Install the Checkout Management App (CMA) in the Salesforce org where you manage licenses, usually your Partner Business Org. The License Management App (LMA) is required to use the CMA, so make sure that you install the LMA in this org first.
If you received a Partner Business Org when you joined the Partner Community, the CMA is preinstalled there. To check if the CMA is installed in your org, go to the App Launcher and look for the CMA in the list of available apps.
Note
| User Permissions Needed | |
|---|---|
| To install packages: | Download AgentExchange Packages |
If you haven’t already, log in to AgentExchange using the credentials of the org where you want to install the CMA.
Go to AgentExchange listing for the CMA: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A000000rMclUAE.
Click Get It Now.
Click Install in production.
Agree to the Terms & Conditions, and then click Confirm and Install.
Log in to the org where you want to install the CMA.
Review the package installation details, and then click Continue.
Approve access by third-party websites, and then click Continue.
Review the API access requirements for the package, and then click Next.
Grant access to package contents, and then click Next.
Salesforce recommends granting access to admins only and assigning access to other users as needed after the app is installed.
Note
Click Install.
After the installation completes, go to the App Launcher and confirm that the CMA appears in the list of available apps.
See Also
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