Channel Order Application FAQ - Getting Started with the COA

What is the COA and how do I get started using it?

The COA (Channel Order Application) is used for generating, submitting, and monitoring all orders for your AppExchange applications. Partner is required to submit a complete and accurate Service Order to SFDC via SFDC’s COA for each Services subscription that Partner is required to purchase pursuant to the Partner Application Distribution Agreement. Partner must submit each such Service Order within one (1) business day of Partner’s receipt of the Customer order for the applicable Partner Application subscriptions. This process helps you stay current with your revenue-sharing agreement, and the COA serves as your means of achieving that goal. To install the COA, please refer to Set Up the Channel Order App on the ISVForce Guide.

Do you have a guided COA video set up process?

Once you have installed the Channel Order Application, please follow the all three below steps:

• Channel Order App - Assign Permission Sets to COA Users
• Channel Order App - Define a COA Email Service
• Channel Order App - Log a COA Service Order Credentials Case

If I am having trouble accessing my COA, what should I do?

Once you have installed the Application from the AppExchange Listing, you can find the COA in your Partner Business Org under “Partner Orders” from the App Launcher. Please make sure you have set up your COA by following all steps from the ISVForce Guide.

If you still encounter issues, please log a case in the Partner Community. For faster help, don't forget to grant login access for Support. Click here for more help on how to submit a case and select case specific routing and provide relevant details as follows:

• Product: ISV Billing & Order Support
• Topic: Channel Order App Setup & Product Catalog Support
• Case Description: Provide your Partner Business Org ID and describe the issue. 

What is a Partner Business Org (PBO)?

To manage sales and distribution, you need an org. Please log a case in the Salesforce Partner Community to have a Partner Business Org (PBO) provisioned for you if you have not already done so. Your PBO contains the apps that you use to manage sales and distribution, including the License Management App (LMA) and Channel Order App (COA).

I need to reset my Partner Business Org password, what should I do?

Please log a case in the Partner Community and select the following topics:

• Product: Sales
• Topic: Disability and Product Accessibility
• Case Description: Provide your Partner Business Org ID and request a password reset

How should I set up my homepage dashboard?

We recommend you utilize our prebuilt dashboard showcasing your upcoming contract renewals, recently submitted orders, and upcoming attrition orders. You can set this functionality up by following our simple drag-and-drop setup video. If you run into any unexpected issues due to your existing org configuration, please reference this troubleshooting support.

Can I customize fields in the COA?

The partner edit ability within COA is very limited. Technically, a partner could modify some of the fields in their product catalog, but that would block their ability to submit orders. What can be done is an update to the page layout. Please refer to Update Page Layouts in the Channel Order App.

• Channel Order Application FAQ: Create COA Orders
• Channel Order Application FAQ: COA Order Accuracy & Tracking
• Channel Order Application FAQ: COA Billing & Invoicing