ISVforce Guide

Welcome to the ISVforce Guide
ISVforce Quick Start
Grow Your AppExchange Business
Design and Build Your Solution
Package and Test Your Solution
Pass the AppExchange Security Review
Publish Your Solution on AppExchange
Manage Orders
Manage Licenses
Manage Features
Provide a Free Trial of Your Solution
Why Use Trialforce?
Trialforce
Set Up Trialforce
Provide a Free Trial on the AppExchange
Provide a Free Trial on Your Website
Modify the Trial for an Upgrade
Trialforce Best Practices
Creating Signups Using the API
Trialforce FAQ
Support Your AppExchange Customers
Update Your Solution
Appendices
Glossary
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Creating Signups Using the API


User Permissions Needed
To create or view signup requests: Signup Request API

You can use API calls to the SignupRequest object to create trial organizations for prospective customers. When creating trial organizations (or signups) using a web form, there’s no way to customize the signup process or track its status. Using the API, you can collect and analyze detailed information on all signups from your business organization. You get more control over the signup process, and enhanced visibility into your prospective customers. For example, you can:

  • Run reports and collect metrics, such as the number of signups per day or the number of signups in different countries.
  • Customize the SignupRequest object to add fields of special interest to your company.
  • Create triggers to initiate specific actions, such as sending an email notification, whenever a new signup request is made.
  • Enable signups from a wide range of client applications and devices, so you have more channels for customer acquisition.
To start creating signups using the API:
  1. Create a Trialforce Source Organization (TSO) from your Trialforce Management Organization.
  2. Install your app in the TSO, along with any sample data that is useful for the trial.
  3. Configure the TSO as you want your customers to experience it, including specifying any custom branding.
  4. Create a Trialforce template from the TSO.
  5. File a case to activate this feature.
    1. Log in to the Partner Community.
    2. Under the Support tab, click New Case.
    3. Select the AppExchange and Feature Requests | Trialforce category.
    4. In the description, provide the following details.
      • the organization ID of your TSO
      • the template ID of the Trialforce template you want to use
      • the organization you plan to use for creating signups (so the appropriate user permission can be enabled)

    Although you can create signups from any organization with the appropriate permissions, we recommend doing so from your business organization. You can then easily integrate signup data with your existing business processes. For example, you can create a workflow rule to convert each signup request into a lead. You can also run reports to track the number of signups in a given period.

    Note

You receive an email once the template is approved. It can then be used to create signups by making API calls to the SignupRequest object. For more information on working with objects, see the Object Reference for Salesforce and Lightning Platform.