ISVforce Guide

Introduction
ISVforce Quick Start
Designing and Building Your App
Packaging and Testing Your App
Passing the Security Review
Publish Your Offering on the AppExchange
Manage Orders
Channel Order App
Get Started with the Channel Order App
Upgrade the Channel Order App
Manage Orders in the Channel Order App
Submit an Order
Edit an Order
Clone an Order
Recall an Order
Delete an Order
Refresh Product Data
Channel Order Apex API
Managing Licenses
Manage Features
Provide a Free Trial
Supporting Your AppExchange Customers
Upgrading Your App
Appendices
Glossary
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Submit an Order

Submit an order to Salesforce when a customer purchases new products or requests changes to an existing subscription. If you’re submitting an order for a new customer, make sure that you have the customer’s Salesforce org ID.

User Permissions Needed
To submit orders: COA User
  1. Log in to the org where the COA is installed.
  2. Open the App Launcher, and click Partner Order.
  3. On the Service Orders tab, click New to open the order submission wizard.
  4. Select an order type.
  5. Specify customer information (1), contract type (2), and the terms and conditions (3), and then click Next.
    Step 1 of the Channel Order App order wizard

    Your agreement with Salesforce determines the order types available to you. Some partners might not be able to submit every order type.

    Note

  6. Select products for the order, and click Next.
    Step 2 of the Channel Order App order wizard
  7. Adjust the license quantities and, optionally, pricing, and then click Next.
    Step 3 of the Channel Order App order wizard
  8. Enter the service and order dates (1), and then review and accept our terms and conditions (2).
    Step 4 of the Channel Order App order wizard
  9. Click Submit.
After you submit the order, it’s sent to Salesforce Partner Operations for processing and activation. To check the status of an order, go the Service Orders tab.