Trialforce Best Practices

Here are some guidelines for using Trialforce.

• Create several Trialforce Source Organizations (TSOs) for customized trial experiences, for example, one for each managed package, industry vertical solution, country.
• Load sample data into the TSO.
• Apply custom branding to your trial signup form, log-in page, and emails.
• Update your Trialforce template each time you release a new version of your app.
• Once you’ve set up Trialforce, go through the signup flow to confirm that everything is working as you expect it to. This testing can help you identify areas to where you can improve the signup process.

Although Trialforce was primarily designed for enabling free trials, it’s also useful in other contexts. For example, you can use it to:

• Create trial organizations for sales demos.
• Create test organizations with sample data for internal QA.