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
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
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Connect the Channel Order App to Salesforce

After you install the Channel Order App (COA), connect the app to Salesforce and import your product catalog. Your product catalog includes the products that you can sell and the contract terms that apply to your orders. After the connection is configured, Salesforce pushes catalog updates to your org.

User Permissions Needed
To manage custom apps: Customize Application
To import product data: COA Admin User

Before you configure your connection, make sure that you have credentials for your COA production connection. These credentials are unique to your company and are provided to you by Salesforce. If you don’t have credentials, log a 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 COA Setup.
  4. Go to Production Settings, and provide your username, API key, and activation code.
    A view of the service order credentials screen with details provided
  5. Click Save.
    The COA imports your product catalog and contract terms.