Display Service Orders in the Channel Order App
If you’re upgrading to Channel Order App (COA) v2 and later, remove the existing Orders tab and replace it with the new Service Orders tab.
| Required Editions |
|---|
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To manage custom apps: | Customize Application |
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Log in to the org where the COA is installed.
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From Setup, enter
App Managerin the Quick Find box, then click App Manager. -
For Partner Order, click (
) and select Edit. -
From the Selected Tabs list, remove Orders.
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Add Service Orders to the Selected Tabs list.
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Click Save.