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 AppExchange Customers
Upgrading Your App
Appendices
Glossary
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Link a Package with Your License Management Organization

To receive lead and license records from customer installs, link a managed package to your License Management Organization (LMO), the organization where the License Management App (LMA) is installed. You also specify default license settings for your offering during this process. Default license values are used to set the Status, Expiration Date, and Seats fields on the license record in the LMA and in the installer’s organization.

When you link a package with an LMO, that package’s leads and licenses must be permanently managed out of the LMO. You can’t migrate licenses to another organization.

Note

  1. Log in to the Partner Community.
  2. On the Publishing page, click the Packages tab.
  3. Find the package that you want to link, and click Manage Licenses.
  4. Click Register.
  5. Enter the login credentials for your LMO, and click Submit.
  6. Select whether your default license is a free trial or active.
  7. Enter the license length in number of days. If your license is free or doesn’t expire, select License does not expire.
  8. Enter the number of seats associated with your default license, or select License is site-wide to offer the license to all users in the installer’s organization.
  9. Click Save.

To verify that you linked the package successfully, log in to the LMO and click the Package Versions tab. After you link a package to your LMO, all versions of that package are associated.