How Do You Use the COA? Congratulations! You’re now officially set up to place In order to keep track of various customer orders, orders within the COA. Now let’s move on to the good don’t forget that you can utilize the “SFDC Invoice stuff — how to actually use the COA in your day to day. Description” field to input key identifying information We’ve got all of the details in the pages ahead so that pertaining to the customer order such as a PO#. you can become a COA champion. It is important to know that partners are required to The date the partner submits their order to Salesforce is known submit an order to Salesforce via the COA for every as the Service Order submission date. The Service Start Date application subscription sold to an end customer. of the order should align with the start of the subscription Orders must be submitted within one business day of terms agreed upon between the partner and the partner’s end the partner’s receipt of the corresponding customer customer. Invoicing to the partner will begin on the Service Start Date and not the order submission date. The Service Start order. Date of the initial order will determine the monthly or annual contract renewal date for your end customer. Each individual order must contain specific information about the end customer including their: 1. Org ID 2. Customer name 3. Complete billing address 4. Order type 5. Products and quantity sold In the example above, the initial order establishes the 17th 6. Pricing of each month as the contract renewal date. If this order was 7. Start date connected with an annual contract, then the terms would 8. Acceptance of customer agreement terms renew one year from the Service Start Date listed. and conditions 1. 2. 3. 4. 5. 6. 7. 13