Store Records for Unmanaged Orders in Salesforce Order Management

Where: This change applies to Salesforce Order Management, which is available for an additional cost in Lightning Experience in Enterprise, Unlimited, and Developer editions. It also applies to Salesforce B2B Commerce, which is available for an additional cost in Lightning Experience in Personal, Enterprise, Performance, and Developer editions.

Why: Because Order Management objects have very complex relationships and manage sensitive financial data, the ability to edit them is strictly limited. For example, you can’t directly change the quantity of an order product summary or decrease the total amount charged for an order summary. Instead, we provide tools such as standard flows and APIs for processing orders and order data. These tools keep records synchronized and prevent malicious tampering.

What about orders that you aren’t managing in Salesforce Order Management, but want to store in your Salesforce org? For example, an online retailer has historical data from a legacy order management system, but doesn’t want to spread its order records across multiple systems. By creating unmanaged order summaries to represent the historical data, they can maintain a combined repository of all order data, past and present. And they don’t have to worry about accidentally trying to process a legacy order.

How: To create an unmanaged order summary, specify the Order Lifecycle Type as Unmanaged in the input for a Create Order Summary flow, action, or API.

To allow a user to directly edit data on records related to an unmanaged order summary, assign them the Edit Unmanaged Order Summaries or B2B Commerce Integrator User permission.