Install the Channel Order App

The Channel Order App (COA) is preinstalled in your Partner Business Org (PBO). However, if you want to manage your partner business using a different Salesforce org, manually install the COA from AgentExchange.

User Permissions Needed 
To install packages:Download AgentExchange Packages

  1. Log in to AgentExchange using the credentials of the org where you want to install the COA.

  2. Go to the AgentExchange listing for the COA: https://appexchange.salesforce.com/listingDetail?listingId=a0N300000055ailEAA.

  3. Click Get It Now.

  4. Click Install in Production.

  5. Agree to the Terms & Conditions, and click Confirm and Install.

  6. Log in to the org where you want to install the COA.

  7. Review the package installation details, and click Continue.

  8. Approve access by third-party websites, and click Continue.

  9. Review the API access requirements for the package, and click Next.

  10. Grant access to package contents, and click Next.

    Salesforce recommends granting access only to admins and assigning access to other users as needed after the app is installed.

  11. Click Install.

  12. After the installation completes, go to the App Launcher and confirm that SFDC Channel Order appears in the list of available apps.