Trialforce Best Practices

Apply these best practices to create trial experiences that engage prospects and increase conversion.

• To tailor trials to specific audiences, create multiple Trialforce Source Organizations (TSOs). For example, create a unique TSO for each of the industry verticals that you serve.

• To bring trials to life, add sample data to TSOs.

  Trialforce replaces data that appears to be 15- or 18-character Salesforce IDs. Avoid specifying IDs within strings in object fields, JavaScript, or files.

• Apply custom branding to your trial signup form, login page, and emails.

• After you set up Trialforce, test the signup experience to confirm that everything works as expected. Testing also helps you identify areas where you can improve the signup process.

• When you release a new version of your solution, update the related Trialforce template.