ISVforce Guide
j
No Results
Search Tips:
- Please consider misspellings
- Try different search keywords
Connect the Channel Order App to Salesforce
After you receive your service order credentials, connect the Channel Order App (COA) to
Salesforce and import your product catalog. Complete this task using the COA’s guided
onboarding experience.
| User Permissions Needed | |
|---|---|
| To manage custom apps: | Customize Application |
| To import product data: | COA Admin User |
Your product catalog includes the products that you can sell and the contract terms
that apply to your orders. After the connection is configured, Salesforce pushes catalog
updates to your org.
-
Launch the COA guided onboarding experience. If the guided onboarding
experience is already open, skip these steps.
- Log in to the org where the COA is installed.
- Open the App Launcher.
- In the search field, enter COA Guided Onboarding, and then select COA Guided Onboarding.
- Go to this onboarding task: Connect to Salesforce.
- Provide the username, API key, and activation code that you received from Salesforce.
-
Click Next.
The setup process is finished after the COA imports your product catalog.
- To begin using the COA, click Go to COA Home.