sf-orders

sf-orders

Before Writing Code

Fetch live docs before implementing order management features.

1. Web-search: "Salesforce Commerce Cloud SCAPI Shopper Orders API 2026"
2. Web-search: "Salesforce B2C Commerce order lifecycle status transitions 2026"
3. Web-search: "Salesforce B2B Commerce Order OrderItem approval workflows 2026"
4. Web-search: "Salesforce Order Management OMS documentation 2026"
5. Web-fetch the SCAPI Shopper Orders reference for current schemas
6. Web-fetch the Salesforce Order object reference for B2B fields

Conceptual Architecture

B2C Commerce Order Lifecycle

Basket (cart)
  -> Order Created (created)
    -> open (confirmed, ready for fulfillment)
      -> shipped -> completed
      -> partially_shipped -> open
      -> cancelled
    -> failed (payment declined)
    -> replaced (exchange)

B2C Order Status Definitions:

| Status | Meaning | |---|---| | created | Order object created, payment authorized | | new / open | Confirmed, ready for fulfillment (synonymous; varies by config) | | completed | All items fulfilled and delivered | | cancelled | Cancelled by customer or admin | | replaced | Replaced with new order (e.g., exchange) | | failed | Creation failed (payment or inventory) |

Key B2C Order Objects:

• Basket: Temporary cart object; expires after inactivity
• Order: Created from basket upon payment success; auto-generated order number
• OrderItem: Line item with product, quantity, price
• PaymentInstrument: Payment method attached to order
• ShippingOrder / Shipment: Fulfillment tracking per delivery group

B2C Order Confirmation:

• Confirmation page displays order summary, number, delivery estimate
• Confirmation email triggered via Business Manager templates or ESP (SendGrid, Mailchimp)
• Supports dynamic tokens for order number, customer name, line items

B2C Order Export for Fulfillment:

• XML export via scheduled job or real-time webhook to OMS/ERP
• Fulfillment system acknowledges receipt, sends back tracking info
• Supports partial shipment status updates per line item

B2B Commerce Order Lifecycle

WebCart (persists across sessions)
  -> Checkout Flow (multi-step)
    -> Order (Draft)
      -> Activated (submitted)
        -> Approval Workflow (optional)
        -> Fulfillment / Order Splits
          -> completed

B2C vs B2B Order Model Differences:

| Aspect | B2C (SFCC) | B2B (Lightning) | |---|---|---| | Cart object | Basket (temporary) | WebCart (persistent) | | Order object | SFCC Order (proprietary) | Salesforce Order (standard) | | Line item | OrderItem (SFCC) | OrderItem (standard sObject) | | Initial status | created -> open | Draft -> Activated | | Approval | Not built-in | Flow / Process Builder approvals | | Payment | Cartridge-based processors | Apex PaymentGatewayAdapter | | Fulfillment tracking | XML export + status sync | OrderDeliveryGroup sObject | | Reorder | Clone items to new basket | Quick reorder button, bulk CSV upload | | Payment terms | Credit card at checkout | PO, net terms, credit limits | | Order splits | Not native | Parent-child order pattern via OrderSummary |

B2B Approval Workflow Concepts:

• Approval criteria: order total threshold, product restrictions, buyer role
• Routing via Flow or Process Builder to designated approver
• Actions: approve, reject, request changes, auto-escalate on timeout

B2B Order Splits:

• Multi-location fulfillment splits order across warehouses
• Parent order spawns child orders per location
• OrderSummary provides unified tracking view
• OrderDeliveryGroup tracks shipments per split

Salesforce Order Management (OMS)

Optional paid add-on for unified order orchestration across B2C and B2B.

| OMS Object | Purpose | |---|---| | OrderSummary | Aggregate order (unifies B2C/B2B) | | FulfillmentOrder | Per-warehouse fulfillment view | | Order Broker | Routing engine for optimal location |

OMS Capabilities:

• Omnichannel fulfillment: ship-from-store, BOPIS
• Distributed Order Management (DOM) routing
• Unified returns processing
• Service Console for agents

When to use OMS: Complex multi-location fulfillment, high order volume, omnichannel requirements, high return complexity. Evaluate ROI vs. native order management.

Order Events

| Platform | Key Events | |---|---| | B2C | Order Created, Status Changed, Exported, Cancelled | | B2B | Order Submitted, Approved, Rejected, Shipped (via Platform Events / CDC) | | OMS | OrderSummary Created, FulfillmentOrder Created, Shipment Confirmed, Return Initiated |

Code Examples

// Pattern: B2C order status check
// Fetch live docs for SCAPI Shopper Orders endpoints
// GET /orders/{orderNo} -> check order.status

// Pattern: B2B approval trigger
// Fetch live docs for Process Builder / Flow order approvals
// Order.Status changes from Draft -> Activated -> triggers approval

Best Practices

Order Creation

• Validate basket/cart before conversion (inventory, pricing, address)
• Capture payment authorization synchronously; handle failures with retry logic
• Use idempotent operations to prevent duplicate orders

Fulfillment Integration

• Export orders to fulfillment system within minutes of creation
• Use idempotent export to avoid duplicate orders in downstream systems
• Support partial shipment status updates per line item

B2B-Specific

• Persist carts across sessions; support multiple named carts per account
• Configure approval thresholds per buyer group or account
• Enforce credit limits at checkout before order submission

Monitoring

• Track order creation rate, export failures, and fulfillment SLA in real-time
• Alert on stuck orders (no status change within expected window)
• Monitor refund processing time and payment authorization success rates

Fetch the SCAPI Shopper Orders reference and Salesforce Order object docs for exact schemas and field names before implementing.