You can customize the branding of the emails sent to subscribers of new trial organizations.
Before You Begin
Required Editions
Available in: Salesforce Classic
Available in: Developer Edition
User Permissions Needed
To manage Trialforce:
Customize Application
Steps
Log in to your Trialforce Management Organization (TMO).
Verify your email-sending domain by either creating a DomainKeys Identified Mail (DKIM) key or setting up an authorized email domain. See Determine How to Verify Your Email-Sending Domains for instructions.
This requirement was introduced in July 2026. If you created a branded email set before July 2026, you must retroactively verify your email-sending domain.
Note
Create a branded email set.
From Setup, in the Quick Find box, enter Branding, select Branding, and then click Email Sets.
Click New Email Set or Edit next to an existing email set.
Enter a name for the email set and your company information.
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.
Save your work.
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.
Assign a branded email set to your TSO.
From Setup, in the Quick Find box, enter Source Organizations, and then select Source Organizations.
Click Edit next to your TSO.
Select the email set.
Save your work.
If you want to see your branded login page in action, click Login.
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