Checkout Management App
The Checkout Management App (CMA) brings the power of Salesforce to AppExchange Checkout.
A beautiful dashboard visually displays AppExchange Checkout data, so it’s easy to see how your
offerings are performing. Automated email notifications keep customers and team members in the
loop whenever activity occurs on your offerings.
Available in: both Salesforce Classic and Lightning Experience |
Available in: Enterprise, Performance, and Unlimited Editions |
Start with the dashboard to get a big picture view of your AppExchange Checkout data.

The dashboard is preconfigured to show:
- Revenue by month, so financial performance is always front and center
- New subscribers by month, so it’s easy to see where growth is occurring
- Subscription plan by unit, so you know which configurations are popular with customers
- Subscription status by month, so you can stay on top of trials, purchases, and renewals
You can customize the dashboard using standard Salesforce tools. For a detailed look at your data, view individual customer, subscription plan, subscription, invoice, invoice item, and transaction records.
To save time communicating with stakeholders, the CMA can send email notifications for situations that you often encounter as a partner, like renewal notices. Enable email notifications as needed (1) and then customize them to reflect your company’s identity (2). Not in the mood to customize anything? No worries—the templates provide friendly and informative default content.
