ISVforce Guide

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
AgentExchange Go-To-Market App Guide
Sell on AppExchange with Checkout
Report Orders to Salesforce with the Channel Order App
Channel Order App
Channel Order App Objects
Order Types
Order Status
Channel Order App Permission Sets
Set Up 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

Order Types

When you create an order in the Channel Order App (COA), you choose an order type that tells Salesforce how to process the products on the order. Learn how to select the correct type based on your customer’s needs.

Your agreement with Salesforce determines the order types available to you.

Note

Order type reflects the stage of your relationship with the customer: beginning, middle, or end. Order type also determines when Salesforce activates or provisions the order for the customer.

Type Stage Use To Effective Date
Initial Beginning Submit a first order for a new customer. The service start date that you specify on the order.
Add On Middle Add products or increase the number of licenses on a customer contract. The service start date that you specify on the order.
Upgrade Middle Increase the quantity and price of licenses mid-contract, or upgrade a customer to a higher-priced product mid-contract. The service start date that you specify on the order.
Reduction Middle Remove products, or decrease the number of licenses on a customer contract. The customer’s contract renewal date.

Notify Salesforce of the reduction according to the terms of your partnership agreement, usually at least 30 days before a contract renews. You can’t submit a reduction order within 5 days of a contract renewal date.
Renewal Middle Renew a contract that isn’t set to auto-renew, or change the price of existing products on contract renewal. The customer’s contract renewal date.
Cancellation End End a contract with a customer and cancel all products. A cancellation order permanently removes your products from the customer’s org. The customer’s contract renewal date.

Notify Salesforce of the cancellation according to the terms of your partnership agreement, usually at least 30 days before a contract renews. You can’t submit a cancellation order within 5 days of a contract renewal date.
New Cloud Beginning Submit a new order for an existing customer for a second, net-new cloud offering. The service start date that you specify on the order.