ISV Tech Talk: TrialForce Douglas Rosenbaum ISV Technical Evangelist

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Agenda • Overview of Trialforce • What are the pieces of Trialforce? • How/where can I create trial orgs from Trialforce? • How should I use Trialforce?

WhyTrialforce? • App • AppExchange Listing • Webpage • How does my Customer get my app?

–  Option A: Customer Gets a SFDC Org. Installs your package. Configures your package. –  But wouldn’t it be great if you could just provide an org, with your package installed, configured

and set up, and with data to get them started? –  Option B: Trialforce

Your App, Your Way, Direct to Your New Customer

Template

Your Company Website

Customer Org

TMO TSO Template

•  Trialforce Management Org •  Branding •  Email Sets •  Generate TSO

•  Trialforce Source Org •  Your Package •  Your IP •  Your Data

•  Trialforce Template •  Snapshot of TSO

Trialforce Components

How do I get a TMO? • Getting Access

1.  Create a PDE Org (using Environment Hub)

2.  Log A Case in Partner Community 1.  Provide OrgId from Step 1

TMO • Custom Branding for Trialforce

–  Branded Login pages –  Branded Email Sets

• Managing Trialforce Source Orgs –  Generate Trialforce Source

Organizations to create and customize Trialforce templates

TMO TSO Template

•  Trialforce Management Org •  Branding •  Email Sets •  Generate TSO

•  Trialforce Source Org •  Your Package •  Your IP •  Your Data

•  Trialforce Template •  Snapshot of TSO

Trialforce Components

Creating Trialforce Source Orgs

1.  Setup -> Trialforce -> Source Orgs 2.  Click New

From Trialforce Management Org:

Creating Trialforce Source Orgs

1.  Choose Create Organization 2.  Purpose = Trialforce 3.  Not Linked to TMO – Not Branded

From Environment Hub:

What is the Trialforce Source Org (TSO)?

• The TSO is a Salesforce.com Organization where Trial Templates are created

• Templates are Snapshots of the TSO

• The TSO is where you pre-configure your prospect’s trial experience –  Install and configure your managed package –  Create demo data –  Create custom user profiles for different roles

TMO TSO Template

•  Trialforce Management Org •  Branding •  Email Sets •  Generate TSO

•  Trialforce Source Org •  Your Package •  Your IP •  Your Data

•  Trialforce Template •  Snapshot of TSO

Trialforce Components

Bam New Template • Configure TSO exactly as you want it –  Your Packages –  Your Data

• Setup -> Trialforce • New Template

Trialforce Components Continued Trialforce

Management Organization

(TMO)

Trialforce Source

Organization (TSO)

Trialforce Template

Trial Org

Trial Org

Trialforce Template

Trial Org

Trialforce Source

Organization (TSO)

Trialforce Template

Trial Org

Have My Template, Now What?

Signup API AppExchange Website

Get My Template Approved • All templates Must be approved by Salesforce to spin up orgs • Two Methods

–  AppExchange Publishing Console –  Log a Case in Partner Community

•  For Signup API, you can get TSO approved

AppExchange Listing • Get it Now • Control your Demo Experience

Your Website – HTML Form • Request Form from Salesforce • Customize the HTML Form • Add it to your website

Your Company Website

Signup API – Setup • New Object and Tab • Should go in your Biz Org • Log a case - Partner Community • Set up Your Custom Fields • Customize Sales Business Flow

–  See blog in resources

• New Labs App Coming –  Drag and Drop goodness

Signup API – Spin Up Trial • Generate API Call

–  Create a SignupRequest Record –  Org gets spun up

• Monitor Process in your Business Org –  Address any issues –  Combine Info with Leads

• New Labs App Coming to Help –  Provides declarative tools to build form

and make the API call.

How Should I use Trialforce? • Customer Trials • Sales Engineers

–  Demo Environments

• Testing • ?

Resources • Overview of Trialforce

–  http://www.salesforce.com/us/developer/docs/packagingGuide/index_Left.htm#StartTopic=Content/trialforce_conceptual_overview.htm

•  Creating Signups –  http://www.salesforce.com/us/developer/docs/packagingGuide/

index_Left.htm#StartTopic=Content/trialforce_signup_api_introduction.htm

• The Signup Request API –  https://developer.salesforce.com/blogs/isv/2013/06/using-the-new-signup-api-to-manage-your-

leads-and-deployments.html

• The Signup Request Web Form –  http://www.salesforce.com/us/developer/docs/packagingGuide/Content/

trialforce_link_template_html_form.htm