Update Your Trial

If you update your offering or change custom branding, update your trials to reflect the changes.

To update a trial, you must first:

Create and publish a new version of your managed package or an extension package.
Have a Trialforce Source Organization (TSO) where you can upload the new package version. You can reuse the TSO that you used to create your original Trialforce template, or use a new one. If you use a new TSO, be sure to link it to AppExchange.

Then complete the following steps.

Install your updated managed package or extension package into your TSO.
Make any other desired changes in the TSO, such as loading sample data or changing custom branding.
Create a Trialforce template for your trial.
Submit the template for review.
Get the template approved for SignupRequest API use.
1. Log in to the Salesforce Partner Community.
2. Click Support.
3. Click New Case.
4. Hover over the AppExchange (ISV) App Setup & Management | Trialforce category.
5. Click Create a Case.
6. Provide a case subject, and select a severity level.
7. For Subtopic, select Signup API Feature Request.
8. For Description provide the TSO ID, the new Trialforce template ID, and the org to use for creating sign ups.
9. Click Submit Case.

ISVforce Guide