Architecture Design18% of the exam
Order routing, fulfillment capacity and cart recovery
How to turn business goals into an Order Management and cart-recovery design: fewest-splits and distance routing, location fulfillment capacity, the Distributed Order Management package, fulfillment exceptions, order summaries versus change orders, and the incentive, inventory and revenue decisions that make abandoned-cart recovery pay.
Given a use case, analyze business processes and propose a customer experience solution that generates business value that meets expectations.
~6 min read · 14 practice questions
What the exam expects
- Shape a cart-recovery program around incentives, inventory and measured revenue rather than clicks.
- Configure Order Management routing that minimizes splits, then ranks by distance.
- Model store handling limits with location fulfillment capacity and its hold, confirm and release actions.
- Recover from rejected, unrouted and short-picked fulfillment orders, and release reservations for canceled demand.
- Choose the order summary or the original order plus change orders for a given read need, and set the operating model for B2C CRM Sync.
Key terms:
- Split: each extra location an order ships from; one split means two locations.
- Fulfillment order capacity: the maximum number of fulfillment orders a location accepts per user-defined period.
- Distributed Order Management (DOM): an installable flow package that routes order items to fulfillment locations.
- Change order: an order record that stores a financial change instead of modifying the original order.
- Order summary: the consolidated, current view of an order.
Key facts
Routing order
- Detail
- Fewest splits first, then shortest average distance
Splits search bound
- Detail
- Up to 1,000,000 executions or 10,000 qualifying combinations
Distance address
- Detail
- Location's Visitor Address to recipient postal code
Null capacity
- Detail
- Unlimited fulfillment orders
Free capacity
- Detail
- Capacity minus held minus assigned
Confirm held capacity
- Detail
- Held decreases, assigned count increases
DOM rerouting
- Detail
- New routing schedule; prior rejecting locations excluded
Fulfillment line cancel
- Detail
- Order item summaries stay; reallocate the quantity
Change orders
- Detail
- Created only for financial changes
Sold-out items
- Detail
- Consider blocking them when no backorder is planned
CRM Sync support
- Detail
- No Technical Support or production-style SLAs
Sources for this section (8)
- Automated Order Routinghelp.salesforce.com (opens in a new tab)
- Fulfillment Ordersdeveloper.salesforce.com (opens in a new tab)
- Routing Classdeveloper.salesforce.com (opens in a new tab)
- DOM Flow Package User Guideresources.docs.salesforce.com (opens in a new tab)
- FulfillmentOrder Classdeveloper.salesforce.com (opens in a new tab)
- Summary Objects and Change Objectshelp.salesforce.com (opens in a new tab)
- Abandoned cart solution kitresources.docs.salesforce.com (opens in a new tab)
- b2c-crm-sync READMEgithub.com (opens in a new tab)
- When is Get Fulfillment Order Capacity Values the only way to read a location's capacity data?
- Why choose "Compile only the Apex in the package" when installing DOM?
- Which order product summary quantities rise when a fulfillment order moves to the Closed status category?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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