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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Request a Trialforce Management Org

A Trialforce Management Org (TMO) lets you create and manage Trialforce Source Orgs (TSO) and specify custom branding for your login page and emails. To receive a TMO, you must be a qualified ISV partner, and your offering must have passed the AppExchange security review.
Available in: Salesforce Classic
Available in: Developer Edition

User Permissions Needed
To manage Trialforce: “Customize Application”

The TMO is separate from your Partner Business Org and the Developer Edition org where you built your offering.

Note

  1. Log in to the Partner Community and go to the Support tab.
  2. Select New Case.
  3. Select Trialforce, and then select Create a Case.
  4. For Subtopic, select Trialforce Management Org.
  5. Enter the required information in the Description field, and then select Submit Case.