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Use Managed Packages to Develop Your AppExchange Solution
Checkout Management App Best Practices
Checkout Management App Objects
Install the Checkout Management App
Set Up the Checkout Management App
Assign Access to the Checkout Management App
Modify a Notification Template in the Checkout Management App
Configure Logs in the Checkout Management App
View Checkout Management App Logs
OEM User License Guide
Get Started with the Checkout Management App
Install the Checkout Management App (CMA) into a Salesforce org, and then configure the app so
that users get the right level of access to data. Enable email notifications to simplify
communication with customers and team members. You can also customize the notification templates
to meet your company’s needs.
Available in: both Salesforce Classic and Lightning Experience |
Available in: Enterprise, Performance, and Unlimited Editions |
-
Install the Checkout Management App
Install the Checkout Management App (CMA) in the Salesforce org where you manage licenses, usually your Partner Business Org. The License Management App (LMA) is required to use the CMA, so make sure that you install the LMA in this org first. -
Set Up the Checkout Management App
Use the Checkout Management App (CMA) setup tool to connect your Stripe account and import data into your Salesforce org. Then get familiar with your dashboard and choose when customers and team members receive email notifications from the CMA. -
Assign Access to the Checkout Management App
Use permission sets to give team members the right level of access to the Checkout Management App (CMA). You can assign the CMA Standard User permission set or CMA Admin User permission set, depending on the features team members must access. -
Modify a Notification Template in the Checkout Management App
The Checkout Management App (CMA) can send email notifications in response to trial installations, purchases, and other subscription changes. We created default notifications to get you started, but you can tailor templates to your company’s needs. -
Configure Logs in the Checkout Management App
The Checkout Management App (CMA) creates debug logs to help you troubleshoot issues. By default, all logs are saved, but you can configure the CMA to delete logs that you no longer need. Delete logs regularly to stay within the data storage limits for your Salesforce edition.