ISVforce Guide

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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
AppExchange Checkout
Checkout Management App
Checkout Management App Best Practices
Checkout Management App Objects
Get Started with the Checkout Management App
Sample Checkout Management App Customizations
Update Settings in the Checkout Management App
View Checkout Management App Logs
Report Orders to Salesforce with the Channel Order App
Provide Free Trials of Your AppExchange Solution
OEM User License Guide
PDF

Checkout Management App Best Practices

Follow these guidelines and best practices when you use the Checkout Management App (CMA).
  • Install the CMA in a Salesforce org where the License Management App (LMA) is already installed. Usually, it’s your partner business org. If the LMA isn’t installed in your org, you can’t install the CMA.
  • Don’t edit data in managed fields on the subscription plan, subscription, invoice, or transaction object records. The CMA syncs Stripe data in a one-way, read-only manner, so changes that you make aren’t reflected in Stripe. To update subscription plan, subscription, invoice, invoice item, or transaction data, use the Stripe dashboard or API.
  • Review and customize notification templates before enabling them. By adding your logo and tailoring template content to reflect your company’s identity, you set yourself apart from other offerings on AppExchange. Customizing takes only a couple of minutes and doesn’t require any coding.