Display Customers in the Channel Order App
After you set up the Channel Order App (COA), create a custom tab to display customer
information.
User Permissions Needed | |
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To create and edit custom tabs: | Customize Application |
- Log in to the org where the COA is installed.
- From Setup, enter Tabs in the Quick Find box, then click Tabs.
- In the Custom Object Tabs related list, click New.
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Specify values for the following fields. Leave the other fields as is.
Field Value Object Customer Tab Style Select your preferred tab style - Click Next.
- Select the user profiles for which the tab is available, and click Next.
- Add the tab to the Partner Order custom app.
- Click Save.