Modify the Trial for an Upgrade

You can update your trials to reflect changes to your offering or its custom branding. To do so, you must:

• Create and publish a new version of your managed package (or an extension package).
• Have a Trialforce Source Organization (TSO) where you can upload the new package version. You can reuse the TSO that you used to create your original Trialforce template, or you can create a new one. If you create a new TSO, be sure to link it to the AppExchange.

1. Install your updated managed package (or extension package) into your TSO.
2. Make any other desired changes in the TSO, such as loading sample data or updating custom branding.
3. Create a Trialforce template for your trial.
4. Submit the template for review.
5. For trials created using an HTML sign-up form or using the API, complete the following steps.

   Trial Method	Steps
   Via an HTML form on your company website	Log a case to associate the new Trialforce template with the sign-up form. Log in to the Partner Community. Under the Support tab, click New Case. Select the AppExchange and Feature Requests | Trialforce category. For the description, provide the TSO ID, the ID of the new Trialforce template, and the name of your sign-up form.
   Using the API	Log a case to get the template approved for SignupRequest API use. Log in to the Partner Community. Under the Support tab, click New Case. Select the AppExchange and Feature Requests | Trialforce category. For the description, provide the TSO ID, the ID of the new Trialforce template, and the organization to use for creating sign-ups.