Newer Version Available
Display Service Orders in the Channel Order App
If you’re upgrading to Channel Order App (COA) v2 and later, remove the existing Orders
tab and replace it with the new Service Orders tab.
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To manage custom apps: | Customize Application |
- Log in to the org where the COA is installed.
- From Setup, enter App Manager in the Quick Find box, then click App Manager.
-
For Partner Order, click (
) and select Edit.
- From the Selected Tabs list, remove Orders.
- Add Service Orders to the Selected Tabs list.
- Click Save.