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
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Set Up Trialforce

Available in: Salesforce Classic
Available in: Developer Edition

User Permissions Needed
To manage Trialforce: Modify All Data
After you’ve built your offering and passed the AppExchange security review, follow these steps to set up Trialforce.

To enable Trialforce, you must first sign the ISVforce/OEM agreement.

Note

  1. Create your managed package.
  2. Configure a License Management Organization (LMO) to manage customers’ access to apps and components. If you’re an existing Salesforce user, install the License Management Application (LMA) in your CRM organization (Enterprise Edition is required). If you’re new to the Partner Program, the LMA is preinstalled in your partner business org.
  3. Link a version with the LMO and set the license defaults. This step ensures that each time a prospect creates a trial, the LMO receives a new lead and license record.
  4. Request a Trialforce Management Organization (TMO).
  5. Optionally, create a customized branded login page and branded emails in your TMO.
  6. Create a Trialforce Source Organization (TSO) from your TMO.
  7. Install your managed package in the TSO, and customize it as you want your prospects to experience it. You can apply custom branding, load sample data, create custom profiles, and so on.
  8. Create a new Trialforce template from the TSO.
  9. Link the Trialforce template to the AppExchange.
  10. Submit the Trialforce template for security review and get it approved.
You can now use this template to create free trials. For more information, see: