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
What Is the AppExchange?
Publish on the AppExchange
Email Notifications
AppExchange Checkout
Checkout Management App
Checkout Management App Best Practices
Checkout Management App Objects
Set Up the Checkout Management App
Sample Checkout Management App Customizations
Update Settings in the Checkout Management App
Work with AppExchange Leads
Analytics Reports for Publishers
Update the Package in an AppExchange Listing
AppExchange FAQ
Manage Orders
Managing Licenses
Provide a Free Trial
Supporting Your Customers
Upgrading Your App
Appendices
Glossary
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Checkout Management App Best Practices

Follow these guidelines and best practices when you use the Checkout Management App (CMA).
  • Install the CMA in a Salesforce org where the License Management App (LMA) is already installed. Usually, this is your partner business org. If the LMA isn’t installed in your org, you can’t install the CMA.
  • Don’t edit managed fields on the subscription plan, subscription, invoice, or transaction object records. The CMA syncs Stripe data in a one-way, read-only manner, so changes that you make aren’t reflected in Stripe. To update subscription plan, subscription, invoice, invoice item, or transaction data, use the Stripe dashboard or API.
  • Review and customize notification templates before enabling them. By adding your logo and tailoring template content to reflect your company’s identity, you set yourself apart from other offerings on the AppExchange. Customizing takes only a couple of minutes and doesn’t require any coding.