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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

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

The CMA is available in English and Japanese to eligible Salesforce partners. For more information on the Partner Program, including eligibility requirements, visit https://partners.salesforce.com.

Note

Start with the dashboard to get a big picture view of your AppExchange Checkout data.

A view of the dashboard in the Checkout Management App

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.

A view of the notification page in the Checkout Management App