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![Page 1: Trialforce slides](https://reader033.fdocuments.us/reader033/viewer/2022061221/54bfd0df4a79594d628b4581/html5/thumbnails/1.jpg)
Introduction to Trialforce (Slides)
![Page 2: Trialforce slides](https://reader033.fdocuments.us/reader033/viewer/2022061221/54bfd0df4a79594d628b4581/html5/thumbnails/2.jpg)
What This Deck Will Cover • What is Trailforce
• Trialforce Management Org
• Trialforce Source Org
• Submitting a Template for Review
• Methods of Distributing Trials
![Page 3: Trialforce slides](https://reader033.fdocuments.us/reader033/viewer/2022061221/54bfd0df4a79594d628b4581/html5/thumbnails/3.jpg)
What is Trialforce?
• Trialforce provides a simple way to provision free trials and deploy your Force.com app from your own website, or any other site.
Template
Your Company Website
Customer
![Page 4: Trialforce slides](https://reader033.fdocuments.us/reader033/viewer/2022061221/54bfd0df4a79594d628b4581/html5/thumbnails/4.jpg)
Trialforce Management Org (TMO)
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The Trialforce Management Org (TMO)
• The TMO is the Salesforce organization where you manage your application’s trials
• The TMO is a stand-alone organization separate from your Business Org and your Packaging Org
![Page 6: Trialforce slides](https://reader033.fdocuments.us/reader033/viewer/2022061221/54bfd0df4a79594d628b4581/html5/thumbnails/6.jpg)
TMO: Key Features
• Custom Branding for Trialforce – Branded Login pages – Branded Email Sets
• Managing Trialforce Templates – Generate Trialforce Source Organizations
to create and customize Trialforce templates
![Page 7: Trialforce slides](https://reader033.fdocuments.us/reader033/viewer/2022061221/54bfd0df4a79594d628b4581/html5/thumbnails/7.jpg)
Setting up the TMO
• Getting Access – Create an Org using Environment Hub
to become your TMO Type of Org: Partner Developer Org
– Log A Case (enabling TMO) • Log a new case in the Partner Community
– Type: AppExchange & Feature Request – Subtype: Trialforce – Include in Description: Org ID, Application Name and
Additional Details of Request
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Trialforce Source Org (TSO)
![Page 9: Trialforce slides](https://reader033.fdocuments.us/reader033/viewer/2022061221/54bfd0df4a79594d628b4581/html5/thumbnails/9.jpg)
What is the Trialforce Source Org (TSO)?
• The TSO is a Salesforce.com Organization that is used as a template for a trial
• 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
![Page 10: Trialforce slides](https://reader033.fdocuments.us/reader033/viewer/2022061221/54bfd0df4a79594d628b4581/html5/thumbnails/10.jpg)
Creating Trialforce Source Orgs
1. In your TMO, generate a Trialforce Source Org 2. Once you have access to your new org, install
your packaged application 3. Add sample data to your org 4. Generate a trial template 5. Create new TSO’s using the steps above if you
want to target specific types of customers or industries
6. Get your trial template approved
![Page 11: Trialforce slides](https://reader033.fdocuments.us/reader033/viewer/2022061221/54bfd0df4a79594d628b4581/html5/thumbnails/11.jpg)
Methods of Distributing Trials
• The Signup API – A Salesforce object that helps with creating trials, capturing
leads, and tracking your current trials
• Providing Trials through your website (WebForm) – Direct them to the new form for creating signup request records
• AppExchange – Used to provide a trail from your AppExchange listing – “Get It
Now” Button
![Page 12: Trialforce slides](https://reader033.fdocuments.us/reader033/viewer/2022061221/54bfd0df4a79594d628b4581/html5/thumbnails/12.jpg)
Submitting Trialforce Templates for Review • AppExchange Method
– Submit via AppExchange Publishing Console
• Sign- Up API – Log a Case via Partner Community (requesting access to
Sign-Up API and template approval)
• WebForm – Log a Case via Partner Community (requesting access to
the webform and template approval)
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Submitting Template for Review - AppExchange Method • If you want to list your trial on the AppExchange, you have to submit it for review
– Go to the AppExchange Publishing Console – Link your TSO to your organization (your Partner Business Org) – Install application and create Template – On the Publishing Home page, select the “Your Trial Templates” tab – Click “Start Review” for each template you want to submit for approval
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Submitting Template for Review – Sign Up API & WebForm • Sign Up API
– Log a Case to request permission in Business Org • Type: AppExchange & Feature Request • Subtype: Trialforce • Description: Source Org ID, Template ID, Request for access in Business Org, and include detail of the request
• WebFrom
– Log a Case – Approve Template for Sign Up API • Type: AppExchange & Feature Request • Subtype: Trialforce • Description: Source Org ID, Template ID, Request for access to the WebForm, and include detail of the request
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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
![Page 16: Trialforce slides](https://reader033.fdocuments.us/reader033/viewer/2022061221/54bfd0df4a79594d628b4581/html5/thumbnails/16.jpg)
Next Steps
1. Reference Onboarding Checklist 2. Review all Content in the Partner Community – Distribute Phase • Trialforce Demo • ISVforce Guide