ISVforce Guide

Introduction
ISVforce Quick Start
Designing and Building Your App
Packaging and Testing Your App
Passing the Security Review
Publish Your Offering on the AppExchange
Managing Orders
Managing Licenses
Provide a Free Trial
Why Use Trialforce?
Trialforce
Set Up Trialforce
Provide a Free Trial on the AppExchange
Provide a Free Trial on the AppExchange Using Trialforce
Provide a Test Drive on the AppExchange
Provide a Free Trial on the AppExchange When Your Offering Is Installed
Provide a Free Trial on Your Website
Modify the Trial for an Upgrade
Trialforce Best Practices
Creating Signups using the API
Trialforce FAQ
Supporting Your Customers
Upgrading Your App
Appendices
Glossary
PDF

Newer Version Available

This content describes an older version of this product. View Latest

Provide a Test Drive on the AppExchange

A test drive is a preconfigured Developer Edition (DE) org that lets prospects try your offering with sample data that you provide. The test drive has two users: an administrator and a read-only evaluation user. The administrator role is used to configure the organization for the test drive. The evaluation role is used when prospects log in to the organization to experience your app or component.

  1. Enable test drives on your AppExchange listing.
    1. Log in to the Partner Community.
    2. On the Publishing page, click the Listings tab.
    3. Find the listing where you want to offer a test drive, and click it to open the AppExchange publishing console.
    4. Click the Trials tab, and select Offer a Test Drive.
  2. Create the test drive organization.
    1. Click Create Test Drive.
    2. Give the test drive a customer-friendly name, and associate the package containing your app or component.
    3. Click Submit. Salesforce creates a DE org and emails you login credentials for administrator and evaluation users.
  3. Configure the test drive organization.
    1. Log in as the administrator to add sample data and perform other setup tasks.
    2. Log in as the evaluation user to define a password.
  4. Connect the test drive organization to your AppExchange listing.
    1. Return to the Trials tab in the publishing console.
    2. Click Connect Organization.
    3. Enter the login credentials for the evaluation user.
    4. Click Submit.
  5. Click Save.

Now, when prospects take a test drive from your listing, they are logged in as read-only evaluation users.