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