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
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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Display Service Orders in the Channel Order App

If you’re upgrading to Channel Order App (COA) v2 and later, remove the existing Orders tab and replace it with the new Service Orders tab.
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions

User Permissions Needed
To manage custom apps: Customize Application
  1. Log in to the org where the COA is installed.
  2. From Setup, enter App Manager in the Quick Find box, then click App Manager.
  3. For Partner Order, click (The dropdown list icon) and select Edit.
  4. From the Selected Tabs list, remove Orders.
  5. Add Service Orders to the Selected Tabs list.
  6. Click Save.