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Order header and order page customization for advanced orders

Key Takeaway

You customize advanced order pages by editing the custom JSON fields on the order template, not on each order. Saved changes apply to new orders and also to existing pending orders that use that template.

Advanced orders in Agentforce Consumer Goods let you shape the order-capture screens that sales reps and store managers use to place digital orders on the spot. You customize these pages by editing JSON fields on the order template, not on each order. The capability is called Online Order Extensibility, also called Order LWC UI Extensibility. Online Order Extensibility changes the order-capture UI without changing core workflows.

Order templates and order capture

Advanced orders let you tailor the order-capture experience with better filtering and search, clear product displays, and flexible customization.

Order templates define the basic layout and structure of order pages. Every order built on a template follows that template, so you customize the template instead of each order.

An order page is made up of these elements:

  • Order Page Header
  • Order Items
  • Order Header
  • Add Items
  • Free Items, an optional element that shows complimentary items
Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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