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
Provide a Free Trial on the AppExchange
Provide a Free Trial on Your Website
Request a Sign-Up Form for Trialforce
Link a Trialforce Template to the Sign-Up Form
Customizing the HTML Registration Form
Provisioning New Trial Organizations
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 Trialforce Template to the Sign-Up Form

Link a Trialforce template to your HTML sign-up form so that customers who request a trial receive a Salesforce org with your offering installed, along with the data that you added to the template. If you skip this step, customers who fill out the form receive a generic trial organization that expires in two days.
  1. Log in to your Trialforce Source Organization.
  2. From Setup, enter Trialforce in the Quick Find box, then select Trialforce.
  3. Note the template ID of the Trialforce template that you want to use. The ID has a value similar to 0TTi0000000Sxd8.
  4. Note the name of your sign-up form.
  5. Log a case to associate your Trialforce template with the sign-up form.
    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 Web Form.
    5. Enter the required information in the Description field, along with the name of your sign-up form.
    6. Select Submit Case.

You’ll receive an email confirming that your request has been processed. Verify that the template has been properly associated to the registration form by filling out and submitting the form. You receive an email when the new trial has been provisioned.