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
Manage Features
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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Customizing the HTML Registration Form

The sample registration HTML form you received by logging a case on the Partner Community is just a template, and you’ll need to modify it. There are some mandatory changes that must be made to ensure that the proper trial is provisioned. You can , optionally, modify the file to reflect the look and feel of your website and brand.

You’ll need to assign the formName and Lead.Partner_Account values in the HTML form to those provided by the partner support team. These values will be given to you in the email that contains the sample HTML registration form.

  1. Open your registration form HTML file in a text or HTML editing tool.
  2. Change the following lines of HTML in the registration form to reflect this information by updating the value attribute. Search for the TODO comment, which will help you find the lines to change.
    1<!-- TODO: Add Signup Config Item Name of Config record as formName -->
2<!-- TODO: Add Partner Account Record Id for Partner Lookup on Lead
3		(Provided by Salesforce.com-->
4<input type="hidden" name="formName" value=""/>
5<input type="hidden" name="Lead.Partner_Account__c" value=""/>
  3. Search for and modify other sections in the form labeled "TODO." This will allow you to do things like specify company logos, override success or failure pages, and so on.
    1. Open your registration form .HTML file in a text or html editing tool.
    2. Search for the term "TODO".
    3. Follow the instructions in the comments to change the appropriate portion of the form. Examples of items that can be changed in this way:
      • provide a custom logo
      • modify the display name of the application (do not use spaces)
      • specify your company name as the referring entity for any leads generated by the form
      • specify custom URLs for success and failure redirects
      • update the language/locale of the form
  4. Modify the HTML and CSS to match the look and layout of your website

Don’t make changes to the JavaScript except in specifically identified sections to ensure that the form will provision a new trial properly.

Note

Once the changes have been made, you can test filling out and submitting the form to verify that new trial organizations are provisioned correctly.

If you haven’t already done so, log another case on the Partner Community to associate your trial template snapshot ID with your FormName. Otherwise, the trials provisioned by filling out the form will be generic Force.com two day trials.