments, and Einstein GPT. While this session will be focused on the Commerce Solutions for the Salesforce Platform, this is a great session for all Commerce Cloud Customers and Partners and we highly encourage all our Customers and Partners to attend!

 

The third session will be November 16, 2023. This session will cover the Order Management Roadmap for Spring ’24. This roadmap session is geared to all Order Management customers and prospects regardless if you are a current Commerce Cloud B2C Commerce or Salesforce Commerce customer. We do recommend that Commerce Cloud B2C Commerce and Commerce Cloud Salesforce Commerce customers also attend those respective roadmap sessions for their product specific Order Management roadmaps.

 

Again, please reach out to your Account Teams to get the registration information!

 

#B2C Commerce #B2B Commerce #Order Management #EinsteinGPT 

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Billy Lewis II (Director, Technical Program Management bei Tableau a Salesforce Company) postete in * Salesforce Commerce for B2B & D2C *
25. Okt. 2023, 20:53

Customers and Partners its time again for Commerce Cloud Product Management team to share the Commerce Cloud Roadmaps for Spring '24! You will have the choice to attend up to 3 different sessions.  Please reach out to your Account Teams for the registration information!

 

The first session happening on November 14, 2023 will be the B2C Commerce roadmap for Spring ’24 and the roadmap vision for 2024. We will walk you through the innovations and products for our Commerce Cloud products on the B2C Commerce platform - B2C, Storefront, OMS, Payments, and Einstein GPT.

 

Note: B2C Commerce Roadmaps will now be in the same cadence as the Salesforce release cadence and no longer H1 and H2 but with Spring, Summer, and Winter.

 

The second session will be November 15, 2023 This session will focus on the innovations and products for the Salesforce Commerce solution. Products and innovations covered in this session will be all around those built for the Salesforce platform - B2B, D2C Commerce, OMS, Payments, and Einstein GPT. While this session will be focused on the Commerce Solutions for the Salesforce Platform, this is a great session for all Commerce Cloud Customers and Partners and we highly encourage all our Customers and Partners to attend!

 

The third session will be November 16, 2023. This session will cover the Order Management Roadmap for Spring ’24. This roadmap session is geared to all Order Management customers and prospects regardless if you are a current Commerce Cloud B2C Commerce or Salesforce Commerce customer. We do recommend that Commerce Cloud B2C Commerce and Commerce Cloud Salesforce Commerce customers also attend those respective roadmap sessions for their product specific Order Management roadmaps.

 

Again, please reach out to your Account Teams to get the registration information!

 

#B2C Commerce #B2B Commerce #Order Management #EinsteinGPT 

Kommentar schreiben...
0/9000
Billy Lewis II (Director, Technical Program Management bei Tableau a Salesforce Company) postete in * B2C Commerce *
25. Okt. 2023, 20:52

Customers and Partners its time again for Commerce Cloud Product Management team to share the Commerce Cloud Roadmaps for Spring '24! You will have the choice to attend up to 3 different sessions.  Please reach out to your Account Teams for the registration information!

 

The first session happening on November 14, 2023 will be the B2C Commerce roadmap for Spring ’24 and the roadmap vision for 2024. We will walk you through the innovations and products for our Commerce Cloud products on the B2C Commerce platform - B2C, Storefront, OMS, Payments, and Einstein GPT. 

 

Note: B2C Commerce Roadmaps will now be in the same cadence as the Salesforce release cadence and no longer H1 and H2 but with Spring, Summer, and Winter.

 

The second session will be November 15, 2023 This session will focus on the innovations and products for the Salesforce Commerce solution. Products and innovations covered in this session will be all around those built for the Salesforce platform - B2B, D2C Commerce, OMS, Payments, and Einstein GPT. While this session will be focused on the Commerce Solutions for the Salesforce Platform, this is a great session for all Commerce Cloud Customers and Partners and we highly encourage all our Customers and Partners to attend!

 

The third session will be November 16, 2023. This session will cover the Order Management Roadmap for Spring ’24. This roadmap session is geared to all Order Management customers and prospects regardless if you are a current Commerce Cloud B2C Commerce or Salesforce Commerce customer. We do recommend that Commerce Cloud B2C Commerce and Commerce Cloud Salesforce Commerce customers also attend those respective roadmap sessions for their product specific Order Management roadmaps.

 

Again, please reach out to your Account Teams to get the registration information!

 

#B2C Commerce #B2B Commerce #Order Management #EinsteinGPT 

Kommentar schreiben...
0/9000