Requirements

• Salesforce Experience: Familiarity with Salesforce
• Knowledge of Order Management Concepts: Understanding of eCommerce Operations
• Salesforce Order Management Admin Training: Salesforce provides specialized training and learning paths
• including Trailhead modules
• to help you understand the features of Salesforce Order Management.

Description

Welcome to the OMS-435: Salesforce Order Management Administrator course! This comprehensive training is designed for professionals looking to specialize in Salesforce Order Management—a critical component for businesses aiming to optimize their order processing and fulfillment operations. With Salesforce’s powerful suite of tools, managing the entire order lifecycle, from creation to fulfillment and customer service, has never been more efficient.

As organizations increasingly look to Salesforce to manage their business operations, mastering Salesforce Order Management becomes a key asset. This course provides you with a deep dive into configuring and administering Salesforce Order Management, as well as integrating it with other Salesforce products and automating workflows. Whether you're an administrator, consultant, product manager, or operations leader, this course will arm you with the knowledge and hands-on skills to manage and optimize order management processes within your organization.

Course Overview:

Salesforce Order Management enables businesses to handle all aspects of their order processing seamlessly, from tracking inventory and processing payments to managing customer communications. By offering real-time insights, advanced automation features, and easy integration with other Salesforce Clouds, it plays an essential role in enhancing efficiency and providing a seamless customer experience.

In this course, you will learn the fundamentals of Salesforce Order Management, including how to set up and manage orders, pricing, products, and returns. Additionally, you will understand how to automate order management tasks using tools like Salesforce Flow, Process Builder, and Apex, and gain expertise in integrating the system with other Salesforce Clouds, such as Salesforce Commerce Cloud and Salesforce Service Cloud.

Target Audience:

This course is ideal for:

• Salesforce Administrators: Professionals looking to expand their knowledge into order management systems and become experts in configuring and managing Salesforce Order Management.

• E-commerce Managers: Those involved in managing e-commerce operations and looking to improve the order fulfillment process and customer service.

• Salesforce Consultants: Individuals who want to specialize in Salesforce Order Management and assist clients in configuring and optimizing their order management systems.

• Operations Managers and Product Managers: Professionals focused on improving operational efficiency and enhancing product and order lifecycle management.

By the end of this course, you will be equipped to confidently handle complex order management systems, streamline processes, and optimize workflows within Salesforce.

Course Structure and Key Topics:

The OMS-435 course is structured into easy-to-follow modules, each of which covers essential topics necessary for managing and optimizing the Salesforce Order Management system.

1. Introduction to Salesforce Order Management:

   • Learn what Salesforce Order Management is and how it integrates into the Salesforce ecosystem.

   • Understand the order lifecycle, including how orders are created, processed, and fulfilled.

   • Overview of key components such as products, price books, and order types.

2. Product and Pricing Management:

   • Gain in-depth knowledge of configuring products within Salesforce Order Management.

   • Learn how to manage pricing, discounts, and price books.

   • Understand how to set up and manage product catalogs and ensure accurate product availability.

3. Order Creation and Fulfillment:

   • Learn how to create orders within Salesforce and configure the order lifecycle stages.

   • Understand how to manage and track order fulfillment, including shipping and delivery processes.

   • Explore how to handle returns and cancellations within the system, ensuring smooth customer experiences.

4. Automation with Salesforce Tools:

   • Understand how to automate order management processes using Salesforce Flow, Process Builder, and Apex.

   • Learn to set up automation for order approvals, inventory updates, and customer notifications.

   • Gain insights into best practices for using automation to reduce manual effort and improve efficiency.

5. Integration with Salesforce Clouds and Third-Party Systems:

   • Learn how Salesforce Order Management integrates with Salesforce Commerce Cloud, Service Cloud, and CPQ.

   • Understand the process of syncing order data across systems for accurate, real-time updates.

   • Explore the tools and methods for integrating Salesforce Order Management with third-party fulfillment and shipping services.

6. Reports and Analytics:

   • Learn how to create customized reports and dashboards to track order performance.

   • Understand how to monitor key performance indicators (KPIs) such as order volume, fulfillment times, and customer satisfaction.

   • Gain insights into how to leverage Salesforce's built-in analytics tools to make data-driven decisions.

7. User Management and Security:

   • Learn how to manage user roles, profiles, and permissions to ensure the right access levels for different team members.

   • Understand how to set up and maintain security controls around order data and customer information.

   • Explore compliance considerations for handling sensitive order data, particularly in regulated industries.

8. Troubleshooting and Support:

   • Learn how to diagnose and troubleshoot common issues in order management systems.

   • Explore best practices for providing ongoing support to end-users and addressing technical issues quickly.

   • Gain strategies for continuously improving order management systems based on feedback and system performance.

Who this course is for:

• Salesforce Administrators
• E-commerce Administrators
• Salesforce Consultants