Deliver Trials on AppExchange with Trialforce | ISVforce Guide

Trialforce Key Concepts and Relationships
A Trialforce setup consists of a Trialforce management org, Trialforce source orgs, and Trialforce templates. Before you set up Trialforce, learn how these parts work together to deliver trials of your AppExchange solution.

Trialforce Best Practices
Apply these best practices to create trial experiences that engage prospects and increase conversion.

Request a Trialforce Management Org
A Trialforce Management Org (TMO) is the starting point for creating trials with Trialforce. To request your TMO, log a case.

Custom Branding for Trialforce
If you use Trialforce, you can optionally set up a branded login site and emails. By applying your company’s look and feel to a login site and emails, customers are immersed in your brand from signup to log in. Apply custom branding only for non-CRM solutions. Don’t apply it to solutions that extend Salesforce CRM and require standard objects, such as Leads, Opportunities, and Cases.

Create and Manage Trialforce Source Orgs
A Trialforce Source Organization (TSO) is used to create Trialforce templates, which are the basis of customer trial orgs. You can create a TSO with Environment Hub or a Trialforce Management Org (TMO). In most cases, either method is fine, with two exceptions. If you plan to brand your emails or login page, use a TMO. To create a Professional Edition TSO, use the Environment Hub. If your TSO is about to expire, request an extension.

Create a Trialforce Template
A Trialforce template is an approximate snapshot of your Trialforce Source Organization (TSO) at a given instance in time. You can create Trialforce templates only if the TSO is a trial org.

Connect a Trialforce Template to the AppExchange Partner Console
After you create or update a Trialforce template, connect it to the AppExchange Partner Console so that it’s available to add to your AppExchange listing.

Provide Free Trials on Your AppExchange Listing Using a Trialforce Template
To enable free trials on your AppExchange listing, add one of the Trialforce templates that you connected to the AppExchange Partner Console. Optionally, enable lead collection to receive leads when customers start trials using the Trialforce template.

Update Your Trialforce Template
If you update your solution or custom branding, update your Trialforce template to reflect the changes. If you use SignupRequest API to deliver trials, log a case to approve the new template. If you deliver trials using AppExchange only, skip this step.