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Creating a Trialforce Template

Available in: Developer Edition

User Permissions Needed
To manage Trialforce: “Customize Application”

A Trialforce template is a snapshot or exact copy of your Trialforce Source Organization (TSO) at a given instance in time. You can create many templates from the same TSO. Make sure you’ve installed your package into the TSO and configured it exactly as you want your customers to experience it, with the appropriate sample data, profiles, users, and records.

You can only create a Trialforce template if your Trialforce Source Organization is less than 256 MB in size.

Note

To create a Trialforce template:
  1. Log into your TSO.
  2. From Setup, click App Setup | Trialforce.
  3. Click New Trialforce Template.
  4. Specify a description of the template and whether to include data in the dialog that appears. The default option should be fine for most cases.
  5. Click Save.

You’ll receive an email with the organization ID of the new template, once it’s generated. You’ll need to submit the tempate for review, before you can use it to sign up trial organizations. Remember to generate a new template every time you make updates to your TSO, so your trials always reflect the most recent state.

Each Trialforce template has a status with one of the following values.
In Progress
When a Trialforce template is first created, it always has this status. It then automatically moves to either Success or Error status.
Success
The Trialforce template can be used to create new trial organizations.
Error
The Trialforce template cannot be used as something has gone wrong and additional debugging is required.
Deleted
The Trialforce template is no longer available for use. Deleted templates are automatically removed during system updates.