ISVforce Guide

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Requesting a Signup Form for Trialforce

Partners wishing to use Trialforce need to link their website to an HTML form that collects important information about the individual requesting a trial. Salesforce provides an easy way to request a sample HTML form whose branding you can customize to match your site, while retaining the information required to ensure that submissions of the form will successfully provision the right trial.

To request a signup form:
  1. Log in to the Partner Community.
  2. Under the Support tab, click New Case.
  3. Log a case in the AppExchange and Feature Requests | Trialforce category.

You’ll receive an email with the signup form, as well as instructions on how to modify it to ensure proper trial provisioning. Follow the instructions in the email provided to make the necessary changes to the default HTML form.

You can request the signup form before the Trialforce template is ready. Since the form won't be linked to any particular template, the resulting organization will be a simple trial organization that expires in two days. But it provides you a good way to test the form without requiring a copy of the Trialforce template.

Note