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Order Search for Order Management (OMS)

By Salesforce Labs

Smart, Configurable, Bulk Action, Anywhere

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Free  

Never requires payment

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Business Need
Quotes & Orders
Requires
Salesforce Order Management

An Order Search component with Smart Search features, configurable options, bulk action support and intuitive UI. Your service agent will no longer be frustrated finding customer orders while answering a phone call. A must have for Order Management.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Salesforce Order Management
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
Order Search for Order Management (OMS)/ver 1.1 1.1.0
Listed On
01/09/2023
Latest Release
02/10/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/09/2023

Additional Details

*Smart Search* - to help agents locate order quickly and accurately - user don’t need to select which criteria to search, AI decide for you, - can use quick keywords to overwrite the AI decision - use multiple criteria to narrow down search results - can use quick keywords to define the multi criteria logic, to satisfy “all criteria” or “any criteria” - “fuzzy search”, some tolerance of typo or phone format or name variation *Configurable* - to help admin in different companies to config the component to fit their own needs *User defined Bulk Action* - to allow admins to expand the capability of this component indefinitely based on their needs - and we provided two “boilerplate flows” as a start point for users to expand *Use it anywhere, any app* - core of the solution is a LWC component that can be used almost anywhere accepts LWC

Need help?

Salesforce Labs

San Francisco, CA, USA

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