Salesforce order management

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Providing a seamless and differentiated customer experience is a time-consuming and challenging task. Unlike in the past, it does not end with the ‘Buy’ button and includes a slew of post-purchase servicing actions, which are frequently handled by different systems in a siloed environment. Salesforce Order Management (SOM), built on top of the world’s #1 CRM platform, promises a connected and seamless experience across channels and geographies, with a single source of truth for all your orders and records. Appstrail, as a Salesforce Partner focused on customer-driven Salesforce B2C Commerce development and strategy, can implement the Salesforce OMS customised to your needs and assist you in realising its full potential. Our certified experts can automate the seamless integration of Salesforce OMS with your eCommerce platform to provide you with a comprehensive, centralised view of your customers. 

What is a Salesforce Order Management System?   

Salesforce Order Management (SF OMS) is an app that assists businesses in fulfilling, managing, and servicing orders at scale. It tracks the stages of an order from the cart to delivery, as well as post-delivery actions such as replacement or return-and-refund. SF OMS is a complicated process that involves several e-commerce systems

Salesforce Order Management, for example, may integrate your accounting system, ERP, payment, warehouse management, and logistics into a single platform. 

Upgrade Your Business with Appstrail’s Salesforce Order Management System

There are many potential benefits to building an order management solution on the Salesforce platform. Salesforce is a powerful and flexible platform that can be custom-tailored to meet the specific needs of a business. It also offers a range of features and integrations that can make managing orders and other aspects of a business easier.

Here are a few advantages of using Salesforce for order management:


Salesforce allows businesses to tailor their order management solution to their specific needs and processes. This can make it easier to manage orders and ensure they are fulfilled efficiently and accurately. 

Integration with other tools:

Salesforce integrates with a wide range of other tools and services, including accounting, inventory management, and e-commerce platforms. This can make managing all aspects of the order fulfilment process easier, from taking orders to shipping products.


Salesforce is a cloud-based platform which can easily be scaled up or down as a business grows or changes. This can make managing orders and other aspects of a business easier as it evolves over time. 

Support and resources:

Salesforce offer a range of support and resources, including training, documentation, and community forums. This can help businesses get up and running with their order management solution quickly and easily.

Overall, building an order management solution on the Salesforce platform can provide a number of benefits for businesses, including customisation, integration, scalability, and support.

Transform Your Experience with These Salesforce Order Management Best Practices  

Here are some best practices to follow in order to get the most out of SF OMS

It is always best to collaborate with a qualified implementation partner who has a proven track record of successful implementations for successful implementation. You can also work with the Salesforce professional services team. Be aware that a faulty implementation will necessitate considerable effort to correct it.


Give preference to process builders and flows, as well as other click-based customisations, for SF OMS customisations. You resort to code-based customisation only after you’ve exhausted all other options. 

Before implementing Salesforce Order Management, examine your organisation’s internal order management process for areas for improvement. Salesforce OMS is built on best practices from the industry. So, before you manage your business processes with SF OMS, you must first analyse them. 

Appstrail Aligns Its Success with The Clients’ Success

Appstrail assures positive and profitable salesforce solutions for the manufacturing industry.   

At Appstrail, we understand financial institutions’ difficulties when transforming their operations. We provide solutions to financial institutions that help them streamline their operations and provide better experiences to their customers and members. We assist our clients in freeing up their employees to focus on more important tasks by eliminating manual entry and automating processes. And by analyzing account data trends, we assist them in gaining valuable insights that can be used to improve their products and services. Appstrail is dedicated to assisting you in the implementation of a custom Salesforce solution that keeps your audience and their needs at the forefront of everything you do. 

Interested in our services? Contact us for more information! 


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Yes, Salesforce has an OMS (Order Management System) included in its Commerce Cloud platform. The Salesforce OMS provides a range of features and capabilities, including the ability to manage and track orders, manage multiple channels, and provide robust reporting and analysis capabilities. These features can help organisations to improve the efficiency and effectiveness of their order fulfilment processes and gain valuable insights into their order data.

Yes, Salesforce can be used for order management. Salesforce is a customer relationship management (CRM) platform that provides organisations with a range of tools and features for managing and tracking customer data. This includes the ability to manage and track orders throughout the fulfilment process. Salesforce can be used for order management. By enabling the order management feature in your Salesforce instance, you can use Salesforce to manage and track orders throughout the fulfilment process and to gain valuable insights into your order data. 

The most important feature of an OMS (Order Management System) is its ability to manage and track orders throughout the fulfilment process. An OMS is a software system used to manage the process of receiving, processing, and fulfilling customer orders. In addition to managing and tracking orders, a good OMS should also provide robust reporting and analysis capabilities. This can help organisations to monitor their order data and gain valuable insights into their business operations.  

To set up order management in Salesforce, you will need to follow these steps: 

  • Enable order management in your Salesforce instance.  
  • Create order records.  
  • Manage order status and fulfilment.  
  • Monitor and report on orders. 
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