Set Up the Channel Order App | ISVforce Guide

Install the Channel Order App
The Channel Order App (COA) is preinstalled in your Partner Business Org (PBO). However, if you want to manage your partner business using a different Salesforce org, manually install the COA from AppExchange.

Launch Channel Order App Guided Onboarding
Complete Channel Order App (COA) setup tasks efficiently using the in-app guided onboarding experience. The onboarding experience walks you through assigning permission sets to your team, accepting the COA email service, and connecting the app to Salesforce. Follow these steps to start the guided onboarding experience, or pick up where you left off.

Assign Channel Order App Permission Sets and Accept the Email Service
Assign a permission set to give team members access to the Channel Order App (COA). Accept an email service to get your org ready to sync your product catalog. Complete these tasks using the COA’s guided onboarding experience.

Request Service Order Credentials for the Channel Order App
Before you connect the Channel Order App (COA) to Salesforce, request service order credentials on Salesforce Help. Your credentials consist of a unique username, API key, and activation code. You provide these credentials in the COA to establish a connection to Salesforce.

Connect the Channel Order App to Salesforce
After you receive your service order credentials, connect the Channel Order App (COA) to Salesforce and import your product catalog. Complete this task using the COA’s guided onboarding experience.

Display Customers in the Channel Order App
After you set up the Channel Order App (COA), create a custom tab to display customer information.

Assign Page Layouts in the Channel Order App
After you set up the Channel Order App (COA), assign a custom page layout to the customer object.