ISVforce Guide
jNewer Version Available
Channel Order App Upgrade Considerations
Before you install a new version of the Channel Order App (COA), review the
considerations to understand how customizations in your org could be affected.
Upgrades from v1.39 or earlier to v2.0
If you’re upgrading the COA from v1.39 or earlier to v2.0, the following considerations apply.
- New Permission Set for Access to the COA
- In v1.39 and earlier, a custom profile controls access to the COA. In v2.0, you control access with the COA User permission set. When you upgrade, assign the permission set to all team members who need access to the COA, including those who previously accessed the app using the custom profile. Without this permission set, users can’t access the COA.
- New Customers Tab
- In v2.0, the new Customers tab shows you customer information, including related products and orders. When you upgrade, you must create this tab and configure it to display in the app.
- Replaced Orders Tab
- In v2.0, the Service Orders tab replaces the Orders tab. When you upgrade, remove the Orders tab from the app and configure the Service Orders tab.
- Updated Page Layouts
- In v2.0, the customer, service order, partner contract terms, and partner product catalog objects have updated page layouts. When you upgrade, assign the updated layouts to each object.
- Replaced Partner Order Submit API
- In v2.0, the Channel Order API replaces the Partner Order Submit API. When you upgrade, you can still submit orders using the Partner Order Submit API, and your existing integrations continue to function. However, the Partner Order Submit API doesn’t include the new functionality introduced in the Channel Order Apex API, like the ability to edit, recall, and clone orders.