ISVforce Guide

ISVforce Guide: Build and Distribute AppExchange Solutions
Get Ready to Distribute on AppExchange
Use Managed Packages to Develop Your AppExchange Solution
Manage Orgs with Environment Hub
Architectural Considerations for Group and Professional Editions
Security Requirements for AppExchange Partners and Solutions
Pass the AppExchange Security Review
Manage Your AppExchange Listings
Sell on AppExchange with Checkout
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 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 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.

Before you create the template, make sure that you’ve installed your package into the TSO. Then, configure it exactly as you want your customers to experience it, with the appropriate sample data, profiles, users, and records. For security reasons, Personally Identifiable Information (PII) on the User Object, such as that in the address fields, is scrubbed from templates. PII in custom objects and fields isn’t modified.

Due to data security reasons, if your TSO was converted from a trial org to an active org, you can’t use it to create a Trialforce template. To see if the TSO is a trial org, in Setup, find and select Company Information. Under User Licenses, if the licenses have an expiration date, the TSO is a trial org.

Available in: Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Developer, Professional, and Enterprise Edition

User Permissions Needed
To manage Trialforce: Modify All Data

You can create a template only if your TSO is less than or equal to 1 GB.

Note

The default trial length is 10 days for trial orgs created from a Trialforce template. To change the trial length associated with this template, contact Salesforce Customer Support.

  1. Contact Salesforce Partner Support to set the number of days that you want trials created from this TSO to last.

    You have to contact Partner Support only one time for each TSO.

  2. Log in to your TSO.
  3. From Setup, enter Trialforce in the Quick Find box, then select Trialforce.
  4. Click New Trialforce Template.

    You can create up to 10 Trialforce templates per TSO. If this button is unavailable , delete the excess templates before creating new ones. Partners that require additional templates can contact Salesforce Partner Support.

  5. Describe the template and any optional features.

    By default, templates are public. To create a private template, select Mark this template as private so that only authorized orgs can sign up. You can then indicate which orgs are authorized to sign up new orgs using this template.

    If the template isn’t private, the default options are fine for most cases.

  6. Click Save.
  7. (Optional) If you created a private template, enter the org ID of the orgs that can sign up using this template, then click Save.

    You can enter up to 51 org IDs, each on a separate line.

You’re sent an email with the ID of the new template after it’s generated. Remember to generate a new template each time you make updates to your TSO so that your trials always reflect the most recent state.

Template statuses include:
In Progress
When a template is first created, it always has this status. It then moves to either Success or Error status.
Success
The template can be used to create trial organizations.
Error
The template can’t be used because something has gone wrong and debugging is required.
Deleted
The template is no longer available for use. Deleted templates are removed during system updates.