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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Create a Trialforce Template

Available in: Salesforce Classic
Available in: Developer Edition

User Permissions Needed
To manage Trialforce: Customize Application

A Trialforce template is a snapshot or exact copy of your Trialforce Source Organization (TSO) at a given instance in time. Before you create the template, make sure that you’ve installed your package into the TSO. Then, configure it exactly as you want your customers to experience it, with the appropriate sample data, profiles, users, and records.

You can create a Trialforce template only if your TSO is less than 256 MB.

Note

  1. Log in to your TSO.
  2. From Setup, enter Trialforce in the Quick Find box, then select Trialforce.
  3. Click New Trialforce Template.
  4. Describe the template and whether to include data. The default option is fine for most cases.
  5. Click Save.

You receive an email with the organization ID of the new template after it’s generated. You must submit the template for review before you can use it to sign up trial organizations. Remember to generate a new template each time you make updates to your TSO so that your trials always reflect the most recent state.

Each Trialforce template has a status with one of the following values.
In Progress
When a Trialforce template is first created, it always has this status. It then moves to either Success or Error status.
Success
The Trialforce template can be used to create trial organizations.
Error
The Trialforce template cannot be used because something has gone wrong and debugging is required.
Deleted
The Trialforce template is no longer available for use. Deleted templates are removed during system updates.