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 these 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 the question icon and then click Log a Case for Help.
3. Select Salesforce Partner Program Support.
  If you don’t see the Salesforce Partner Program Support tile, use the org picker to select the org that’s associated with your Salesforce partnership account.
  Tip
4. For product, enter and select Partner Programs & Benefits.
5. For topic, enter and select ISV Technology Request.
6. Provide the TSO ID, the new Trialforce template ID, and the org to use for creating sign-ups.
7. Provide any other required details, and then click Create Case.

ISVforce Guide