The document provides an overview of the Channel Order Application (COA) which partners use to submit orders to Salesforce. It describes how to access the COA in a partner business org, the different types of users that interact with it, and the key data and tabs within the COA. It also outlines the required information and process for submitting a new order through the COA, including order statuses and next steps after submission.

1. Introduction: Channel
Order Application (COA)
Slides

2. What This Deck Will Cover
• What is the Channel Order Application
• How to Access the Channel Order Application
• Inside the Channel Order Application
• Submitting Orders
• What Happens Post Order Submission
• Your next steps!

3. What Is the Channel Order Application
• The Channel Order Application (commonly referred to as the “COA”) is a tool used to submit an order to
Salesforce
• Partners are required to submit an order as a result of a sale of the partner’s application
• ISVForce, OEM and VAR partners will submit orders using the COA

4. How to Access the COA
The COA exists within your Partner Business Org or active salesforce.com production
Org
2. Select “Partner Order” from drop-down
menu at top right
1. Log in via standard
Salesforce login page
*If the COA is not pre-installed in your ISV Partner Business Org, follow installation steps in the COA Guide

5. Who Are Common Users of the COA
Anyone who is involved in submitting orders will interact with the COA to place or track
orders to salesforce.com
Common Job Functions of COA Users:
• Order Management
• Sales Operations
• Billing
• Data Entry
• Accounts Payable

6. Data Behind the Channel Order Application
• The COA provides information on the following data:
– Your product SKUs
– Your specific contract terms
– Your customer orders and your current customers
• COA makes use of 3 Custom Tabs to display this information
– Orders
– Partner Product Catalog
– Partner Contract Terms

7. Partner Product Catalog
• Partner Product Catalog– Contains a list of products SKUs you can order and your associated pricing. All your
products will exist under this tab.
– Each of your applications under your agreement will have their own Product Catalog record
– You will see your application name with supporting salesforce product, a link back to the contract term associated with your application and
your associated pricing model

8. Partner Contract Term
• This tab contains information (based on your Reseller Agreement) that the COA will read to determine the rules
under which you place orders.
• This is for reference purposes, and is not used in order submission process.
IMPORTANT! Partner API Key Information
Needs to be obtained from SFDC by logging a
case via the Partner Community.
Needed to configure your COA.
Informational Data on end user
contract details. Determined by
your program type (OEM,
ISVForce or VAR).
For SFDC use only
Please do not use these buttons

9. Orders
• You can track all items related to your Orders via this tab
• To submit a new order: click the “Submit New Order” button
– Then you will be taken to the Order Submission Screen
– See next slide for details on what Order Submission Screen contains

10. Submit New Order Screen
• Once you click the “Submit New Order” button, a new screen will appear to have you enter
order details

11. Required Information to Submit New Order
• Enter the customer’s information:
– Customer Name
– Org ID (find in LMA [Link to LMA Demo)
– Shipping Address
– Service Start Date (Date Salesforce will begin billing you and the date your
application is available to your end customer)
• Select a Contract
– ISVForce
• Provisions technology to sit on top of end customers current salesforce.com licenses
– OEM
• Provisions a license to support your application
• Enter Order Details
– Order Type
• Add-On, Initial, Reduction, Cancellation
– Salesforce Invoice Description
• i.e. Purchase Order, Billing Reference
– Related Opportunity
– Select Products
• Determined based on Contract Selected (OEM, VAR or ISVForce)
• Input quantity required for your end customer
– Customer Price (if a PNR product) – BE SURE TO ENTER MONTHLY VALUE
Org ID required to
submit an order
License Tab in the LMA
License Name
Org ID is on the
License Detail
Record under
Prospect
Information

12. Required Information to Submit New Order (continued)
• Enter Service and Order Dates
– Service Start Date
• This is the date that:
– 1) salesforce.com starts billing, and 2) your licenses are
provisioned
– This date must be either today or a day in the
future; it cannot be a date in the past
– Date Partner Received Customer Order
• This is the date that you received your order from the
customer.
• It must be today or a day in the past
• Hit “Save & Next”
• Order Confirmation screen will appear
– Review Order
– Click Confirm & Submit

13. What happens post submission?
• A Service Order (SO) record will be created for Salesforce.com to process your order. This
record will have several attributes that are displayed on the Orders tab.
– Order Number: Unique number that is associated to each order you submit to the COA and can be used as a reference
point
– Order Status: A field that will reflect where your Order is in the process
– Action: Click on “View” then you will be taken back to the Order Submission Screen and can see what information you
submitted via the COA. If your order has an error, please reference the Channel Order Application Troubleshooting Guide.

14. Order Status Definitions
Received Order is received by SFDC, submission was
successful and is now in the SFDC queue to process
In Process SFDC internal Order management team is working on
the Order and verifying Order information
Error Issue with the order and message will be posted in
the External Error Comment field on the Order record
Activated A booked Order that has yet to go live into a
customers Org
Provisioned Order has been enabled in your customers Org
Common Order Status Sequence
Received → In Process → Provisioned
Received → Error → In Process → Provisioned
Received → In Process → Error →
Error Comment:
Partner Action
Required]
→
Once Partner
Action Taken
Provisioned
Received → In Process → Activated → Provisioned

15. Next Steps
1. Follow the “Onboarding Checklist”
2. Review all resources in the Partner Community – Distribute page
– Channel Order Application Demos
• Installation and “How to Use the COA”
– Channel Order Application Guide
– Channel Order Application Troubleshooting Guide
– ISVforce Guide