ISVforce Guide
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Create a Trialforce Source Org with Environment Hub
Use the Environment Hub to create a Trialforce Source Org (TSO). After you create the
TSO, install your package. Then configure the TSO as you want customers to experience
it.
| User Permissions Needed | |
|---|---|
| To set up and manage Environment Hub: | Manage Environment Hub |
Before you install a solution in your TSO, associate the solution with your License Management App (LMA). If you don’t complete this step first, the trial orgs provisioned from the TSO don’t generate leads or licenses in the LMA.
- Log in to your Partner Business Org.
- Go to Environment Hub.
- Click Create Org.
- For Purpose, select Trialforce Source Organization.
- For Create Using, select Standard Edition.
- Select Professional TSO or Enterprise TSO.
- Provide an org name.
- Optionally, enter a unique name for your My Domain.
- Enter a username and email address for the admin account.
- Enter a name for the TSO.
- Acknowledge that you read the Main Services Agreement.
-
Click Create.
The TSO now appears in the Environment Hub, and you receive an email with login details.
- Log in to the TSO and install your solution.
- Add sample records, custom profiles, new users, or other configurations that help illustrate your solution’s business value.
- Verify that the TSO admin has a license for the solution that’s installed in the TSO.
After you configure the TSO as you want your customers to experience it, you’re ready to create a Trialforce template. Before you create the template, ensure that the TSO admin has a license for the solution that’s installed in the TSO.