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
AgentExchange Go-To-Market App Guide
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
Considerations for Trialforce Templates
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
PDF

Create a Trialforce Template

Create and configure Trialforce templates in Setup. A Trialforce template is an approximate snapshot of your Trialforce Source Organization (TSO) at a given instance in time.
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

Before you create the template, make sure to:

  • Review the considerations for Trialforce templates.
  • Install your packages into the TSO. Then, configure the TSO exactly as you want your customers to experience it, with the appropriate sample data, profiles, users, and records.
  1. Contact Salesforce Partner Support to set the number of days that you want trials created from this TSO to last.

    You only need to contact Partner Support once for each TSO.

    Note

  2. Log in to your TSO.
  3. From Setup, enter Trialforce in the Quick Find box, then select Trialforce.
  4. Click New Trialforce Template.
  5. Enter a description for the Trialforce template.
  6. In the Include setting, select All Data and Setup to create a Trialforce template that includes both the metadata and data saved in the org when you create the template. Or, select Setup Only to create a Trialforce template that includes only the metadata—and not the data—saved in the org when you create the template.
  7. (Optional) To rebase any date fields relative to the creation date of a new org from the Trialforce template, select Adjust all Dates in the Resulting Organization Relative to Organization Creation Date. This option is relevant for templates with date field data.
  8. (Optional) To exclude Chatter feeds from new orgs created from the Trialforce template, select Don't Copy Feed Items from this Trialforce Source Org into the Resulting Organization.
  9. (Optional) To create a private Trialforce template, select Mark this template as private so that only authorized orgs can sign up. By default, Trialforce templates are public.
  10. Save the template.
  11. (Optional) If you created a private Trialforce template, enter the org IDs of the orgs authorized to sign up new orgs using the template. Then, save your changes.
    You can enter up to 51 org IDs, each on a separate line.
After your new Trialforce template is generated, you receive an email with the new template ID. Remember to generate a new template each time you make updates to your TSO, so that your trials always reflect the most recent state.

In Setup, Trialforce templates can have these statuses.

  • In Progress: After you create a template, the template always has this status initially. The status then moves to either the Success or the 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.