Customizing the HTML Registration Form

The sample registration HTML form you received by logging a case on the Partner Community is just a template, so go ahead and modify it. Make the required mandatory changes 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.

Assign the formName and Lead.Partner_Account values in the HTML form to the ones that the partner support team provided. These values are provided 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 by updating the value attribute. Search for the TODO comment, which helps 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." You can 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 and change the appropriate portions of the form. Examples of items that can be changed:
      • 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. To match the look and layout of your website, modify the HTML and CSS.

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 is generic Lightning Platform two-day trials.