Upgrade the Channel Order App

Follow these steps to upgrade an earlier version of the Channel Order App (COA) to v2 and later.

Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions

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
Upgrade the Channel Order App
Channel Order App Upgrade Considerations
Upgrade the Channel Order App
Assign Permission Sets to Channel Order App Users
Display Customers in the Channel Order App
Display Service Orders in the Channel Order App
Update Page Layouts in the Channel Order App
Refresh the Channel Order App’s Connection to Salesforce
Field Mapping in Channel Order App v2 and Later
Manage Orders in the Channel Order App
Channel Order Apex API
Provide Free Trials of Your AgentExchange Solution
OEM User License Guide
Previous Versions