Checkout Management App

The Checkout Management App (CMA) brings the power of Salesforce to AgentExchange Checkout. A beautiful dashboard visually displays AgentExchange Checkout data, so it’s easy to see how your offerings are performing. Automated email notifications keep customers and team members in the loop whenever activity occurs on your offerings.

Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions

The CMA is available in English and Japanese to eligible Salesforce partners. For more information on the Partner Program, including eligibility requirements, visit https://partners.salesforce.com.

Note

Start with the dashboard to get a big picture view of your AgentExchange Checkout data.

A view of the dashboard in the Checkout Management App

The dashboard is preconfigured to show:

Revenue by month, so financial performance is always front and center
New subscribers by month, so it’s easy to see where growth is occurring
Subscription plan by unit, so you know which configurations are popular with customers
Subscription status by month, so you can stay on top of trials, purchases, and renewals

You can customize the dashboard using standard Salesforce tools. For a detailed look at your data, view individual customer, subscription plan, subscription, invoice, invoice item, and transaction records.

To save time communicating with stakeholders, the CMA can send email notifications for situations that you often encounter as a partner, like renewal notices. Enable email notifications as needed (1) and then customize them to reflect your company’s identity (2). Not in the mood to customize anything? No worries—the templates provide friendly and informative default content.

A view of the notification page in the Checkout Management App