Which Trial Method Is Right for My AgentExchange Solution?

The first step to offering trials of your AgentExchange solution is to pick a delivery method. You can provide trials on your AgentExchange listing using test drives or Trialforce orgs, or you can provide trials on your website using SignupRequest API. Learn about the differences between trial methods, and decide which options work best for your business.

Choose one trial method or several—it’s up to you! In general, the greater the variety of options, the more likely that prospects are to convert.

Tip

Trial Method	Where Are Trials Delivered?	How Does It Work?	Advantages
Trialforce	Your AgentExchange listing	Using a Trialforce Management Org or Environment Hub, you create a Trialforce Source Org (TSO), install your solution, and add sample data. Using your TSO, you create a Trialforce template. On AgentExchange, your prospect requests a trial. They receive login credentials for a unique trial org based on your Trialforce template.	Offer flexible trial experiences using environments that prospects can keep and customize. Add optional branding to your trial experiences.
Test Drive	Your AgentExchange listing	Using a preconfigured Trialforce template, you create a test drive org, install your solution, and add sample data. On AgentExchange, your prospect requests a test drive. They’re directed to a read-only org that doesn’t require login credentials.	Offer curated trial experiences using environments that don’t require setup or customization. Give the widest range of prospects the opportunity to explore your solution, including prospects with little Salesforce experience. Provide your prospects instant access to a test org
SignupRequest API	Your website using an HTML sign-up form	Using a Trialforce Management Org or Environment Hub, you create a Trialforce Source Org (TSO), install your solution, and add sample data. Using your TSO, you create a Trialforce template. On your website, your prospect requests a trial. They receive login credentials for a unique trial org based on your Trialforce template.	Give prospects who visit your website the ability to try your solution. Offer flexible trial experiences using environments that prospects can keep and customize. Add optional branding to your trial experiences.