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
Get Started with the Checkout Management App
Install the Checkout Management App
Set Up the Checkout Management App
Assign Access to the Checkout Management App
Modify a Notification Template in the Checkout Management App
Configure Logs in the Checkout Management App
Sample Checkout Management App Customizations
Update Settings in the Checkout Management App
View Checkout Management App Logs
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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Modify a Notification Template in the Checkout Management App

The Checkout Management App (CMA) can send email notifications in response to trial installations, purchases, and other subscription changes. We created default notifications to get you started, but you can tailor templates to your company’s needs.

User Permissions Needed
To enable, disable, or customize notifications: “CMA Admin User”
To create or change Visualforce email templates: “Customize Application”
Notification templates in the CMA are based on Visualforce email templates. The templates support advanced customizations, like merge fields and formulas.

Notification templates in the CMA also include custom components that affect email styling. You can’t modify these components, but you can remove them.

Note

  1. Log in to the org where the CMA is installed.
  2. Open the App Launcher, and then click Checkout Management App.
  3. Click Checkout Notification Settings.
  4. Find the template that you want to customize, and then select Edit.
  5. Click Edit Template and modify as needed, and then click Save.