ISVforce Guide

Introduction
ISVforce Quick Start
Grow Your AppExchange Business
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
Set Up the Channel Order App
Upgrade the Channel Order App
Channel Order App Upgrade Considerations
Upgrade the Channel Order App
Display Service Orders in the Channel Order App
Update Page Layouts in the Channel Order App
Refresh the Channel Order App’s Connection to Salesforce
Field Mapping in Channel Order App v2 and Later
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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Update Page Layouts in the Channel Order App

If you’re upgrading to Channel Order App (COA) v2 and later, assign updated page layouts to the customer, service order, partner contract terms, and partner product catalog objects.
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions

User Permissions Needed
To create and edit custom objects: Customize Application
  1. Log in to the org where the COA is installed.
  2. From Setup, enter Object Manager in the Quick Find box, then click Object Manager.
  3. Assign the updated page layout to the service order object.
    1. Click Service Order.
    2. Click Page Layouts.
    3. Click Page Layout Assignment.
    4. Click Edit Assignment.
    5. From the list of available layouts, choose Service Order Layout.
    6. Select which user profiles to give access to the layout, and click Save.
  4. Repeat these steps for the customer, partner contract terms, and partner product catalog objects. Page layout names use this format: Object Name Layout.