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
Manage Orders in the Channel Order App
Submit an Order
Edit an Order
Clone an Order
Recall an Order
Delete a Draft Order
Fix Errors on Returned Orders
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
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Submit an Order

Submit an order to Salesforce when a customer purchases new products or requests changes to a subscription. If you’re ordering products for a new customer, verify that you have the customer’s Salesforce org ID before you create the order.

User Permissions Needed
To submit orders: COA User

OR

COA Admin User
  1. Log in to the org where the COA is installed.
  2. Open the App Launcher, and click Partner Order.
  3. On the Service Orders tab, click New to open the order submission wizard.
  4. Choose New customer to create an initial order. Otherwise, choose Existing customer and select an order type.

    If a customer is buying your product for the first time, create an initial order.

    Tip

  5. Specify customer details (1), contract type (2), and the terms and conditions (3), and then click Next.
    Step 1 of the Channel Order App order wizard
  6. Select products for the order, and click Next.
    Step 2 of the Channel Order App order wizard
  7. Adjust the license quantities and, optionally, pricing, and then click Next.
    Step 3 of the Channel Order App order wizard
  8. Enter the service and order dates (1), and then review and accept the terms and conditions (2).
    Step 4 of the Channel Order App order wizard
  9. Click Submit, or save the order as a draft and submit it later.
After you submit an order, it’s sent to Salesforce for processing and activation or provisioning. To check the status of an order, go the Service Orders tab.