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 Your Website
Requesting a Signup Form for Trialforce
Link a Trialforce Template to the Sign-Up Form
Customizing the HTML Registration Form
Provisioning New Trial Organizations
Modify the Trial for an Upgrade
Trialforce Best Practices
Creating Signups using the API
Trialforce FAQ
Supporting Your Customers
Upgrading Your App
Appendices
Glossary
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Provide a Free Trial on Your Website

You can use an HTML form to drive traffic to your business and show prospective customers the products and services that you offer.

Before providing a free trial on your website, be sure you’ve followed the steps outlined in Setting Up Trialforce.

  1. Set up Trialforce.
  2. Request an HTML registration form.
  3. Link your Trialforce template to the HTML form.
  4. Customize the HTML form.
  5. Provision new trial organizations.

After you’ve completed these tasks, you’re ready to go live. Now, each time prospective customers enter their information and submit your form, Salesforce provisions a trial based on your Trialforce template. 

As an alternative to using a web form, you can create Trialforce sign-ups using the API. The API gives you more control over the sign-up process and enhanced visibility into your prospective customers.

Note