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Create Branded Emails

You can customize the branding of the emails sent to subscribers of new trial organizations.

Available in: Salesforce Classic

Available in: Developer Edition

User Permissions Needed
To manage Trialforce:	Customize Application

Log in to your Trialforce Management Organization (TMO).
Create a branded email set.
1. From Setup, in the Quick Find box, enter Branding, select Branding, and then click Email Sets.
2. Click New Email Set or Edit next to an existing email set.
3. Enter a name for the email set and your company information.
4. In the Preview Emails area, click through the different types of generated emails and make sure that they read correctly. The login URL displayed in the preview is always https://login.salesforce.com even if you use a branded login page. These two processes are distinct.
5. Save your work.
6. If you’re ready to make these emails available to your Trialforce Source Organization (TSO), click Publish. Otherwise your changes are saved, and you can publish later.
Assign a branded email set to your TSO.
1. From Setup, in the Quick Find box, enter Source Organizations, and then select Source Organizations.
2. Click Edit next to your TSO.
3. Select the email set.
4. Save your work.
5. If you want to see your branded login page in action, click Login.