ISVforce Guide

ISVforce Guide: Build and Distribute AppExchange Solutions
Get Ready to Distribute on AppExchange
Use Managed Packages to Develop Your AppExchange Solution
Design Your AppExchange Solution
Manage Orgs with Environment Hub
Pass the AppExchange Security Review
Publish Your Solution on AppExchange
Sell on AppExchange with Checkout
Monitor Performance with Analytics for AppExchange Partners
Report Orders to Salesforce with the Channel Order App
Channel Order App
Set Up the Channel Order App
Install the Channel Order App
Launch Channel Order App Guided Onboarding
Assign Channel Order App Permission Sets and Accept the Email Service
Request Service Order Credentials for the Channel Order App
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
Provide Free Trials of Your AppExchange Solution
OEM User License Guide
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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.

User Permissions Needed
To manage custom apps: Customize Application
  1. Log in to the org where the COA is installed.
  2. Open the App Launcher.
  3. In the search field, enter COA Guided Onboarding, and then select COA Guided Onboarding.
  4. If it’s your first time using guided onboarding, click Start. If you’re returning, you’re automatically directed to the most recent unfinished task.