ISVforce Guide

Welcome to the ISVforce Guide
ISVforce Quick Start
Grow Your AppExchange Business
Design and Build Your Solution
Package and Test Your Solution
Pass the AppExchange Security Review
Publish Your Solution on AppExchange
Manage Orders
Channel Order App
Set Up the Channel Order App
Install the Channel Order App
Assign Permission Sets to Channel Order App Users
Define a Channel Order App Email Service
Connect the Channel Order App to Salesforce
Display Customers in the Channel Order App
Assign Page Layouts in the Channel Order App
Upgrade the Channel Order App
Manage Orders in the Channel Order App
Channel Order Apex API
Manage Licenses
Manage Features
Provide a Free Trial of Your Solution
Support Your AppExchange Customers
Update Your Solution
Appendices
Glossary
PDF

Newer Version Available

This content describes an older version of this product. View Latest

Install the Channel Order App

Install the Channel Order App (COA) in the Salesforce org where you manage licenses for your products, usually your Partner Business Org. If you’re an existing partner and the COA is already installed in your org, you don’t need to reinstall the app to receive upgrades. Salesforce pushes new versions of the app to your org.

User Permissions Needed
To install packages: Download AppExchange Packages
  1. Log in to AppExchange using the credentials of the org where you want to install the COA.
  2. Go to the AppExchange listing for the COA: https://appexchange.salesforce.com/listingDetail?listingId=a0N300000055ailEAA.
  3. Click Get It Now.
  4. Click Install in Production.
  5. Agree to the Terms & Conditions, and click Confirm and Install.
  6. Log in to the org where you want to install the COA.
  7. Review the package installation details, and click Continue.
  8. Approve access by third-party websites, and click Continue.
  9. Review the API access requirements for the package, and click Next.
  10. Grant access to package contents, and click Next.

    Salesforce recommends granting access only to admins and assigning access to other users as needed after the app is installed.

    Note

  11. Click Install.
  12. After the installation completes, go to the App Launcher and confirm that Partner Order appears in the list of available apps.