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

  1. Log in to the org where the COA is installed.

  2. From Setup, enter Tabs in the Quick Find box, then click Tabs.

  3. In the Custom Object Tabs related list, click New.

  4. Specify values for the following fields. Leave the other fields as is.

    FieldValue
    ObjectCustomer
    Tab StyleSelect your preferred tab style

  5. Click Next.

  6. Select the user profiles for which the tab is available, and click Next.

  7. Add the tab to the Partner Order custom app.

  8. Click Save.