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
AppExchange Checkout
Checkout Management App
Checkout Management App Best Practices
Checkout Management App Objects
Get Started with the Checkout Management App
Install the Checkout Management App
Set Up the Checkout Management App
Assign Access to the Checkout Management App
Modify a Notification Template in the Checkout Management App
Configure Logs in the Checkout Management App
Sample Checkout Management App Customizations
Update Settings in the Checkout Management App
View Checkout Management App Logs
Monitor Performance with Analytics for AppExchange Partners
Manage Orders
Managing Licenses for Managed Packages
Manage Features
Provide a Free Trial of Your Solution
Support Your AppExchange Customers
Update Your Solution
Appendices
Glossary
PDF

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Install the Checkout Management App

Install the Checkout Management App (CMA) in the Salesforce org where you manage licenses, usually your Partner Business Org. The License Management App (LMA) is required to use the CMA, so make sure that you install the LMA in this org first.

If you received a Partner Business Org when you joined the Partner Community, the CMA is preinstalled there. To check if the CMA is installed in your org, go to the App Launcher and look for the CMA in the list of available apps.

Note


User Permissions Needed
To install packages: Download AppExchange Packages
  1. If you haven’t already, log in to the AppExchange using the credentials of the org where you want to install the CMA.
  2. Go to the AppExchange listing for the CMA: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A000000rMclUAE.
  3. Click Get It Now.
  4. Click Install in production.
  5. Agree to the Terms & Conditions, and then click Confirm and Install.
  6. Log in to the org where you want to install the CMA.
  7. Review the package installation details, and then click Continue.
  8. Approve access by third-party websites, and then click Continue.
  9. Review the API access requirements for the package, and then click Next.
  10. Grant access to package contents, and then click Next.

    Salesforce recommends granting access to admins only 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 the CMA appears in the list of available apps.