Order-Management-Administrator Salesforce Order Management Administrator Accredited Professional (AP-219) Questions and Answers

 Two reasons that could cause the issue of not being able to deploy a Change Set from a development org to a test org are:

The development org has not been approved to upload Change Sets from within the test org. To deploy ChangeSets between two sandbox orgs, the administrator needs to establish a deployment connection between them. A deployment connection allows one org to send outbound Change Sets and another org to receive inbound Change Sets. The administrator can create a deployment connection request from the development org and approve it from the test org.

The development org and test org are not associated with the same production org. To deploy Change Sets between two sandbox orgs, they must be linked to the same production org. A production org is an org that contains live data and business processes. A sandbox org is a copy of a production org that is used for development, testing, or training purposes. Sandbox orgs inherit the deployment connections of their source production orgs. References: Deploy Using Change Sets, Deploy a Change Set

Three steps that the administrator should take to implement this functionality are:

Create an External Data Sourcepointing to the external system’s database. An External Data Source is a type of metadata that defines the connection and authentication information for an external system that stores data outside of Salesforce. The administrator can create an External Data Source using the Lightning Connect OData 2.0 or 4.0 adapters, which support read-only access to data in relational databases.

Create an External Object for each table of accounting data in the external system. An External Object is a type of custom object that maps to a table in an external system. The administrator can create an External Object for each table of accounting data that they want to access from Salesforce, and define its fields and relationships accordingly.

Create an Indirect Lookup field to connect to the Account. An Indirect Lookup field is a type of custom field that links a child External Object record to a parent standard or custom object record. The administrator can create an Indirect Lookup field on the External Object that references the Account object, and specify the external column name and value that match the Account ID.

Verified References: https://help.salesforce.com/s/articleView?id=sf.external_object_overview.htm &type=5https://help.salesforce.com/s/articleView?id=sf.external_object_relationships.htm &type=5

The object record that is created when customer returns a product after fulfillment is Return Order. A Return Order is a record that represents a return request for an order or part of an order. A Return Order has a lookup relationship to both Order Summary and Change Order objects, and it contains information such as the return reason, status, date, etc. Verified References:https://help.salesforce.com/s/articleView?id=sf.order_management_return_order.htm &type=5

A service agent should go first to the Order Summary Details page to initiate changes related to an order in Order Management.The Order Summary Details page provides a global view of the entire orderlifecycle, including order capture, fulfillment, shipping, payment, invoicing, and service. From this page, a service agent can access various actions and flows to process changes such as cancellations, returns, exchanges, reshipments, refunds, and discounts. The service agent can also view related records such as Order, Fulfillment Orders, Shipments, Invoices, Credit Memos, and Change Orders. References: Order Management Console, Order Management Lifecycle

The Analyze function in the Lightning Record Page editor helps an administrator analyze the performance of a Lightning RecordPage. It provides recommendations on how to improve the page load time, such as removing unused components, reducing the number of fields, or using conditional visibility rules.

Two steps that are required to add an item to the Actions & Recommendations panel on the Order Summary record page are:

Drag the Actions & Recommendations component on the page. The Actions & Recommendations component is a standard component that displays actions and recommendations based on business logic for records in Lightning Experience orSalesforce mobile app. The administrator can use the Lightning App Builder to drag and drop the Actions & Recommendations component onto the Order Summary record page layout.

Create a new sub-flow. A sub-flow is a type of flow that can be invoked by another flow as an element. A sub-flow can contain logic and actions that are specific to a certain scenario or use case, such as order fulfillment or payment processing. The administrator can use Flow Builder to create a new sub-flow that defines the actions and recommendations for Order Summaries, and then add it to the Actions & Recommendations component on the record page.

Verified References: https://help.salesforce.com/s/articleView?id=sf.om_actions_recommendations.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_subflow.htm &type=5

The Product Eligibility Flag is a custom field on the Product object that indicates whether a product is eligible for a specificselling channel. An administrator can use this field to control what inventory is exposed on different channels, such as web, mobile, or store. For example, if a product has the Product Eligibility Flag set to Web Only, it will not be available for otherchannels. References: Order Management Objects, [Product Eligibility Flag]

Two statements about the Order Summary object that are accurate are:

It does not exist without the original Order object.An Order Summary is a record that represents the financial summary of an order that is received from an external system, such as B2C Commerce or B2B Commerce. An Order Summary has a master-detail relationship to the Order object, which means that it cannotexist without its parent Order record.

It is read-only for financial order data. An Order Summary contains financial order data, such as total amount, tax amount, discount amount, etc., that are populated from the external system when the order iscreated. These fields are read-only and cannot be edited in Order Management.

Verified References: https://help.salesforce.com/s/articleView?id=sf.order_management_order_summary.htm &type=5

Two objects that are found within Order Management are:

Fulfillment Order. A Fulfillment Order is a record thatrepresents a group of products in an order that are fulfilled together from the same location. A Fulfillment Order has alookup relationship to the Order Summary object, and it contains information such as the fulfillment location, delivery method, status,etc.

Payment Summary. A Payment Summary is a record that represents a payment made for an order or part of an order. A Payment Summary has a lookup relationship to both Order Summary and Invoice objects, and it contains information such as the payment amount, method, status, etc.

Verified References: https://help.salesforce.com/s/articleView?id=sf.order_management_fulfillment_order.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.order_management_payment_summary.htm &type=5

The number of Fulfillment Orders created depends on three factors: Fulfillment Location, Delivery Method and Recipient Address. These factors determine how the Order Items aregrouped and allocated to Fulfillment Orders based on routing rules and inventory availability. For example, if an order has two items that can be fulfilled from different locations, or have different delivery methods or recipient addresses, then two Fulfillment Orders are created for that order. Verified References:https://help.salesforce.com/s/articleView?id=sf.om_order_fulfillment.htm &type=5

Three statements that are true about change sets are:

Sending a change set between two orgs requires a deployment connection. A deployment connection is a link between two orgs thatallows one org to send change sets to another org.

Change sets can only be sent between orgs that are affiliated with a production org. A production org is an org that is used for live operations and data, and it can have one or more sandbox orgs that areused for development and testing. Change sets can only be sent from a sandbox org to its associated production org, or from one sandbox org to another sandbox org that shares the same production org.

Change sets can contain only modifications made throughthe Setup menu. A change set is a collection of metadata components that can be deployed from one org to another. Metadata components are customizations that are made through the Setup menu, such as custom objects, fields, workflows, etc.

Verified References: https://help.salesforce.com/s/articleView?id=sf.changesets_about.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.changesets_components.htm &type=5

Dynamic Actions allow an administrator to add visibility rules for the buttons in the Highlights Panel on the Lightning Record Page. Dynamic Actions let you configure when and where actions appear on a record page based on criteria such asrecord field values, user permissions, or device type.

Two APIs that an admin can suggest so that customers can initiate order cancellations and returns from the B2C Commerce storefront and have theiraction carry out the cancel and return operations in Order Management are:

Connect APIs. These are RESTful APIs that expose resources in Order Management, such as orders, payments, shipments, etc. They allow customers to perform CRUD (create, read, update,delete) operations on these resources from external systems, such as B2C Commerce.

REST APIs. These are HTTP-based APIs that enable developers to access data in Order Management using standard HTTP methods, such as GET, POST, PUT, PATCH, and DELETE. Theyallow customers to interact with Order Management resources using JSON or XML formats.

Verified References: https://help.salesforce.com/s/articleView?id=sf.order_management_connect_api.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.order_management_rest_api.htm &type=5

The best way for an administrator to modify the flow to improve scalability when running into performance issues due to a high number of records being created in a flow is to use the Bulk Create Records node in the Flow. This node allows the administrator to create multiple records of the same object type in one transaction, which reduces the number of database operations and improves the flow performance. Verified References:https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_data_bulk_create.htm &type=5

The best way for the administrator to accomplish this task is to add the “Order Routing Rank By Closest Distance” action to the fulfillment flow. This action is a flow core action that ranks the fulfillment locations by their distance from the delivery location, and returns a list of ranked locations. The administrator can use this action to find the optimal fulfillment location for each order based on proximity. Verified References:https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_om_actions_order_routing_rank_by_closest_distance.htm &type=5

The Order Summary object is used to create an invoice. An invoice is a document that requests payment from a customer for an order. An invoice can include one or more fulfillment orders and one or more credit memos. A fulfillment order is a record that represents a part of an order that is fulfilled by a specific location. A credit memo is a record that represents a partial or full refund for an order or a fulfillment order. To create an invoice, an administrator can use the Create Invoice Apex action in a flow. The Create Invoice Apex action requires the Order Summary ID as an input parameter and creates an Invoice record associated with the Order Summary record. References: Order Management Objects, [Create Invoice Apex Action]

The correct statement about Person Accounts and Contacts is that Person Accounts are appropriate for B2C transactions while Account-Contact model is appropriate for B2B transactions. A Person Account is a type of account that represents an individual consumer, rather than a business or organization. A Person Account combines the features and fields of both the Account and Contact objects, and it does not require a Contact record to be associated with it. A Person Account is suitable for B2C transactions, where the customers are individual consumers who purchase products or services for personal use. An Account-Contact model is a type of data model that represents a business or organization as an account, and its employees or affiliates as contacts. An account can have many contacts associated with it, but a contact can only belong to one account. An Account-Contact model is suitable for B2B transactions, where the customers are businesses or organizations that purchase products or services for professional use. Verified References: https://help.salesforce.com/s/articleView?id=sf.accounts_person.htm &type=5https://help.salesforce.com/s/articleView?id=sf.accounts_contacts.htm &type=5

The best way for a user to view the information exchanged between the payment platform and the external payment gateways is to navigate to Payment Gateway Logs related list on the corresponding Order Payment Summary. A Payment Gateway Log is a record that captures the request and response messages between the payment platform and the external payment gateways, such as Stripe, PayPal, etc. A PaymentGateway Log has a lookup relationship to the Order Payment Summary object, which represents a payment made for an order or part of an order. A user can use the Payment Gateway Logs related list on the Order Payment Summary page to view the details of thepayment transactions, such as the request and response payloads, status codes, timestamps, etc. Verified References: https://help.salesforce.com/s/articleView?id=sf.order_management_payment_gateway_log.htm &type=5https://help.salesforce.com/s/articleView?id=sf.order_management_order_payment_summary.htm &type=5

When building a flow for multiple locations, an administrator should consider the following challenges:

Multiple locations will introduce nested loops which can make the canvas substantially larger. For example, a flow that handles multiple fulfillment orders per order and multiple fulfillment order lines per fulfillment order will need to loop through both levels of records. This can make the flow more complex and harder to maintain.

Multiple locations can lead to limit exceptions. For example, a flow that queries or updates a large number of records across multiple locations may hit the SOQL query limit or the DML statement limit. To avoid this, an administrator should use bulkified actions and optimize the flow performance. References: Order Fulfillment Flows, [Flow Performance Best Practices]