Settings define where the workflow and default behaviors of
Order Management, including its interactions with external applications,
are configured. These are the system-wide settings and are set at the
company level.
Order Management offers a wide range of
configuration options and customizations. When you first implement the
system, you must set it up to reflect your company and its
processes.
There are four primary areas of configuration that must
be addressed:
- User Accounts – Accounts and roles that control user roles and
permissions. See Security
for details on creating, searching, or managing user accounts and
roles.
- System Preferences – General settings and parameters, such as
external payment and shipping processors, sites, catalogs, currencies,
- Providers – Groups of settings related to particular areas of
Order Management. Note that some Providers must be configured in
connection with other settings/preferences. For example, you must
first configure the payment processor in Order Management
Administration: Settings > Preferences > External
Processors before you can associate the processor with the
supported payment methods in the payment provider.
- Templates – Templates provide an interface for adding and editing
text or HTML email templates sent by the system. Emails can be sent by
automations written by the Salesforce Support team, or manually from
within order Management Administration module or Customer Service
Center.
It's very important to read through and understand all four
areas when planning your implementation.
The following diagram
illustrates the main menu options when configuring Order Management
settings. All categories are described in separate online help
topics.

See the following
online help topics: