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
Sell on AppExchange with Checkout
Monitor Performance with Analytics for AppExchange Partners
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
Assign Permission Sets to Channel Order App Users
Display Customers in 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
Manage Licenses
Manage Features
Provide a Free Trial of Your Solution
Support Your AppExchange Customers
Update Your Solution
Appendices
Glossary
PDF

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Refresh the Channel Order App’s Connection to Salesforce

If you’re upgrading the Channel Order App (COA) to v2 or later, refresh your production connection to Salesforce. After your connection refreshes, you can submit orders to Salesforce.
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions

User Permissions Needed
To manage custom apps: Customize Application
To import product data: COA Admin User
  1. Log in to the org where the COA is installed.
  2. Open the App Launcher.
  3. Under All Items, click COA Setup.
  4. Go to Production Settings, and click Refresh Connection.
    After you refresh the connection, your order history is imported to the app.