ISVforce Guide

ISVforce Guide: Build and Distribute AgentExchange Solutions
Get Ready to Distribute on AgentExchange
Use Managed Packages to Develop Your AgentExchange Solution
Manage Orgs with Environment Hub
Architectural Considerations for Group and Professional Editions
Security Requirements for ISV Partners and AgentExchange Solutions
Pass the AgentExchange Security Review
Manage Your AgentExchange Listings
AgentExchange Go-To-Market App Guide
Sell on AgentExchange with Checkout
Report Orders to Salesforce with the Channel Order App
Provide Free Trials of Your AgentExchange Solution
Which Trial Method Is Right for My AgentExchange Solution?
Deliver Trials on AgentExchange 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 AgentExchange Partner Console
Provide Free Trials on Your AgentExchange Listing Using a Trialforce Template
Update Your Trialforce Template
Deliver Trials on AgentExchange with Test Drives
Provide Free Trials on Your Website
OEM User License Guide
PDF

Connect a Trialforce Template to the AgentExchange Partner Console

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

User Permissions Needed
To create or update AgentExchange listings: Manage Listings
  1. Log in to the Salesforce Partner Community.
  2. Click Publishing | Technologies | Trial Templates.
  3. Click Connect Technology | Trial Template.
  4. Click Connect Org, and then enter the login credentials for the organization that contains the Trialforce template.
After the org is connected, the related trial templates appear in the Partner Console and you can add them to your listings.