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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Provisioning New Trial Organizations

Once you’ve configured Trialforce, you can provision new trial organizations in one of two ways.
  • Push—You provision a trial on behalf of a customer by filling out the registration form with your prospect’s information.
  • Pull—Prospects request a trial on their own by filling out a registration form on your public website.
  1. Upload the HTML registration form to your public web servers.
  2. Edit and publish the appropriate HTML pages on your company website where you want to include a link to the Trialforce registration form.
  3. Navigate to the registration page from your company website.
  4. Fill in the required fields and submit the form.

Anyone with access to the registration form can manually create a trial on behalf of a prospect without the need to expose the registration form on the company website. Simply launch the registration form HTML file in a browser and fill in the fields on behalf of the customer, then submit the form. Your prospect will receive an email, optionally branded with your company information, indicating the new trial is available.