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
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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Set Up the Channel Order App

Install the Channel Order App (COA) and get it ready to sync your product data from Salesforce. After the app is configured, provide access to the right people on your team by assigning permission sets. Then configure a tab to display customer information, such as order history and related products.
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions