You can customize the branding of the emails sent to subscribers of new trial
organizations.
Available in: Salesforce Classic |
Available in: Developer Edition |
To manage Trialforce: |
Customize Application |
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Log in to your Trialforce Management Organization (TMO).
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Create a branded email set.
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From Setup, in the Quick Find box, enter
Branding, select
Branding, and then click Email
Sets.
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Click New Email Set or
Edit next to an existing email set.
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Enter a name for the email set and your company information.
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In the Preview Emails area, click through the different types of
generated emails and make sure that they read correctly. The login URL
displayed in the preview is always https://login.salesforce.com even if
you use a branded login page. These two processes are distinct.
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Save your work.
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If you’re ready to make these emails available to your Trialforce
Source Organization (TSO), click Publish.
Otherwise your changes are saved, and you can publish later.
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Assign a branded email set to your TSO.
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From Setup, in the Quick Find box, enter Source
Organizations, and then select Source
Organizations.
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Click Edit next to your TSO.
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Select the email set.
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Save your work.
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If you want to see your branded login page in action, click
Login.