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
Install the Channel Order App
Define a Channel Order App Email Service
Import Product Data to the Channel Order App
Assign Access to the Channel Order App
Display Customers in the Channel Order App
Upgrade the Channel Order App
Manage Orders in the Channel Order App
Channel Order Apex API
Managing Licenses
Manage Features
Provide a Free Trial
Supporting Your AppExchange Customers
Upgrading Your App
Appendices
Glossary
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Import Product Data to the Channel Order App

After you define an email service for the Channel Order App (COA), connect the app to your product catalog and import products and contract terms. After the connection is configured, catalog updates are pushed to your org.

User Permissions Needed
To view the COA: COA User
To configure service order credentials: Customize Application

Before configuring your connection, make sure that you have your service order credentials from Salesforce Partner Operations. If you don’t have credentials, log a support case in the Partner Community.

Tip

  1. Log in to the org where the COA is installed.
  2. Open the App Launcher.
  3. Under All Items, click Service Order Credentials.
  4. To connect the COA to your product catalog, specify the following field values and then click Test Connection.
    Field Value
    Service Type Production
    UserName Enter the username provided by Salesforce Partner Operations.
    Password Enter the password provided by Salesforce Partner Operations.
    Login URL This value is automatically populated.
    Partner Org Email Address Enter the address associated with the email service that you created for the COA.

    To look up the address, go to Setup, enter Email Services in the Quick Find box, then click Email Services. Then view the SFDC Service Order.
    End Point This value is automatically populated.
    A view of the service order credentials screen with details provided
    If you have issues connecting, contact Salesforce to verify your service order credentials.
  5. For Partner API Key, enter the key provided by Salesforce Partner Operations.
  6. Click Save.
  7. To import your product data, click Refresh Data.
    When the import is complete, a success message is displayed.