ISVforce Guide
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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.
| User Permissions Needed | |
|---|---|
| To manage Trialforce: | Modify All Data |
| To create or update AppExchange listings: | Manage Listings |
- Install your updated managed package or extension package into your Trialforce Source Org (TSO).
- Update your TSO. For example, add fresh sample data or update the custom branding.
- Create an updated Trialforce template.
- If you deliver trials on AppExchange, add the updated template to your listing in the AppExchange Partner Console.
-
If you use SignupRequest API to deliver trials, log a case to approve the new
template.
- Log in to Salesforce Help with the username that you used to register for the Salesforce Partner Community.
- Click Contact Support.
- Click Create a Case.
- For Subject, enter Requesting Trialforce Template Approval.
- For Description, note that you’re a Salesforce partner and you’re requesting your TMO. Include your TSO ID, the updated Trialforce template ID, and the org to use for creating signups.
- When prompted to select a product, click Pick a different product / topic.
- For Product, select Partner Programs & Benefits.
- For Topic, select ISV Technology Request.
- Select an instance type and severity level.
- Click Create a Case.