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
Link a Package with Your License Management Organization
Request a Trialforce Management Organization
Setting up Custom Branding for Trialforce
Create a Trialforce Source Organization
Create a Trialforce Template
Link a Trialforce Template to the AppExchange
Submit a Trialforce Template for Security Review
Provide a Free Trial on the AppExchange
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
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Request a Trialforce Management Organization

Available in: Developer Edition

User Permissions Needed
To manage Trialforce: “Customize Application”

Trials are managed in a Trialforce Management Organization (TMO). The TMO enables you to create a Trialforce Source Organization (TSO) and specify custom branding for your login page and emails. The TMO is a separate organization from your business organization or the Developer Edition organization in which you built your app or component. To receive a TMO, you must be a qualified ISV partner, and your offering must have passed the AppExchange security review.

  1. Log in to the Partner Community.
  2. On the Support tab of the Partner Community, click New Case.
  3. For category, choose AppExchange and Feature Requests | Trialforce .
  4. Complete the form to create a ticket requesting a TMO. In the body of the ticket, provide the requested information. Include details about your package and the organization ID of the Developer Edition org that you want to use as your TMO.

    To find your organization ID, go to Company Profile | Company Information in the Setup menu, and see the Organization Details section.

    Note

  5. Click Save.

A ticket is generated and sent to the partner operations team. The team reviews the case and configures your Developer Edition org to be the TMO or contacts you if they have questions.