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 Branded Emails
Create a Branded Login Page
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

Create Branded Emails

You can customize the branding of the emails sent to subscribers of new trial organizations.
Available in: Salesforce Classic
Available in: Developer Edition

User Permissions Needed
To manage Trialforce: Customize Application
  1. Log in to your Trialforce Management Organization (TMO).
  2. Create a branded email set.
    1. From Setup, in the Quick Find box, enter Branding, select Branding, and then click Email Sets.
    2. Click New Email Set or Edit next to an existing email set.
    3. Enter a name for the email set and your company information.
    4. 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.
    5. Save your work.
    6. 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.
  3. Assign a branded email set to your TSO.
    1. From Setup, in the Quick Find box, enter Source Organizations, and then select Source Organizations.
    2. Click Edit next to your TSO.
    3. Select the email set.
    4. Save your work.
    5. If you want to see your branded login page in action, click Login.