Provision Trial Orgs

Use Trialforce to provision a free trial of your solution for prospective customers.

Once you’ve configured Trialforce, you can provision trial orgs two ways.

  • Push—You provision a trial on behalf of a prospective customer by filling out the registration form with your prospect’s information.
  • Pull—A prospect requests a trial on their own by filling out a registration form on your public website.

Anyone with access to the form can create a trial on behalf of a prospect without the need to expose the form on the company website. Just launch the registration form HTML file in a browser, fill in the fields on behalf of the customer, and submit the form. Your prospect receives an email, optionally branded with your company information, indicating the new trial is available.

  1. Upload the HTML registration form to your public web servers.
  2. Edit and publish the appropriate HTML pages on your company website where you want to include a link to the Trialforce registration form.
  3. Navigate to the registration page from your company website.
  4. Fill in the required fields and submit the form.