ISVforce Guide

ISVforce Guide: Build and Distribute AgentExchange Solutions
Get Ready to Distribute on AgentExchange
Use Managed Packages to Develop Your AgentExchange Solution
Manage Orgs with Environment Hub
Architectural Considerations for Group and Professional Editions
Security Requirements for ISV Partners and AgentExchange Solutions
Pass the AgentExchange Security Review
Manage Your AgentExchange Listings
AgentExchange Go-To-Market App Guide
Sell on AgentExchange with Checkout
Report Orders to Salesforce with the Channel Order App
Channel Order App
Set Up the Channel Order App
Install the Channel Order App
Launch Channel Order App Guided Onboarding
Assign Channel Order App Permission Sets and Accept the Email Service
Request Service Order Credentials for the Channel Order App
Connect the Channel Order App to Salesforce
Display Customers in the Channel Order App
Assign Page Layouts in the Channel Order App
Upgrade the Channel Order App
Manage Orders in the Channel Order App
Channel Order Apex API
Provide Free Trials of Your AgentExchange Solution
OEM User License Guide
PDF

Request Service Order Credentials for the Channel Order App

Before you connect the Channel Order App (COA) to Salesforce, request service order credentials on Salesforce Help. Your credentials consist of a unique username, API key, and activation code. You provide these credentials in the COA to establish a connection to Salesforce.

User Permissions Needed
To manage custom apps: Customize Application

Service order credentials expire after 24 hours. To avoid issues connecting to Salesforce, finish the COA setup process soon after you receive your credentials.

Important

  1. Launch the COA guided onboarding experience. If the guided onboarding experience is already open, skip these steps.
    1. Log in to the org where the COA is installed.
    2. Open the App Launcher.
    3. In the search field, enter COA Guided Onboarding, and then select COA Guided Onboarding.
  2. Go to this onboarding task: Request Service Order Credentials.
  3. Click Request Service Order Credentials.
    You’re directed to Salesforce Help to log a case.
  4. Fill the required fields on the case submission form.
    Field Details
    Subject Enter: Requesting COA Service Order Credentials
    Description Answer these questions:
    • Do you have an active reseller agreement?
    • What is the name of your solution?
    • Did your solution pass security review?
    • Did you complete the Channel Order App module on Trailhead?
    • What is the ID of your Partner Business Org?
  5. For product and topic, select ISV Billing & Order Support (Channel Order App Setup & Product Catalog Support).
  6. For org ID, provide the ID of your Partner Business Org.
  7. Select an instance type and severity level.
  8. Click Create Case.

After your case is reviewed, we send an email with your service order credentials. This process can take a few days. After you receive the email, go back to the COA and use these credentials to connect to Salesforce.