Display Customers in the Channel Order App
If you’re upgrading to Channel Order App (COA) v2 and later, create a custom tab to
display customer information in the app.
User Permissions Needed | |
---|---|
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.
-
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.