Salesforce Subscription Management is the native, integrated product designed to create and manage recurring orders from subscriptions. It automatically generates orders based on the subscription’s terms and billing cycle, making it the correct and most sustainable approach compared to custom-coded or process-based workarounds.

The Allocation Summary related list on the order record provides a detailed, step-by-step log of the allocation process for that specific order. It shows which rules were evaluated, inventory locations checked, and the success or failure of each step, offering the most direct and immediate insight into why allocation is failing.

A Salesforce Flow with a Pause element is designed specifically for long-running processes that must wait for an external event. It can pause the orchestration instance, store its state, and then resume exactly where it left off when triggered by the platform event from the engraving service’s callback, making it ideal for this business process.

A single, multi-step allocation rule correctly models the business logic. Step 1 attempts the primary source (US). If it fails (due to lack of inventory), Step 2 executes. The filter on Step 2 ensures the fallback to the EU warehouse only happens for the appropriate European orders, preventing US-bound orders from being incorrectly sourced from the EU.

A custom button with conditional visibility (governed by order status and a time-based formula) provides a clear, guided, and policy-enforced interface. The Flow ensures complex modifications are handled correctly, updating line items and recalculating totals, while the button’s visibility automatically enforces the business rule without relying on agent training.

A Fulfillment Order is a key internal operational object. It is generated from the original Order and is tied to a specific fulfillment location (e.g., a warehouse). It contains the specific line items and quantities to be processed at that location, driving the physical fulfillment process.

Platform events are the scalable, decoupled, and event-driven integration pattern recommended for real-time system notifications. The WMS can publish status events, and a Flow or trigger in Salesforce can subscribe to these events and update the relevant Fulfillment Order records, keeping the systems in sync efficiently.

The ‘Orchestration Logs’ component is the dedicated operational tool within the Order Management app for monitoring the health of order processing. It provides a filtered, real-time view of orchestration instances, their status (including errors), and detailed logs, which is precisely what the manager needs for this scenario.

An ‘Advanced Exchange’ (also known as a cross-shipment) is designed for this exact scenario. It creates a replacement fulfillment order immediately, often before the original item is returned, to minimize customer downtime. The customer is typically charged if the original item is not returned within a specified window.

Salesforce Subscription Management is the native, integrated product designed to create and manage recurring orders from subscriptions. It automatically generates orders based on the subscription’s terms and billing cycle, making it the correct and most sustainable approach compared to custom-coded or process-based workarounds.0