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
Report Orders to Salesforce with the Channel Order App
Channel Order App
Set Up the Channel Order App
Upgrade the Channel Order App
Manage Orders in the Channel Order App
Submit an Order
Edit an Order
Clone an Order
Recall an Order
Delete a Draft Order
Fix Errors on Returned Orders
Channel Order Apex API
Provide Free Trials of Your AppExchange Solution
OEM User License Guide
PDF

Clone an Order

When creating an order that’s similar to one you’ve submitted previously, you can save time by cloning the original order.

User Permissions Needed
To clone orders: COA User

OR

COA Admin User
  1. Log in to the org where the COA is installed.
  2. Open the App Launcher, and click Partner Order.
  3. On the Service Orders tab, find the order you want to clone.
    If you can’t find the order, verify that you selected the correct list view.
  4. In the Custom Actions column, click Clone.
  5. Confirm that you want to clone the order, and click Continue.
  6. Edit the order as needed, and then click Save Draft.