Update Page Layouts in the Channel Order App

If you’re upgrading to Channel Order App (COA) v2 and later, assign updated page layouts to the customer, service order, partner contract terms, and partner product catalog objects.

Available in: both Salesforce Classic and Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions

User Permissions Needed
To create and edit custom objects:	Customize Application

Log in to the org where the COA is installed.
From Setup, enter Object Manager in the Quick Find box, then click Object Manager.
Assign the updated page layout to the customer object.
1. Click Customer.
2. Click Page Layouts.
3. Click Page Layout Assignment.
4. Click Edit Assignment.
5. Select at least one profile.
6. From the list of available layouts, choose COA Customer Layout.
7. Click Save.

Repeat these steps for service order, partner contract terms, and partner product catalog. These objects use the following page layout names.

Object	Page Layout Name
Service Order	Service Order Layout
Partner Contract Terms	Partner Contract Terms Layout
Partner Product Catalog	Partner Product Catalog Layout

ISVforce Guide

Update Page Layouts in the Channel Order App