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
Managing Licenses for Managed Packages
Partner Licensing Platform (Developer Preview)
Manage Features in First-Generation Managed Packages
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
PDF

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Setting Up Custom Branding for Trialforce

App developers using Trialforce to create trials of their product can optionally set up a branded login site and system emails. By branding these areas with your company’s look and feel, users of your application are immersed in your brand from sign-up to log in. Use custom branding for non-CRM apps, not for apps that extend Salesforce CRM and require Salesforce standard objects, such as Leads, Opportunities, and Cases.
Available in: Salesforce Classic
Available in: Developer Edition

User Permissions Needed
To manage Trialforce: Customize Application
A branded login page enables you to specify your login domain and login site.
  • A login domain ends with .cloudforce.com, so if your company name is “mycompany,” your login domain is mycompany.cloudforce.com.
  • Your custom login site includes your text and company logo and mobile-friendly versions of your login site.

Branded emails allow you to specify fields in system-generated emails so that your company name, address, and other pertinent details are used in email correspondence. You can create multiple branded email sets for different campaigns or customer segments.

To configure branding, you must be logged in to a Trialforce Management Organization (TMO). To get your TMO, log a support case in the Salesforce Partner Community. For product, specify Partner Programs & Benefits. For topic, specify ISV Technology Request. Branding isn’t available for Trialforce Source Orgs created in the Environment Hub.

Note