ISVforce Guide
jSummer '26 (API version 67.0)
Spring '26 (API version 66.0)
Winter '26 (API version 65.0)
Summer '25 (API version 64.0)
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Spring '24 (API version 60.0)
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Summer '23 (API version 58.0)
Spring '23 (API version 57.0)
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Summer '22 (API version 55.0)
Spring '22 (API version 54.0)
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Spring '21 (API version 51.0)
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Summer '19 (API version 46.0)
Spring '19 (API version 45.0)
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Summer '18 (API version 43.0)
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Use Managed Packages to Develop Your AppExchange Solution
Channel Order App Upgrade Considerations
Assign Permission Sets to Channel Order App Users
Display Customers in the Channel Order App
Display Service Orders in the Channel Order App
Update Page Layouts in the Channel Order App
Refresh the Channel Order App’s Connection to Salesforce
Field Mapping in Channel Order App v2 and Later
OEM User License Guide
Upgrade the Channel Order App
Follow these steps to upgrade an earlier version of the Channel Order App (COA) to v2
and later.
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions |
-
Assign Permission Sets to Channel Order App Users
If you’re upgrading to Channel Order App (COA) v2 and later, assign permission sets to give team members access to the app. Assign the COA User permission set to users who submit and manage customer orders. Assign the COA Admin User permission to users who need full access to the app’s objects and features, including the ability to set up a connection to Salesforce. -
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. -
Display Service Orders in the Channel Order App
If you’re upgrading to Channel Order App (COA) v2 and later, remove the existing Orders tab and replace it with the new Service Orders tab. -
Update Page Layouts in the Channel Order App
If you’re upgrading to Channel Order App (COA) v2 and later, assign updated page layouts to the customer, service order, partner contract terms, and partner product catalog objects. -
Refresh the Channel Order App’s Connection to Salesforce
If you’re upgrading the Channel Order App (COA) to v2 or later, refresh your production connection to Salesforce. After your connection refreshes, you can submit orders to Salesforce.