ISVforce Guide
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Use Managed Packages to Develop Your AppExchange Solution
Submit an Order
Edit an Order
Clone an Order
Recall an Order
Delete a Draft Order
Fix Errors on Returned Orders
OEM User License Guide
Newer Version Available
Manage Orders in the Channel Order App
When a customer purchases your AppExchange product or requests changes to a subscription,
submit an order to Salesforce. After you create the order, you can edit, recall, or clone it. If
the order is a draft, you can delete it.
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions |
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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. -
Edit an Order
You can edit the product, quantity, and pricing details of an order within 2 hours of submitting it to Salesforce. After 2 hours, the order is processed and can’t be edited. To change customer details or order type, you must recall the order and create a new one. -
Clone an Order
When creating an order that’s similar to one you’ve submitted previously, you can save time by cloning the original order. -
Recall an Order
If you don’t want Salesforce to process an order that you submitted, recall it. After you recall an order, it becomes read-only, and you can’t edit or resubmit it. In most cases, you can recall an order within 2 hours of submitting it to Salesforce. Near the end of the month, the window for recalling an order is 30 minutes. -
Delete a Draft Order
You can delete draft orders that you don’t want to submit, like duplicate orders. After you delete a draft order, you can’t recover it. -
Fix Errors on Returned Orders
If you submitted an order that Salesforce can’t process, we return the order and ask you to fix the errors that we identified. You can resolve the errors by reading the comments we provide, cloning the returned order, and then submitting the new order with the changes applied.