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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
Install the Channel Order App
Launch Channel Order App Guided Onboarding
Assign Channel Order App Permission Sets and Accept the Email Service
Request Service Order Credentials for the Channel Order App
Connect the Channel Order App to Salesforce
Display Customers in the Channel Order App
Assign Page Layouts in the Channel Order App
Upgrade the Channel Order App
Manage Orders in the Channel Order App
Channel Order Apex API
Provide Free Trials of Your AppExchange Solution
OEM User License Guide
PDF

Assign Channel Order App Permission Sets and Accept the Email Service

Assign a permission set to give team members access to the Channel Order App (COA). Accept an email service to get your org ready to sync your product catalog. Complete these tasks using the COA’s guided onboarding experience.

User Permissions Needed
To configure Apex email services and email service addresses: Modify All Data
To assign a permission set: Assign Permission Sets

Assign the COA User permission set to users who submit and manage customer orders. Assign the COA Admin User permission to users who need full access to the app’s objects and features, including the ability to set up a connection to Salesforce.

Tip

  1. Launch the COA guided onboarding experience. If the guided onboarding experience is already open, skip these steps.
    1. Log in to the org where the COA is installed.
    2. Open the App Launcher.
    3. In the search field, enter COA Guided Onboarding, and then select COA Guided Onboarding.
  2. Go to this onboarding task: Assign Permission Sets & Accept Email Service.
  3. Assign COA permission sets to team members based on their job roles.
  4. To accept the COA email service, select the checkbox.
  5. Assign the context user. You must select someone who has the COA Admin User permission set and the System Admin profile.
  6. To finalize your assignments, click Confirm.