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
Set Up the Channel Order App
Upgrade the Channel Order App
Manage Orders in the Channel Order App
Submit an Order
Edit an Order
Clone an Order
Recall an Order
Delete a Draft Order
Fix Errors on Returned Orders
Channel Order Apex API
Provide Free Trials of Your AppExchange Solution
OEM User License Guide
PDF

Submit an Order

Submit an order to Salesforce when a customer purchases new products or requests changes to a subscription. If you’re ordering products for a new customer, verify that you have the customer’s Salesforce org ID before you create the order.

User Permissions Needed
To submit orders: COA User

OR

COA Admin User
  1. Log in to the org where the COA is installed.
  2. Open the App Launcher, and click Partner Order.
  3. On the Service Orders tab, click New to open the order submission wizard.
  4. Specify customer (1) and contract types (2), and then select a contract from the menu.
    The first step in the COA order wizard with callouts on the customer type and contract type areas.
  5. Provide customer details (1), review order terms and conditions (2), and then click Next.
    The first step in the COA order wizard with callouts on the customer details and order terms and conditions areas.
  6. To add products to the order, click The plus icon on step 2 of the COA order wizard., and then click Next.
    The second step of the COA order wizard with a callout around the add product icon.
  7. Enter a license quantity (1) and the customer’s monthly unit price (2), and then click Next.
    The third step of the COA order wizard with callouts on the license quantity and monthly unit price areas.
  8. Enter the service and order dates (1), and then review and accept the terms and conditions (2). For the Service Start Date field, enter the date that the customer’s subscription starts. The service start date of an initial order determines your customer’s monthly or annual contract renewal date. Salesforce invoices you on the service start date of your order, not the date you submit the order.
    The fourth step of the COA wizard with callouts on the service and order dates and terms and conditions checkbox
  9. Click Submit, or save the order as a draft and submit it later.
After you submit an order, it’s sent to Salesforce for processing and activation or provisioning. To check the status of an order, go the Service Orders tab.