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Configuring a Test Drive on AppExchange

A test drive is a preconfigured Developer Edition (DE) organization that enables prospects to try out your application with sample data that you set up. This organization is preloaded with your package and includes any sample data you choose. A test drive, is as safe and secure as any other Salesforce environment. Test drives count toward your popularity ranking.

The test drive has two users: an administrator and a read-only evaluation user. You use the administrator user to create sample data and prepare the organization. When prospects click the Test Drive button on your listing, they are logged in to your test drive as the read-only evaluation user.

To configure a test drive:
  1. Log in to the AppExchange using the credentials for your AppExchange Publishing Organization (APO).
  2. Click your name in the upper right corner and select Publishing Console.
  3. Click the Your Uploaded Packages tab and find your package version
  4. Click Edit Listing next to the package version.
  5. Click the Offering Tab
  6. Click Create Test Drive.
  7. From the pop-up, enter a title. This should be a name without any spaces, as it will be used to create the username.
  8. Select the package. It will be installed in a new Developer Edition organization.
  9. Click Submit.

You’ll receive an email with login credentials for a new DE organization. Once you receive this email:

  1. Log in as the administrator to the new organization and create sample data or other setup tasks.
  2. Log in as the evaluation user to define your password.
  3. Log back in to the AppExchange.
  4. From the Offering Tab, under Test Drive, click Change Organization to specify the new DE organization.
  5. Enter the evaluation user's login and password that was sent to you with the administrator credentials. The evaluation user has read-only permissions.
  6. Click OK.
  7. Click Save.