Salesforce OMS Integration with B2B Commerce Cloud and B2C Commerce Cloud

Introduction

Salesforce Order Management System (OMS) provides a centralized platform for managing orders throughout their lifecycle, from order capture to fulfillment, shipment, returns, and cancellations. Salesforce OMS integrates seamlessly with both B2B Commerce Cloud and B2C Commerce Cloud, enabling organizations to deliver unified commerce experiences across business and consumer channels.

This document explains the architecture, setup, data flow, and integration process between Salesforce OMS and Salesforce B2B/B2C Commerce Cloud.

Business Objective

The primary objective of OMS integration is to:

• Centralize order management.
• Automate fulfillment processes.
• Improve inventory visibility.
• Support order routing and shipment tracking.
• Enable returns and exchanges.
• Provide a unified customer experience across channels.

High-Level Architecture

B2B Commerce Integration

B2B Commerce Storefront
          ↓
   Checkout Process
          ↓
   Order Creation
          ↓
   Salesforce OMS
          ↓
   Order Summary
          ↓
 Fulfillment Order
          ↓
      Shipment
          ↓
Customer Notification

B2C Commerce Integration

B2C Commerce Storefront
          ↓
   Order Placement
          ↓
SCAPI / OCAPI Integration
          ↓
   Salesforce OMS
          ↓
  Order Management
          ↓
     Fulfillment
          ↓
 Shipment Tracking

Salesforce OMS Core Objects

OMS uses several standard objects to manage order processing.

OMS Integration with B2B Commerce Cloud

Overview

B2B Commerce runs natively on Salesforce Core Platform, making OMS integration relatively straightforward.

Integration Flow

1. Buyer browses products.
2. Buyer adds products to cart.
3. Buyer completes checkout.
4. Order record is created.
5. OMS processes order.
6. Fulfillment Orders are generated.
7. Inventory allocation occurs.
8. Shipment is created.
9. Order status is updated.

B2B Commerce Setup

Step 1: Enable Order Management

Navigate to: Setup → Order Management Settings

Enable:

• Order Management
• Order Summaries
• Fulfillment Orders
• Payments

Step 2: Configure Order Management Administration

Configure:

• Fulfillment Settings
• Return Settings
• Inventory Settings
• Payment Processing

Step 3: Create Web Store

Navigate to: Commerce App → Web Stores

Create:

• Web Store
• Default Language
• Currency
• Buyer Experience

Step 4: Associate OMS with Web Store

Configure: Web Store → Order Management Settings

Enable:

• Order Summaries
• Fulfillment Orders
• Delivery Groups

Step 5: Create Delivery Methods

Examples:

• Standard Shipping
• Express Shipping
• Overnight Shipping

These methods are used during checkout and fulfillment.

Step 6: Configure Payment Methods

Examples:

• Credit Card
• Purchase Order
• ACH Payment

OMS stores payment authorization details.

B2B Commerce Order Flow

Buyer
 ↓
Cart
 ↓
Checkout
 ↓
Order
 ↓
Order Summary
 ↓
Fulfillment Order
 ↓
Shipment
 ↓
Delivered

OMS Integration with B2C Commerce Cloud

Overview

Unlike B2B Commerce, B2C Commerce operates on a separate platform and requires integration with Salesforce OMS. Orders are transferred from B2C Commerce to OMS using APIs and integration services.

B2C Commerce Integration Components

Commerce APIs

B2C Commerce uses:

• SCAPI (Shopper APIs)
• OCAPI (Open Commerce API)

for order management and customer interactions.

Integration Middleware (Optional)

Organizations may use:

• MuleSoft
• Boomi
• Jitterbit
• Custom APIs

to orchestrate integrations.

Salesforce OMS APIs

OMS receives:

• Orders
• Customer Information
• Product Information
• Payment Details
• Shipment Updates

through REST APIs.

B2C Commerce to OMS Order Flow

Customer Places Order
          ↓
   B2C Commerce Order
          ↓
   Export Order Data
          ↓
       OMS API
          ↓
    Order Record
          ↓
   Order Summary
          ↓
 Fulfillment Order
          ↓
      Shipment
          ↓
Customer Notification

B2C Commerce Integration Setup

Step 1: Install OMS Managed Package

Deploy OMS package in Salesforce Org.

Configure:

• Order Management
• Fulfillment
• Payments
• Inventory

Step 2: Configure Web Store Record

Create Web Store representing B2C storefront.

Configure:

• Store Name
• Locale
• Currency
• Language

Step 3: Configure Integration User

Integration user permissions:

• API Enabled
• Modify All Data
• Manage Orders
• Manage Fulfillment

Step 4: Create Named Credentials

Navigate: Setup → Named Credentials

Configure secure API authentication.

Step 5: Configure Order Import

Map B2C Commerce fields:

Order Summary Creation

Order Summary is automatically generated after order activation.

Purpose:

• Customer order history
• Self-service tracking
• Service agent visibility

Generated Records:

Order
 ↓
Order Summary
 ↓
Order Item Summary
 ↓
Delivery Group Summary

Fulfillment Order Creation

OMS creates Fulfillment Orders from Order Summary.

Example: Order #10001 — Items: Laptop x 1, Mouse x 2

OMS creates: Fulfillment Order #FO-001 for warehouse processing.

Inventory Integration

OMS supports:

• Real-time inventory visibility
• Safety stock
• Location-based inventory
• Inventory reservations

Integration Sources:

• ERP
• Warehouse Management System (WMS)
• External Inventory Platforms

Payment Processing

OMS supports:

Authorization
Customer Order
      ↓
Payment Authorization

Capture
Shipment
      ↓
Payment Capture

Supported Providers:

• Stripe
• CyberSource
• Adyen
• PayPal
• Custom Gateways

Shipment Processing

Shipment process:

Fulfillment Order
       ↓
      Pick
       ↓
      Pack
       ↓
      Ship
       ↓
 Tracking Number
       ↓
Customer Notification

OMS updates order status automatically.

Return Management

OMS supports:

• Return Requests
• Return Authorization
• Refund Processing
• Exchange Orders

Flow:

Delivered Order
      ↓
Return Request
      ↓
Return Order
      ↓
   Refund

Common Integration APIs

Typical APIs used during integration:

Monitoring and Troubleshooting

Monitor:

• Integration Logs
• Platform Events
• Failed API Requests
• Order Import Errors
• Fulfillment Failures

Useful Objects:

• Order
• Order Summary
• Fulfillment Order
• Integration Logs
• Async Processing Records

Best Practices

For B2B Commerce

• Use native OMS integration.
• Enable Order Summaries.
• Configure Delivery Methods correctly.
• Use Buyer Groups for visibility control.

For B2C Commerce

• Implement robust API error handling.
• Use middleware for complex integrations.
• Secure APIs with Named Credentials.
• Validate order data before import.

General OMS Best Practices

• Automate fulfillment workflows.
• Monitor integration health.
• Maintain inventory synchronization.
• Implement return and refund automation.
• Use platform events for real-time processing.

End-to-End OMS Lifecycle

B2B/B2C Commerce
        ↓
  Order Placement
        ↓
  Salesforce OMS
        ↓
  Order Summary
        ↓
Fulfillment Order
        ↓
Inventory Allocation
        ↓
     Shipment
        ↓
     Delivery
        ↓
Return/Refund (Optional)

Conclusion

Salesforce OMS serves as the central hub for managing orders from both B2B Commerce Cloud and B2C Commerce Cloud. While B2B Commerce benefits from native Salesforce platform integration, B2C Commerce uses API-based integrations to transfer order data into OMS. Together, these solutions provide a unified commerce ecosystem that supports order capture, fulfillment, inventory management, payment processing, shipping, and returns across multiple sales channels.