ISVforce Guide

ISVforce Guide: Build and Distribute AppExchange Solutions
Get Ready to Distribute on AppExchange
Use Managed Packages to Develop Your AppExchange Solution
Manage Orgs with Environment Hub
Architectural Considerations for Group and Professional Editions
Security Requirements for AppExchange Partners and Solutions
Pass the AppExchange Security Review
Manage Your AppExchange Listings
Sell on AppExchange with Checkout
Report Orders to Salesforce with the Channel Order App
Channel Order App
Set Up the Channel Order App
Upgrade the Channel Order App
Channel Order App Upgrade Considerations
Upgrade the Channel Order App
Assign Permission Sets to Channel Order App Users
Display Customers in the Channel Order App
Display Service Orders in the Channel Order App
Update Page Layouts in the Channel Order App
Refresh the Channel Order App’s Connection to Salesforce
Field Mapping in Channel Order App v2 and Later
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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Update Page Layouts in the Channel Order App

If you’re upgrading to Channel Order App (COA) v2 and later, assign updated page layouts to the customer, service order, partner contract terms, and partner product catalog objects.
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions

User Permissions Needed
To create and edit custom objects: Customize Application
  1. Log in to the org where the COA is installed.
  2. From Setup, enter Object Manager in the Quick Find box, then click Object Manager.
  3. Assign the updated page layout to the customer object.
    1. Click Customer.
    2. Click Page Layouts.
    3. Click Page Layout Assignment.
    4. Click Edit Assignment.
    5. Select at least one profile.
    6. From the list of available layouts, choose COA Customer Layout.
    7. Click Save.
  4. Repeat these steps for service order, partner contract terms, and partner product catalog. These objects use the following page layout names.
    Object Page Layout Name
    Service Order Service Order Layout
    Partner Contract Terms Partner Contract Terms Layout
    Partner Product Catalog Partner Product Catalog Layout