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
Sell on AppExchange with Checkout
Monitor Performance with Analytics for AppExchange Partners
Manage Orders
Manage Licenses
Manage Features
Provide a Free Trial of Your Solution
Why Use Trialforce?
Trialforce
Set Up Trialforce
Link a Package with Your License Management Organization
Request a Trialforce Management Org
Setting Up Custom Branding for Trialforce
Creating Branded Emails
Creating a Branded Login Page
Create a Trialforce Source Organization
Create a Trialforce Template
Link a Trialforce Template to the AppExchange
Submit a Trialforce Template for Security Review
Provide a Free Trial on the AppExchange
Provide Free Trials on Your Website
Update Your Trial
Trialforce Best Practices
Trialforce FAQ
Support Your AppExchange Customers
Update Your Solution
Appendices
Glossary
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Creating Branded Emails

Available in: Salesforce Classic
Available in: Developer Edition

User Permissions Needed
To manage Trialforce: Customize Application

You can customize the branding of the emails sent to subscribers of new trial organizations.

To create a branded email set:

  1. Log in to your Trialforce Management Organization.
  2. From Setup, enter Branding in the Quick Find box, select Branding, then click Email Sets.
  3. Click New Email Set or Edit next to an existing email set.
  4. Enter a name for the email set and your company information.
  5. In the Preview Emails area, click through the different types of generated emails and make sure they read correctly.

    The login URL displayed in the preview will always be http://login.salesforce.com even if you use a branded login page. These two processes are distinct.

    Note

  6. Click Save.
  7. If you're ready to make these emails available to your Trialforce Source Organization (TSO), click Publish. Otherwise your changes are saved and you can publish later.
To assign a branded email set to your TSO:
  1. From Setup, enter Source Organizations in the Quick Find box, then select Source Organizations.
  2. Click Edit next to your TSO.
  3. Select the email set.
  4. Click Save.
  5. Click Login if you want to see your branded login page in action.