ISVforce Guide

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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
PDF

Trialforce Best Practices

Apply these best practices to create trial experiences that engage prospects and increase conversion.
  • To tailor trials to specific audiences, create multiple Trialforce Source Organizations (TSOs). For example, create a unique TSO for each of the industry verticals that you serve.
  • To bring trials to life, add sample data to TSOs.

    Trialforce replaces data that appears to be 15- or 18-character Salesforce IDs. Avoid specifying IDs within strings in object fields, JavaScript, or files.

    Warning

  • Apply custom branding to your trial signup form, login page, and emails.
  • After you set up Trialforce, test the signup experience to confirm that everything works as expected. Testing also helps you identify areas where you can improve the signup process.
  • When you release a new version of your solution, update the related Trialforce template.