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
Link a Package with Your License Management Organization
Request a Trialforce Management Org
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 AppExchange Solution
User License Guides for Salesforce Partners
PDF

Newer Version Available

This content describes an older version of this product. View Latest

Create a Trialforce Source Organization

A Trialforce Source Organization (TSO) acts as the basis for a new trial org. After you create a TSO, you install your package there. You then add data to give your prospects something to explore when they first log in to the trial org.
Available in: Salesforce Classic
Available in: Developer Edition

User Permissions Needed
To manage Trialforce: Customize Application

You have two options for creating a TSO: You can use a Trialforce Management Organization (TMO) or the Environment Hub. If you plan to brand your emails or login page, use a TMO. When you create the TSO in a TMO, you also get a company-specific My Domain name. Here’s how to create a TSO (Enterprise Edition) from a TMO.

If you create a TSO from a TMO, it’s always an Enterprise Edition. To create a Professional Edition TSO, create the TSO from the Environment Hub.

Note

  1. Log in to your TMO.
  2. From Setup, in the Quick Find box, enter Source Organizations, and then select Source Organizations.
  3. Click New.
  4. Enter a new username and email address for the administrator account.
  5. Enter a name for the TSO. Optionally, specify the custom branding by choosing a branded email set or login site.
  6. Click Create.

You can also create a TSO from the Environment Hub. When you use the Environment Hub, you can create an Enterprise Edition TSO or a Professional Edition TSO.

  1. Log in to the Environment Hub.
  2. Click Create Org.
  3. Keep the default, Purpose as Trialforce.
  4. Keep the default for Create Using, Standard Edition.
  5. Select Professional TSO or Enterprise TSO.
  6. Enter the org name.
  7. (Optional) Enter a unique name for your My Domain.
  8. Enter a username and email address for the admin account.
  9. Enter a name for the TSO.
  10. Acknowledge that you’ve read the Main Services Agreement.
  11. Click Create.

The TSO now appears in the Environment Hub.

You receive an email with the login details for your TSO. You can then log in to the TSO and install your package, along with sample data and configurations. Optionally, you can also create:
  • Custom profiles
  • New users
  • Sample records
The goal is to configure the TSO exactly as you want your customers to experience it. You can then create a Trialforce template, which is a snapshot of your TSO at a specific point in time.

Here are some considerations when working with a TSO.

  • Always associate a managed package with the License Management Organization (LMO) before installing the offering in your TSO. If you don’t follow that order, trial orgs provisioned from the TSO don’t generate leads or licenses in the LMO.
  • Before creating a Trialforce template, ensure that the TSO admin has a license for the offering installed in the TSO.
  • You can create multiple TSOs from your TMO, so you can set up trials for different products, each with its own configuration and branding.
  • All TSOs expire after one year. If you want to use the TSO for a longer period, log a support case in the Salesforce Partner Community to request an extension. For product, specify Partner Programs & Benefits. For topic, specify ISV Technology Request.

Note