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
Manage 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 Org
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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Create a Trialforce Source Organization

Available in: Salesforce Classic
Available in: Developer Edition

User Permissions Needed
To manage Trialforce: “Customize Application”

A Trialforce Source Organization (TSO) acts as the basis for a new trial organization. After you create a TSO, you install your package there. You then add data to give your prospects something to explore when they first log in to the trial organization.

You have two options for creating a TSO: You can use a Trialforce Management Organization (TMO) or the Environment Hub. If you plan to brand your emails or login page, use a TMO. Otherwise, use the Environment Hub.

  1. Log in to your TMO.
  2. From Setup, enter Source Organizations in the Quick Find box, then select Source Organizations.
  3. Click New.
  4. Enter a new username and email address for the administrator account.
  5. Enter a name for the TSO. Optionally, specify the custom branding by choosing a branded email set or login site.
  6. Click Create.
You receive an email with the login details for your TSO. You can then log in to the TSO and install your package, along with sample data and configurations. Optionally, you can also create:
  • Custom profiles
  • New users
  • Sample records
The goal is to configure the TSO exactly as you want your customers to experience it. You can then create a Trialforce template, which is a snapshot or exact copy of your TSO at a specific point in time.

Here are some considerations when working with a TSO.

  • Always associate a managed package with the License Management Organization (LMO) before installing the offering in your TSO. If you don’t follow that order, trial organizations provisioned from the TSO don’t generate leads or licenses in the LMO.
  • Before creating a Trialforce template, ensure that the TSO admin has a license for the offering installed in the TSO.
  • You can create multiple TSOs from your TMO. This allows you to set up trials for different products, each with its own configuration and branding.
  • All new TSOs expire after one year. Log a case to request an extension if you plan to use the TSO for a longer period.

Note