ISVforce Guide

ISVforce Guide: Build and Distribute AppExchange Solutions
Get Ready to Distribute on AppExchange
Use Managed Packages to Develop Your AppExchange Solution
Design Your AppExchange Solution
Manage Orgs with Environment Hub
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
Provide Free Trials of Your AppExchange Solution
Which Trial Method Is Right for My AppExchange Solution?
Deliver Trials on AppExchange with Trialforce
Trialforce Key Concepts and Relationships
Trialforce Best Practices
Request a Trialforce Management Org
Custom Branding for Trialforce
Create and Manage Trialforce Source Orgs
Create a Trialforce Source Org with Environment Hub
Create a Trialforce Source Org with a Trialforce Management Org
Request an Extension for a Trialforce Source Org
Create a Trialforce Template
Connect a Trialforce Template to the AppExchange Partner Console
Provide Free Trials on Your AppExchange Listing Using a Trialforce Template
Update Your Trialforce Template
Deliver Trials on AppExchange with Test Drives
Provide Free Trials on Your Website
OEM User License Guide
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Create a Trialforce Source Org with Environment Hub

Use the Environment Hub in a Partner Business Org (PBO) 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.

  1. Log in to your PBO.
  2. Go to Environment Hub.
  3. Click Create Org.
  4. For Purpose, select Trialforce Source Organization.

    If you don’t see Trialforce Source Organization in the list, make sure you’re logged in to a Partner Business Org.

  5. For Create Using, select Standard Edition.
  6. Select Professional TSO or Enterprise TSO.
  7. Provide an org name.
  8. Optionally, enter a unique name for your My Domain.
  9. Enter a username and email address for the admin account.
  10. Enter a name for the TSO.
  11. Acknowledge that you read the Main Services Agreement.
  12. Click Create.

    The TSO now appears in the Environment Hub, and you receive an email with login details.

  13. Log in to the TSO and install your solution.
  14. Add sample records, custom profiles, new users, or other configurations that help illustrate your solution’s business value.
  15. 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.