Introduction: Channel Order Application (COA) Slides

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!

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

How to Access the COA

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

The COA exists within your Partner Business Org or active salesforce.com production Org

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

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

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

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.

Informational Data on end user contract details. Determined by your program type (OEM, ISVForce or VAR).

IMPORTANT! Partner API Key Information Needs to be obtained from SFDC by logging a case via the Partner Community. Needed to configure your COA.

For SFDC use only Please do not use these buttons

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

Submit New Order Screen

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

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

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

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.

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

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