Cut commerce costs with Flow.

 

Increase profit and drive commerce efficiency from purchase to fulfillment.

 

Optimize order fulfillment.

Find the ideal delivery routes for orders placed based on inventory, location, and cost.

Increase store productivity.

Automate workflows to route store pickup orders based on associate capacity.

Grow profit fast.

Launch quickly, personalize experiences, optimize checkout, and make ordering easy for consumers and business buyers.
 

The Salesforce Platform allows us to move quickly and efficiently because it’s so comprehensive ... it allows us to easily connect to all of the other systems in our ecosystem.

Stephen Mascola
Director, IT, Stanley Black & Decker

What would you like to automate?
Explore our top three flows for commerce.

 
 

Create fulfillment orders efficiently.

Create fulfillment orders from the best location, optimizing for speed, cost, and sustainability.
 

Increase revenue with curbside pickup.

Display orders that are ready for curbside pickup in the store associate app. Scale your curbside offering with efficient and flexible purchasing options.
 

Simplify returns.

Streamline returns by reducing the time between handoffs and tasks. Pull data from multiple systems to generate an order summary and trigger credit processing automatically.

Get started with prebuilt automations for commerce.

 
Checkout   Visualize and easily adjust B2B commerce checkout with this flow, a drag-and-drop builder to manage the complicated checkout process.
     
Inventory   A component of Checkout Flow that ensures that the inventory is in stock to support what the buyer is ordering.
     
Shipping Cost   A component of Checkout Flow. After inventory checks are complete, the buyer confirms the delivery method and total cost.
     
Shipping Address   A component of Checkout Flow where buyers select or fill in their shipping address and delivery instructions, if needed.
     
Cart to Order and Order Confirmation   A component of Checkout Flow where the order is confirmed and checkout is complete.
 
Create Order Summary   Set order lifecycle type (managed/unmanaged) and call the API to create an order summary.
     
Cancel Item   Cancel line item(s) or quantity from an order summary, including triggering payment processing via adapters for payment gateways.
     
Return Item   Return line item(s) or quantity from an order summary, including triggering credit processing via adapters for payment gateways.
     
Discount Item   Discount line item(s) or quantity from an order summary, including credit payment processing via adapters for payment gateways.
     
Create Fulfillment Orders for One Location   Create a fulfillment order from an order summary for one fulfillment location.
     
Create Fulfillment Orders for Multiple Locations   Create a fulfillment order from an order summary for multiple fulfillment locations.
     
Schedule Fulfillment Order Transfer   Create data structures for processing inventory transfers in Omni-Channel Inventory during “Routing Step 3: Execute Route” flow.
     
Routing Step 1: Schedule Routing   Runs on each order, processing each of its delivery groups based on whether its “Reserved At Location” is a location or a location group.
     
Routing Step 2: Determine Route   Runs on each order summary routing schedule. It gets the associated order delivery group and creates an interaction order and interaction order items for it.
     
Routing Step 3: Execute Routing   Processes interaction orders. Transfers the inventory reservations from location groups to locations. Creates a fulfillment order if needed.
     
RMA Return Items Flow (Managed)   Initiate RMA style return: Create Return Order pending return of products. Closing the Return Order triggers RMA Create Credit Memo and Ensure Refunds.
     
Create Invoice, Ensure Funds   Create invoice for fulfillment order in fulfilled status, trigger payment processing via payment adapters and apply payments to invoice.
     
Create Fulfillment Order   Manually create a fulfillment order for a specific fulfillment location and queue reservation for processing in Omni-Channel Inventory.
     
Fulfill Reservation   Deduct on hand inventory levels and remove inventory reservations in Omni-Channel Inventory when a fulfillment order is fulfilled.
     
RMA Create Credit Memo and Ensure Refunds (Managed)   Last step of RMA Style Return: Once the Return Order status is set to closed, this flow creates a Credit Memo and performs credit processing via Ensure Refunds.
     
Reship Order Flow   Create a zero cost fulfillment order for a previously fulfilled item(s).
     
Even Exchange Flow   Exchange an order item for a variant of the same product master.
     
Routing Post Step 2: Hold Fulfillment Order Capacity   Processes request to hold capacity at location(s) based upon the outcome of Routing Step 2: Determine Route flow. 
     
Routing Post Step 3: Confirm or Release Held Fulfillment Capacity   Follows the Routing Step 3 flow when routing is leveraging location level capacity. If routing was successful, this flow confirms the held capacity. If routing was unsuccessful, this flow releases the held capacity. 
     
Prep Fulfillment Order for Transfer Back   When a fulfillment order is cancelled or rejected, this flow creates interation fulfillment order and order item records which will be used to transfer inventory back to original location and/or schedule the fulfillment order for rerouting. 
     
Prep Fulfillment Order Item for Transfer Back   When a fulfillment order line items is reduced (either cancelled or rejected), this flow creates interaction fulfillment order and order item records which will be used to transfer the inventory back to the original location.
     
Transfer Back Reservation   Transfers reservations from a fulfillment location back to their original location group so they can be rerouted. Is used when a fulfillment location cancels or fulfills a partial quantity of an order item.
     
Release Reship Inventory Reservation   Releases reservations for reshipments that the fulfillment location cancels. 
     
Create or Release Inventory Reservation   Runs on each change order, creating interaction order records which will ultimately create or release reservations for its change order items.
     
Create Inventory Reservation   Creates inventory reservations for items being reshipped or for the replacement items in an exchange.
     
Release Reservation   Releases reservations for order items that are cancelled or exchanged.
 

Explore automation resources for commerce.

 
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See how to streamline order fulfillment and payment processing.

Trailhead

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