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
AgentExchange Go-To-Market App Guide
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
PDF

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Refresh the Channel Order App’s Connection to Salesforce

If you’re upgrading the Channel Order App (COA) to v2 or later, refresh your production connection to Salesforce. After your connection refreshes, you can submit orders to Salesforce.
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions

User Permissions Needed
To manage custom apps: Customize Application
To import product data: COA Admin User
  1. Log in to the org where the COA is installed.
  2. Open the App Launcher.
  3. Click Partner Order.
  4. Go to the Partner Contract Terms tab.
  5. Click Refresh Data.
    After you refresh the connection, your order history is imported to the app and you can submit orders again.