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
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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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.

User Permissions Needed
To install packages: Download AppExchange Packages
  1. Log in to AppExchange using the credentials of the org where you want to install the COA.
  2. Go to the AppExchange listing for the COA: https://appexchange.salesforce.com/listingDetail?listingId=a0N300000055ailEAA.
  3. Click Get It Now.
  4. Click Install in Production.
  5. Agree to the Terms & Conditions, and click Confirm and Install.
  6. Log in to the org where you want to install the COA.
  7. Review the package installation details, and click Continue.
  8. Approve access by third-party websites, and click Continue.
  9. Review the API access requirements for the package, and click Next.
  10. Grant access to package contents, and click Next.

    Salesforce recommends granting access only to admins and assigning access to other users as needed after the app is installed.

    Note

  11. Click Install.
  12. After the installation completes, go to the App Launcher and confirm that SFDC Channel Order appears in the list of available apps.