Omni Channel Order Management > Introduction to Omni Channel Order Management recipe

Introduction to Omni Channel Order Management recipe

The Omni Channel Order Management recipe is based on REST and SOAP APIs. You can use the recipe to create general sales order objects from different channels.

The process is triggered by an API call with a sales order object that supports three types of orders, web sales orders, API sales orders, and B2B sales orders. Based on the resource field as the incoming object, the process generates a generic object that contains fields from the Sales Order.

If the contact ID does not exist, the process creates a contact in Salesforce. Otherwise, the process updates the contact information in Salesforce.

The process then searches for a product by ID if specified. If the ID does not exist, a new product is created in Salesforce. The SKU is generated using the Salesforce ID, quantity, and product price. The process creates an opportunity in Salesforce, and the ID is returned to the user.

The process then checks the discount level in the Sales Order. If the discount exceeds a specified threshold, a case is created in Salesforce, and an email notification is sent to the buyer about the discount rejection. If the discount is approved, the final amount is set in the opportunity, and an email with order details is sent to the buyer.