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
Channel Order App Objects
Order Types
Order Statuses
Get Started with the Channel Order App
Upgrade the Channel Order App
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
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Order Types

When you create an order in the Channel Order App (COA), you select an order type that tells Salesforce how to activate the products you specified. Learn how to select the correct order type based on your customer’s needs.

Your agreement with Salesforce determines the order types available to you. You might not be able to submit every order type.

Note

Order Type Purpose
Initial

Order products for a new customer.

To submit an initial order, choose New Customer in the order submission wizard. If the order includes a reseller customer org, you must add an admin user subscription. Order one admin user subscription per 50 users.

Add On

Add products or licenses for an existing customer.
Reduction

Remove products or licenses for an existing customer.
Renewal

Renew service for an existing customer before its contract expires.
Upgrade

Upgrade an existing customer to a different Salesforce edition, or adjust pricing for existing users on a contract.
Cancellation

End a contract with an existing customer and cancel all products.