ISVforce Guide

Introduction
ISVforce Quick Start
Designing and Building Your App
Packaging and Testing Your App
Passing the Security Review
Publish Your Offering on the AppExchange
Manage Orders
Key Objects in the Channel Order App
Installing and Configuring the Channel Order App
Install the Channel Order Application
Configure the Channel Order App: Define a New Email Service
Configure the Channel Order App: Provide Service Order Credentials
Add Custom Fields to the Order Detail Page
Enable the Channel Order App for Non-Admin Users
Managing Contract Terms and Product Catalogs
Submitting and Managing Orders
Using the Partner Order Submit API
Managing Licenses
Provide a Free Trial
Supporting Your Customers
Upgrading Your App
Appendices
Glossary
PDF

Newer Version Available

This content describes an older version of this product. View Latest

Enable the Channel Order App for Non-Admin Users

To make the Channel Order App accessible to users without admin permissions, modify the custom profile for those users.

You must have admin access to modify profiles.

The modifications required to access the Channel Order App can only be made to a custom profile. For details on creating custom profiles, see the Salesforce online help.

Note

  1. From Setup, enter Profiles in the Quick Find box, then select Profiles and find the custom profile you want to modify.
  2. Click the profile name. On the Profile Detail page, click Edit.
  3. Under Custom App Settings, find Partner Order and select the checkbox in the Visible column.
    Profile Detail edit Custom App Settings
  4. Under Custom Tab Settings, set the Partner Order custom tabs as follows:
    • Customers: Default On
    • Orders: Default On
    • Partner Contract Terms: Default On
    • Partner Product Catalog: Default On
    • Service Order Credentials: Tab Hidden

      For security purposes, the Service Order Credentials tab must be hidden for non-admin profiles.

      Note

    • Service Order Detail: Tab Hidden
    • Service Orders: Tab Hidden
    Custom Tab Settings
  5. Under Custom Object Permissions, set the following access options:
    • Customers: Read, Create, and Edit
    • Partner Contract Terms: Read
    • Partner Product Catalog: Read
    • Service Orders: Read, Create, and Edit
    • Service Order Detail: Read, Create, and Edit

    You cannot update object permissions for a standard profile; to make these changes to a standard profile, you must clone the profile.

    Note

  6. Click Save.
  7. Back on the Profile Detail page, scroll down to Enable Apex Class Access and click Edit.
  8. On the Enable Apex Class Access page, select all the classes under Available Apex Classes that begin with “CHANNEL_ORDERS” and click Add to move them to Enabled Apex Classes. Click Save.
    Enable Apex Class Access page
  9. On the Profile Detail page, scroll to Enable Visualforce Page Access and click Edit.
  10. On the Enable Visualforce Page Access page, select all the pages under Available Visualforce Pages that begin with “CHANNEL_ORDERS” and click Add to move them to Enabled Visualforce Pages. Click Save.
  11. Back on the Profile Detail page, scroll to the Field-Level Security: Custom Field-Level Security section and complete the steps below for each of the following items:
    • Customer
    • Partner Contract Terms
    • Partner Product Catalog
    • Service Order
    • Service Order Details
    1. Click View to open the field list.
      Custom Field-Level Security View link
    2. Click Edit.
    3. Select all checkboxes in the Visible column. Leave the Read-Only column as is.
      Field-Level Security settings for Partner Contract Terms
    4. Click Save.
    5. Click Back to Profile. (Repeat for the next object.)

After these steps are complete, users with the profile should be able to access the Channel Order App.