Submit an Order

Submit an order to Salesforce when a customer purchases new products or requests changes to a subscription. If you’re ordering products for a new customer, verify that you have the customer’s Salesforce org ID before you create the order.

Before You Begin

User Permissions Needed
To submit orders:	COA User OR COA Admin User

Steps

Log in to the org where the COA is installed.
Open the App Launcher, and click Partner Order.
On the Service Orders tab, click New to open the order submission wizard.
Specify customer (1) and contract types (2), and then select a contract from the menu.
Provide customer details (1), review order terms and conditions (2), and then click Next.
To add products to the order, click , and then click Next.
Enter a license quantity (1) and the customer’s monthly unit price (2), and then click Next.
Enter the service and order dates (1), and then review and accept the terms and conditions (2). For the Service Start Date field, enter the date that the customer’s subscription starts. The service start date of an initial order determines your customer’s monthly or annual contract renewal date. Salesforce invoices you on the service start date of your order, not the date you submit the order.
Click Submit, or save the order as a draft and submit it later.

Next Steps

After you submit an order, it’s sent to Salesforce for processing and activation or provisioning. To check the status of an order, go the Service Orders tab.