1. About the Salesforce Order Management Administrator Accredited Professional Exam
The Salesforce Order Management Administrator Accredited Professional exam is intended for an individual who has broad knowledge of the Order Management discipline and knowledge of the Salesforce platform and its capabilities along with the ability to troubleshoot and solve basic platform issues.
- Content: 60 multiple-choice / multi-select questions
- Time allotted to complete the exam: 90 minutes
- Passing Score: 67% (41 out of 60 questions)
- Registration Fee: $150 plus applicable taxes
- Retake Exam Fee: $75 plus applicable taxes
- Prerequisites: None
2. Exam Outline
| Topics | Weighting | Questions |
| Order Management Basics | 17% | 10 |
| Process Automation and Integrations | 27% | 16 |
| Deployment and Debugging | 17% | 10 |
| Data Model | 25% | 15 |
| User Experience and Customization | 8% | 5 |
| Advanced Topics | 6% | 4 |
3. Salesforce Order Management Administrator AP Exam Study Course
Accredited Professional Exam curriculum is available on Salesforce Partner Learning Camp. Please refer to Accredited Professional Partner Community Page for details.
4. Important Topics for Salesforce Order Management Administrator Accredited Professional Exam
- Order Management is your central hub for handling all aspects of the order lifecycle, including order capture, fulfillment, shipping, payment processing, and service.
- Key features of Salesforce Order management:
- Customers can submit orders from any commerce channel, and then track and manage their orders throughout the order lifecycle.
- Merchants can manage order fulfillment, shipping, payment capture, invoicing, and service by using integrated and customizable business processes and workflows.
- Service agents can access a master repository of all order-related information, see a global view of the entire order lifecycle, and process cancellations, returns, exchanges, reshipments, refunds, and discounts.
- Salesforce Order Management Lifecycle Stages: Order Management moves an order through these stages:
- Capture—The customer places an order on your storefront. Order details are submitted to Order Management. Payment for order items is authorized.
- Fulfillment—The order is assigned to a fulfillment location where order items are readied for shipping.
- Delivery—The order is transferred to a shipping carrier for delivery. Payment for the items is captured.
- Service—Service agents respond to service requests and process cancellations, returns, exchanges, reshipments, refunds, and discounts.
- Snapshot of what the order management lifecycle looks like for a typical B2C retail order.
Image Courtesy: Salesforce Product Documentation
- Key Salesforce Order Management Objects:
| Object | Description |
| Change Order | A Change Order object represents a change to an order that affects charges and payments, such as canceling a product from an order. |
| Credit Memo | The Credit Memo object represents an amount to be refunded after an invoice has been generated. This object can be associated with one or more change orders. |
| Fulfillment Order | Represents a group of products and delivery charges on a single order that share the same fulfillment location, delivery method, and recipient. |
| Invoice | The Invoice object represents an amount to be paid. This object is associated with one fulfillment order. |
| Order | The Order object represents the original order or a change to an order, such as a return or cancellation. It’s associated with one order summary, which represents the current state of an order. |
| Order Payment Summary | Represents the current properties and state of payments using a single payment method that are applied to one OrderSummary. |
| Order Summary | Represents the current properties and state of an order. |
| Payment | The Payment object represents a single payment capture or sale. |
| Payment Authorization | The Payment Authorization object represents a single payment authorization. |
| Process Exception | Represents a processing failure on an order summary. A separate process is required to resolve the failure that caused the process exception before order summary processing can continue. |
| Refund | The Refund object represents a single refund transaction. |
| Return Order | Represents the return or repair of inventory or products in Field Service, or the return of order products in Order Management. |
Key Salesforce Order Management Objects
- Order Summary Entity Relationship Diagram
- Get to Know the Order Management Console
- Order Management includes these default statuses for fulfillment orders.
- Draft
- Allocated
- Assigned
- Canceled
- Pickpack
- Fulfilled
- Salesforce Order Management uses invoices and credit memos to let you reconcile order payment transactions with your external financial management systems.
- Invoice: An invoice represents funds captured as payment for an order. An invoice lets you reconcile the funds captured with your external financial management systems. You determine the timing for invoice generation within the framework of your fulfillment workflow.
- Credit Memo: A credit memo represents a payment refund resulting from a product return. A credit memo lets you reconcile refund disbursements with your external financial management systems. A credit memo is generated automatically when you process a return.
- Distributed order management (DOM) lets you optimize your fulfillment workflows to efficiently deliver orders on time and at the lowest cost, from all of your locations. And you can quickly adapt your workflows to incorporate new selling channels, fulfillment methods, and inventory locations.
- By implementing a distributed order management workflow you can:
- Optimize your network: Use your network of stores and distribution centers to offer fulfillment from each location.
- Reduce costs: Build in logic to identify the smallest set of locations that can combine to fulfill the order to reduce shipping costs.
- Fulfill faster: Dynamically route orders to the best location for fulfillment based on time/speed to deliver to boost customer satisfaction.
- Work smarter: Seamlessly unify digital and physical experiences for a single source of truth across all data and order records.
- Routing with Omnichannel Inventory
