ISVforce Guide

ISVforce Guide: Build and Distribute AppExchange Solutions
Quick Start Tutorials: Become a Partner and Build a Simple AppExchange Solution
Design and Build Your AppExchange Solution
Package and Test Your AppExchange Solution
Pass the AppExchange Security Review
Publish Your Solution on AppExchange
Sell on AppExchange with Checkout
Monitor Performance with Analytics for AppExchange Partners
Report Orders to Salesforce with the Channel Order App
Manage Licenses for Managed Packages
Manage Features in First-Generation Managed Packages
Provide a Free Trial of Your AppExchange 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 AppExchange Solution
User License Guides for Salesforce Partners
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Offer a Test Drive on AppExchange

A test drive lets customers try your product in a Developer Edition org that’s preconfigured with sample data. The test drive org has two types of users: an admin and a read-only evaluator. The admin user configures the org for the test drive. The evaluation role lets customers log in to the org and experience your product.

Use the Publishing Console to create test drive orgs. Otherwise, customers can experience issues when logging in as evaluators.

Salesforce doesn’t support test drive orgs created outside of the Publishing Console. However, if you create a test drive using another method and your customers experience login issues, try setting profile-level IP login ranges from 0.0.0.0 to 255.255.255.255. For more information, see Restrict Login IP Ranges in the Enhanced Profile User Interface.

Note

  1. Log in to the Salesforce Partner Community.
  2. Click Publishing.
  3. Click Listings and then select the product for which you want to offer a test drive.
  4. On the Trials tab, select Offer a Test Drive.
  5. Click Create Test Drive.
  6. Give the test drive a customer-friendly name, and associate a package.
  7. Click Submit. Salesforce creates an org and emails you login credentials for the admin and evaluation users.
  8. Log in to the test drive org as the admin user and add sample data.
  9. Log out of the org and then log in again as the evaluation user to set a password.
  10. In the Publishing Console, go to the Trials tab and click Connect Organization.
  11. Enter the login credentials for the evaluation user and then click Submit.
    To ensure the test drive user is granted read-only access, enter credentials for the evaluation user. Don’t enter admin credentials as this gives the user read-write access.
  12. Click Save.

Consider securing your Test Drive by:

  • Ensuring your Test Drive org doesn’t include any sensitive data.
  • Ensuring each password you specify for the admin and evaluation test accounts are unique.
  • Setting up multi-factor authentication for admin account logins.
  • Deleting the test drive org, if you deactivate a Test Drive,