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.
  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: Connect to Salesforce.
  3. Provide the username, API key, and activation code that you received from Salesforce.
  4. Click Next.
    The setup process is finished after the COA imports your product catalog.
  5. To begin using the COA, click Go to COA Home.