Salesforce Order Management System | Guide 2025

Online retailers and B2B suppliers often struggle with tedious order fulfillment processes. Especially when consumers demand quick shipping with timely delivery, many businesses find it time-consuming to track and process orders. But how can the shopping-to-shipping journey be seamless? Salesforce Commerce Cloud brings a unified Salesforce Order Management solution that you can easily integrate with your CRM ecosystem. 

So, what’s the specialty of Salesforce OMS? How does it function? What are its unique capabilities? That’s what the Salesforce Order Management System guide is about to unveil! 

Why Do Online Sellers Need The Salesforce Order Management System?

Lost orders, wrong deliveries, and slow cancellations – Every step of digital order processing sustains a possible risk of customer dissatisfaction! To make your online customers happy with fast delivery, you need an efficient OMS that simplifies tracking and managing orders!

Salesforce Order Management Solution brings the best advantages to keep them satisfied:

• Enable self-service for customers to place, track, or cancel orders easily
• Unify your online orders across different sales channels for smooth access
• Match orders efficiently to inventory, avoiding stockouts and overstocking
• Track real-time order fulfillment online with integrated 3PL solutions
• Accommodate complex shipping schedules for faster and more accurate deliveries
• Access comprehensive analytics and reports from a centralized platform

Further, having the Salesforce OMS integrated with your CRM platform means online buyers will have transparency about their order processing. Conversely, you will be able to service your customers quickly! 

Unpacking The Salesforce Order Management System Guide: How Does It Work?

Salesforce Order Management System isn’t just your typical OMS; it’s a powerhouse designed to streamline order workflows from start to finish. Integrated seamlessly with Commerce Cloud and natively supporting Sales and Service Clouds, it connects your entire customer experience. Here’s how it works:

• Transfer and match received orders to customer profiles automatically
• Align inventory and fulfillment locations based on delivery and stock criteria
• Track and update orders in real-time from placement to fulfillment
• Integrate fraud checks and implement custom workflows for smooth operations

Thus, the Salesforce OMS oversees the entire order lifecycle and maintains order transparency with customers. Meanwhile, it maintains order summaries to reflect real-time changes based on payment updates with fulfillment partners to reduce delivery delays.

What are the expectations? Get this faster and more efficient system to meet your customer expectations for quick shipping, transparent tracking, and easy returns!

Also Read: Shopify vs. Salesforce Commerce Cloud: Which One Should You Choose?

Explore The Core Functionalities Of The Salesforce Order Management System 

The Salesforce Order Management System offers robust core functionalities designed to streamline order processes. It enables seamless order capture, tracking, and fulfillment, ensuring real-time visibility across every stage of the customer journey. 

With features like automated workflows, inventory management, and integration with multiple sales channels, businesses can deliver flawless, efficient, and customer-centric order experiences.

Centralized Order Data

You can use Salesforce Customer 360 to access all order-related data on one screen using Salesforce OMS. You can also provide your agents with a complete view of customer interactions for better service delivery.

Facility To Order On Behalf Of

Enable your service center to become a revenue-generating powerhouse by helping your agents place orders on behalf of customers. This feature improves customer convenience and increases customer loyalty by providing personalized service!

Simplified Complex Order Routing

You can effortlessly route orders based on your inventory status and delivery location. Our Salesforce Order Management System Guide allows you to handle complex orders and save processing time. Plus, you can maintain faster delivery across customers with efficient order routing while reducing the chances of order misplacement or unwanted delays.

Fulfillment Workflows

Salesforce OMS has a drag-and-drop facility for creating fulfillment workflows using prebuilt templates. You can customize it as your business grows to increase your team’s operational efficiency with optimized workflows.

Store Associate App

Empower associates to offer personalized in-store experiences with connected data. The Salesforce Order Management System lets you view inventory with product details and customer preferences. This feature helps boost in-store fulfillment speed and accuracy by connecting online and offline channels.

Real-Time Omni-Channel Inventory

You can track your inventory in real-time across multiple channels for seamless service. Using the Salesforce OMS, you can maintain accurate stock levels and prevent out-of-stock situations. You can enhance your inventory visibility to meet customer expectations and provide them with live stock updates across different store locations!

How Does The SF Order Management System Streamline Vital Business Functions? 

Let’s discover how the solution can benefit your business functions and drive efficiency across your organization.

Operations

• Order Processing: Automatically manage order confirmation and delivery schedules across multiple channels.
• Inventory Management: Restock your inventory levels on time through automated supply chain management.
• Fulfillment and Shipping: Monitor order shipping status and maintain accuracy while reducing delivery delays.
• Returns and Refunds: Automate refund processing and order returns to enhance customer satisfaction.

Customer Management 

• Customer Order Tracking: Provide complete visibility to customers and support teams with real-time order tracking.
• Customer Data Management: Access detailed customer data for personalized engagement and targeted marketing campaigns.
• Customer Communication: Integrate communication across multiple channels and resolve issues faster.

Sales and Marketing 

• Sales Order Management: Streamline backend order entry by improving efficiency and forecasting with real-time data.
• Customer Segmentation: Use order data to create targeted campaigns and optimize customer outreach.
• Marketing Automation: Automate messaging and send personalized offers to drive customer loyalty.

Financial Management 

• Revenue Tracking: Gain clear insights into revenue generation and the order pipeline to inform financial decisions.
• Payment Processing: Get seamless integration with payment gateways to avoid customer friction and improve satisfaction.
• Accounting & Bookkeeping: Automate accounting tasks and reduce errors with accurate financial tracking.

Setting Up Your Order Management System With Ksolves Salesforce Consultation Services

Are you interested in utilizing the Salesforce Order Management System? Get assistance from Ksolves professionals with prior Salesforce Implementation and Customization expertise!

Ksolves is a proud Salesforce Summit Partner with 100+ in-house Salesforce Certified professionals to assist you with your Salesforce OMS implementation requirements. Our premier Salesforce Consultation Services will not only enhance your online presence but also increase customer engagement on your platform.

So, take one step further and book your consultation call today!