ISVforce Guide

Introduction
ISVforce Quick Start
Grow Your AppExchange Business
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 the AppExchange Using Trialforce
Offer a Test Drive on AppExchange
Provide a Free Trial on the AppExchange When Your Offering Is Installed
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
PDF

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Offer a Test Drive on AppExchange

A test drive lets prospective customers try your product in a Developer Edition org that’s preconfigured with sample data. You can set up test drives in the AppExchange publishing console.

The test drive org has two types of users: an admin and a read-only evaluator. The admin user configures the org for the test drive. The evaluation role lets customers log in to the org and experience your product.

Salesforce recommends using the AppExchange publishing console to create test drive orgs. Otherwise, customers can experience issues logging in as an evaluator. If you create a test drive org using another method and customers have login issues, try setting profile-level IP login ranges from 0.0.0.0 to 255.255.255.255. For more information, see “Restrict Login IP Ranges in the Enhanced Profile User Interface” in the Salesforce Help.

Note

  1. Log in to the Partner Community.
  2. Click Publishing.
  3. Click Listings and then select the product for which you want to offer a test drive.
  4. On the Trials tab, select Offer a Test Drive.
  5. Click Create Test Drive.
  6. Give the test drive a customer-friendly name, and associate a package.
  7. Click Submit. Salesforce creates an org and emails you login credentials for the admin and evaluation users.
  8. Log in to the test drive org as the admin user and add sample data.
  9. Log out of the org and then log in again as the evaluation user to set a password.
  10. In the AppExchange publishing console, go to the Trials tab and click Connect Organization.
  11. Enter the login credentials for the evaluation user and then click Submit.
  12. Click Save.