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
Provide a Free Trial on the AppExchange
Provide a Free Trial on the AppExchange Using Trialforce
Offer a Test Drive on AppExchange
Provide a Free Trial on the AppExchange When Your Offering Is Installed
Provide Free Trials on Your Website
Update Your Trial
Trialforce Best Practices
Trialforce FAQ
Update Your Solution
Appendices
Glossary
PDF

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Provide a Free Trial on the AppExchange Using Trialforce

Providing a free trial lets potential customers experience your offering before purchasing or subscribing.

You must be an eligible partner to provide free trials. For more information on the Partner Program, including eligibility requirements, visit www.salesforce.com/partners.

Note

  1. Create a Trialforce template with your offering installed and configured as you want your prospects to experience it. For details, see Setting up Trialforce.
  2. Submit the Trialforce template for security review. This review is free and takes less time than the initial review of your app or component.
  3. Link the Trialforce template to your AppExchange listing.
    1. Log in to the Partner Community.
    2. On the Publishing page, click the Listings tab.
    3. Find the listing where you want to offer a trial, and click it to open the AppExchange publishing console.
    4. Click the Trials tab, and select Offer a free trial organization.
    5. Follow the on-screen prompts to add a trial template to the listing.
  4. Click Save.

Now, when customers visit your listing, they can start a free trial with your offering preinstalled, even if they don’t have a Salesforce account. If they decide to start a trial, we collect their contact information and ask them to agree to your terms and conditions and our MSA. After they provide this information, prospects receive an email prompting them to log in to a trial organization.

When a new org is created from a Trialforce template, any packages that are present in the template, are installed in the newly created org. However, the package license settings such as license count, and expiration date are based on the license defaults set by the package owner in AppExchange. Any changes made to the package license in the Trialforce template aren’t copied over when the new org is created.

Note