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
Create a Trialforce Source Org with Environment Hub
Create a Trialforce Source Org with a Trialforce Management Org
Request an Extension for a Trialforce Source Org
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 Source Org with a Trialforce Management Org

Use a Trialforce Management Org (TMO) to create a Trialforce Source Org (TSO). After you create the TSO, install your package there. Then configure the TSO as you want customers to experience it.

User Permissions Needed
To manage Trialforce: Customize Application

Available in: Salesforce Classic only.

Before you install your solution in a TSO, associate the solution with your License Management App (LMA). If you don’t complete this step first, the trial orgs provisioned from the TSO don’t generate leads or licenses in the LMA.

  1. Log in to your TMO.
  2. If necessary, Switch to Salesforce Classic.
  3. From Setup, in the Quick Find box, enter Source Organizations, and then select Source Organizations.
  4. Click New.
  5. Enter a new username and email address for the admin account.
  6. Enter a name for the TSO.
  7. Optionally, specify the custom branding by choosing a branded email set or login site.
  8. Click Create.

    You receive an email with the login details for the TSO.

  9. Log in to the TSO and install your solution.
  10. Add sample records, custom profiles, new users, or other configurations that help illustrate your solution’s business value.
  11. Verify that the TSO admin has a license for the solution that’s installed in the TSO.

After you finish configuring the TSO, you’re ready to create a Trialforce template.