ISVforce Guide
jConsiderations for Trialforce Templates
Learn the considerations for creating and using Trialforce templates, which are
approximate snapshots of your Trialforce Source Organization (TSO).
| Available in: Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Developer, Professional, and Enterprise Edition |
- You can create Trialforce templates only if the TSO is a trial org.
- You can create a template only if your TSO is less than or equal to 1 GB.
- Before you create a template, make sure that the TSO admin has a license for the solution that’s installed in the TSO.
- You can create up to 10 Trialforce templates per TSO. In Setup for Trialforce, you create a Trialforce template by clicking the New Trialforce Template button. If the button is unavailable, delete templates before creating new ones. If you require more than 10 templates, contact Salesforce Partner Support.
- For security reasons, Personally Identifiable Information (PII) on the User Object, such as that in the address fields, is scrubbed from templates. PII in custom objects and fields isn’t modified.
- Due to data security reasons, if your TSO was converted from a trial org to an active org, you can’t use it to create a Trialforce template. To see if the TSO is a trial org, in Setup, find and select Company Information. Under User Licenses, if the licenses have an expiration date, the TSO is a trial org.
- If the TSO is converted to an active, paying org, then you can no longer use any associated Trialforce templates to create trial orgs.
- When you create a TSO, Salesforce sets the default trial length to 10 days for trial orgs created from a Trialforce template. To get help with the default trial length, or to change the trial length associated with a template, contact Salesforce Customer Support.