If you’re upgrading to Channel Order App (COA) v2 and later, assign updated page layouts to the customer, service order, partner contract terms, and partner product catalog objects.
| Required Editions |
|---|
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create and edit custom objects: | Customize Application |
Log in to the org where the COA is installed.
From Setup, enter Object Manager in the Quick Find box, then click Object Manager.
Assign the updated page layout to the customer object.
Click Customer.
Click Page Layouts.
Click Page Layout Assignment.
Click Edit Assignment.
Select at least one profile.
From the list of available layouts, choose COA Customer Layout.
Click Save.
Repeat these steps for service order, partner contract terms, and partner product catalog. These objects use the following page layout names.
| Object | Page Layout Name |
|---|---|
| Service Order | Service Order Layout |
| Partner Contract Terms | Partner Contract Terms Layout |
| Partner Product Catalog | Partner Product Catalog Layout |
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