Order-Management-Administrator Sample Questions Answers

When building a flow for multiple locations, an administrator should consider the following challenges:

Multiple locations will introduce nested loops which can make the canvas substantially larger. For example, a flow that handles multiple fulfillment orders per order and multiple fulfillment order lines per fulfillment order will need to loop through both levels of records. This can make the flow more complex and harder to maintain.

Multiple locations can lead to limit exceptions. For example, a flow that queries or updates a large number of records across multiple locations may hit the SOQL query limit or the DML statement limit. To avoid this, an administrator should use bulkified actions and optimize the flow performance. References: Order Fulfillment Flows, [Flow Performance Best Practices]

A service agent should go first to the Order Summary Details page to initiate changes related to an order in Order Management.The Order Summary Details page provides a global view of the entire orderlifecycle, including order capture, fulfillment, shipping, payment, invoicing, and service. From this page, a service agent can access various actions and flows to process changes such as cancellations, returns, exchanges, reshipments, refunds, and discounts. The service agent can also view related records such as Order, Fulfillment Orders, Shipments, Invoices, Credit Memos, and Change Orders. References: Order Management Console, Order Management Lifecycle

Two reasons for using Flows instead of Apex code are:

Flows can be modified and created without a developer. Flows are declarative tools that allow administrators to build complex business logic using clicks instead of code. Flows do not require any programming skills or knowledge, and they can be easily modified and maintained by administrators.

Flows provide a visual debug process. Flows have a built-in debugger that allows administrators to test and troubleshoot their flows in a graphical interface. The debugger shows the flow execution path, the values of variables and sObject fields, and any errors or warnings that occur in the flow.

Verified References: https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_builder_debug.htm &type=5

The administrator can use two tools to debug an issue with an Apex trigger: Log Inspector in the Developer Console and Debug Logs in Setup. The Log Inspector is a tool that displays agraphical representation of a debug log, which is a record of database operations, system processes, and errors that occur when executing a transaction or running unit tests. The Log Inspector helps you analyze and troubleshoot your code by highlighting errors, checkpoints, and execution times. The Debug Logs page in Setup lets you monitor and retain debug logs for users, Apex classes, Apex triggers, and Lightning components. You can view, download, or delete debug logs from this page.

The correct time and way for creating an Invoice is at any point after the Fulfillment Order is created, by customizing flow “Create Invoice”. This flow is a core action that creates an Invoice record from a Fulfillment Order record, and updates the status of both records accordingly. The administrator can customize this flow to suit their business needs,such as adding conditions, actions, or subflows. Verified References:https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_om_actions_create_invoice.htm &type=5

To set up a mock payment gateway in a new org, an administrator shouldtake the following steps:

Create a Payment Provider: This is a custom metadata type that defines the configuration and behavior of a payment gateway. A payment provider specifies the name, type, class, and endpoint of the payment gateway.

Create a Named Credential: This is a Salesforce feature that securely stores authentication information for connecting to external services. A named credential specifies the URL, identity type, authentication protocol, and certificate of the payment gateway.

Create a Payment Gateway: This is a custom object that represents an instance of a payment provider. A payment gateway references a payment provider and a named credential, and defines additional settings such as currency, mode, and timeout. References: Salesforce Payments and Order Management, [Named Credentials]

Two steps that are required to add an item to the Actions & Recommendations panel on the Order Summary record page are:

Drag the Actions & Recommendations component on the page. The Actions & Recommendations component is a standard component that displays actions and recommendations based on business logic for records in Lightning Experience orSalesforce mobile app. The administrator can use the Lightning App Builder to drag and drop the Actions & Recommendations component onto the Order Summary record page layout.

Create a new sub-flow. A sub-flow is a type of flow that can be invoked by another flow as an element. A sub-flow can contain logic and actions that are specific to a certain scenario or use case, such as order fulfillment or payment processing. The administrator can use Flow Builder to create a new sub-flow that defines the actions and recommendations for Order Summaries, and then add it to the Actions & Recommendations component on the record page.

Verified References: https://help.salesforce.com/s/articleView?id=sf.om_actions_recommendations.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_subflow.htm &type=5

The Ensure Funds Async action requires the invoice ID as an input parameter. The action checks if there are enough funds available for the invoice and updates the invoice status accordingly. The invoice ID should be assigned somewhere in the flow before calling the action, otherwise the action will fail. References: Salesforce Payments and Order Management

Two likely causes that could make the second submission of the same JSON payload fail are:

The payment data must be updated. The payment data in the JSONpayload contains information such as the payment method, amount, and authorization code. If the same payment data is used for the second order, it may cause a duplicate payment error or an invalid authorization error.

The Order Reference Number must be updated. The Order Reference Number is a unique identifier for each order that is generated by the external system and sent in the JSON payload. If the same Order Reference Number is used for the second order, it may cause a duplicate order error or an invalid order error.

Verified References: https://help.salesforce.com/s/articleView?id=sf.order_management_order_api.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.order_management_payment_api.htm &type=5

The recommended approach for deploying certain pages in Order Management to approved mobile devices is to install the Salesforce mobile app from Apple Store or Google Play and save the pages with the options of both Desktop and Phone applied. The Salesforce mobile app is designed for easy data access on the go. You can view Order Management record pages on the mobile app, but you can’taccess its console features, like screen flows. To make a page available on the mobile app, you need to save it with the options of both Desktop and Phone applied in the Lightning App Builder. References: Salesforce Order Management, Mobile App Theme FAQ

The best way for the administrator to accomplish this task is to add the “Order Routing Rank By Closest Distance” action to the fulfillment flow. This action is a flow core action that ranks the fulfillment locations by their distance from the delivery location, and returns a list of ranked locations. The administrator can use this action to find the optimal fulfillment location for each order based on proximity. Verified References:https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_om_actions_order_routing_rank_by_closest_distance.htm &type=5

The main types of building blocks when working in Flow Builder are:

Elements: These are the components that definethe logic and functionality of a flow. Elements include actions, assignments, decisions, loops, screens, subflows, and waits.

Resources: These are the variables, constants, formulas, collections, and record choice sets that store data in a flow. Resourcescan be used as inputs or outputs for elements.

Connectors: These are the arrows that connect elements and resources in a flow. Connectors determine the sequence and direction of the flow execution. References: [Flow Building Blocks]

Two APIs that an admin can suggest so that customers can initiate order cancellations and returns from the B2C Commerce storefront and have theiraction carry out the cancel and return operations in Order Management are:

Connect APIs. These are RESTful APIs that expose resources in Order Management, such as orders, payments, shipments, etc. They allow customers to perform CRUD (create, read, update,delete) operations on these resources from external systems, such as B2C Commerce.

REST APIs. These are HTTP-based APIs that enable developers to access data in Order Management using standard HTTP methods, such as GET, POST, PUT, PATCH, and DELETE. Theyallow customers to interact with Order Management resources using JSON or XML formats.

Verified References: https://help.salesforce.com/s/articleView?id=sf.order_management_connect_api.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.order_management_rest_api.htm &type=5

TheSingle Location High Volume sample flow and the Multiple Locations sample flow are two examples of how to implement order fulfillment with Order Management. The Single Location High Volume sample flow is optimized for performance and scalability, but it only supports one fulfillment location per order. The Multiple Locations sample flow supports multiple fulfillment locations per order, but it has lower performance and scalability. To support both high volume and multiple locations, an admin can download both sample flows from the Partner Community and make a blend between them, considering trade-offs such as complexity, maintainability, and customizability. References: Order Fulfillment Flows, Partner Community

Based on some changes in Universal Containers’ Commerce engine, new Orders are expected to have two additional attributes at the header level. In Order Management, besides Order, the other object that also needsto be extended is Order Summary. An Order Summary is a record that stores information about an order, such as the total amount, the number of items, and the fulfillment status. An Order Summary is created by a process called Create Order Summary Process, which runs whenever an order is created or updated. The process calls a flow called Create OrderSummary Flow, which calculates the order summary fields and creates or updates the order summary record. To extend an object in Order Management, an administrator can create custom attributes on that object that match the API name and data type of the corresponding attributes in B2C Commerce. References: Order Management Objects

Three statements that are true about change sets are:

Sending a change set between two orgs requires a deployment connection. A deployment connection is a link between two orgs thatallows one org to send change sets to another org.

Change sets can only be sent between orgs that are affiliated with a production org. A production org is an org that is used for live operations and data, and it can have one or more sandbox orgs that areused for development and testing. Change sets can only be sent from a sandbox org to its associated production org, or from one sandbox org to another sandbox org that shares the same production org.

Change sets can contain only modifications made throughthe Setup menu. A change set is a collection of metadata components that can be deployed from one org to another. Metadata components are customizations that are made through the Setup menu, such as custom objects, fields, workflows, etc.

Verified References: https://help.salesforce.com/s/articleView?id=sf.changesets_about.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.changesets_components.htm &type=5

One invoice will be created when using the Create Invoice Apex action in a flow. The Create Invoice Apex action is a custom action that creates an invoice for an order summary. An invoice is a document that requests payment from a customer for an order. An invoice can include one or more fulfillment orders and one or more credit memos. A fulfillment order is a record that represents a part of an order that is fulfilled by a specific location. A credit memo is a record that represents a partial or full refund for an order or a fulfillment order. An order summary can have multiple fulfillment orders and credit memos associated with it, but only one invoice will be created for the entire order summary. References: Order Management Objects, [Create Invoice Apex Action]

Two statements about the Order Summary object that are accurate are:

It does not exist without the original Order object.An Order Summary is a record that represents the financial summary of an order that is received from an external system, such as B2C Commerce or B2B Commerce. An Order Summary has a master-detail relationship to the Order object, which means that it cannotexist without its parent Order record.

It is read-only for financial order data. An Order Summary contains financial order data, such as total amount, tax amount, discount amount, etc., that are populated from the external system when the order iscreated. These fields are read-only and cannot be edited in Order Management.

Verified References: https://help.salesforce.com/s/articleView?id=sf.order_management_order_summary.htm &type=5

The required amount of test code coverage when deploying an Apex class is 75%. This means that at least 75% of the Apex code must be covered by unit tests, and all of those tests must complete successfully. Verified References:https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_deploying_ant_deploy.htm

Three things that the administrator can do to get more details for debugging when encountering an unhandled fault error are:

Create a fault connector. A fault connector is a special type of connector that handles errors thatoccur in a flow element, such as an assignment, a loop, or an action. A fault connector can route the flow to another element or end the flow with an error message.

Add a Display Text component which includes {! SFIow.FaultMessage}. A Display Text component is a screen component that displays text on a screen element in a flow. The {! SFIow.FaultMessage} is a system variable that contains information about the error that occurred in the flow, such as the element name, error type, and error message.

Create an error connector. An error connector is a special type of connector that handles errors that occur in a screen element, such as invalid user input or required fields beingleft blank. An error connector can route the flow to another screen element or endthe flow with an error message.

Verified References: https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_connector_fault.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_screen_component_display_text.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_connector_error.htm &type=5