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
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
Update Your Solution
Appendices
Glossary
PDF

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Create a Trialforce Template

Available in: Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Developer, Professional, and Enterprise Edition

User Permissions Needed
To manage Trialforce: Modify All Data

A Trialforce template is a snapshot of your Trialforce Source Organization (TSO) at a given instance in time. For security reasons, however, Personally Identifiable Information (PII) on the User Object, such as that in the address fields, is scrubbed from templates. PII in custom objects and fields is not modified. Before you create the template, make sure that you’ve installed your package into the TSO. Then, configure it exactly as you want your customers to experience it, with the appropriate sample data, profiles, users, and records.

You can create a template only if your TSO is less than or equal to 1 GB.

Note

  1. Log in to your TSO.
  2. From Setup, enter Trialforce in the Quick Find box, then select Trialforce.
  3. Click New Trialforce Template.
  4. Describe the template and any optional features.

    By default, templates are public. To create a private template, select Mark this template as private so that only authorized orgs can sign up. You can then indicate which orgs are authorized to sign up new orgs using this template.

    If the template isn’t private, the default options are fine for most cases.

  5. Click Save.
  6. (Optional) If you created a private template, enter the org ID of the orgs that can sign up using this template, then click Save.

    You can enter up to 51 org IDs, each on a separate line.

You receive an email with the ID of the new template after it’s generated. Submit the template for review before you can use it to sign up trial organizations. Remember to generate a new template each time you make updates to your TSO so that your trials always reflect the most recent state.

Each template has a status with one of the following values.
In Progress
When a template is first created, it always has this status. It then moves to either Success or Error status.
Success
The template can be used to create trial organizations.
Error
The template cannot be used because something has gone wrong and debugging is required.
Deleted
The template is no longer available for use. Deleted templates are removed during system updates.