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
Channel Order App
Get Started with the Channel Order App
Upgrade the Channel Order App
Channel Order App Upgrade Considerations
Upgrade to Channel Order App v2.0
Display Service Orders in the Channel Order App
Update Page Layouts in the Channel Order App
Field Mapping in Channel Order App v2.0
Manage Orders in the Channel Order App
Channel Order Apex API
Managing Licenses
Provide a Free Trial
Supporting Your AppExchange Customers
Upgrading Your App
Appendices
Glossary
PDF

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Upgrade to Channel Order App v2.0

Follow these high-level steps to upgrade to from Channel Order App (COA) v1.39 or earlier to v2.0.
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions

  1. Assign access to the app using the COA User permission set.
  2. Create a Customers tab and configure it to display in the app.
  3. Remove the Orders tab from the app and configure the Service Orders tab to display.
  4. Assign updated page layouts to the customer, service order, partner contract terms, and partner product catalog objects.