Contents
- 1 What is a Trialforce template?
- 2 Why might you need a Trialforce management org?
- 3 What is a Trialforce org?
- 4 How does a test drive differ from a free trial Salesforce?
- 5 How to submit a trialforce template for approval?
- 6 How to enable the TMO for trialforce partners?
- 7 Which is better AppExchange or trialforce for CRM?
What is a Trialforce template?
A Trialforce template is a snapshot of your Trialforce Source Organization (TSO) at a given instance in time. For security reasons, however, Personally Identifiable Information (PII) on the User Object, such as that in the address fields, is scrubbed from templates. PII in custom objects and fields is not modified.
Why might you need a Trialforce management org?
A Trialforce Management Org (TMO) lets you create and manage Trialforce Source Orgs (TSO) and specify custom branding for your login page and emails. To receive a TMO, you must be a qualified ISV partner, and your offering must have passed the AppExchange security review.
How do you make Trialforce org?
When you use the Environment Hub, you can create an Enterprise Edition TSO or a Professional Edition TSO.
- Log in to the Environment Hub.
- Click Create Org.
- Keep the default, Purpose as Trialforce.
- Keep the default for Create Using, Standard Edition.
- Select Professional TSO or Enterprise TSO.
- Enter the org name.
What is a Trialforce org?
Trialforce is the technology that enables you to seamlessly deliver free trials to your customers and prospects. Using Trialforce, you can configure your commercial app to your specifications, include relevant sample data, and even customize the look and feel of your app to reflect your company’s branding.
How does a test drive differ from a free trial Salesforce?
The free trial is a non-production Salesforce organization that includes your package and sample data. Like a free trial, a test drive uses Developer Edition organizations that include sample data and whatever configuration options you choose.
What is Salesforce test drive?
A test drive lets customers try your product in a Developer Edition org that’s preconfigured with sample data. The evaluation role lets customers log in to the org and experience your product. Use the Publishing Console to create test drive orgs. Otherwise, customers can experience issues when logging in as evaluators.
How to submit a trialforce template for approval?
To submit your Trialforce Template for approval, follow these steps: Log in to the Partner Community. Select the Publishing tab in your Partner Community dashboard. If you don’t see the Publishing tab, please reach out to your Partner Community administrator to inquire. Next to the template that you want reviewed, click “Start Review”.
How to enable the TMO for trialforce partners?
To enable the TMO, create a new Partner Developer Edition Org from Environment Hub. Then, submit this case to enable the TMO. Alternatively, you can enable the TMO on your packaging org. 7.
What can trialforce do for your commercial app?
Using Trialforce, you can configure your commercial app to your specifications, include relevant sample data, and even customize the look and feel of your app to reflect your company’s branding. This enables you to reach a wider range of customers and maximize the distribution and adoption of your app.
Which is better AppExchange or trialforce for CRM?
A: Generally, AppExchange is effective for existing Salesforce CRM customers, while Trialforce works great with new customers. Trialforce and AppExchange are complementary, both can be used as distribution engines for your application. As an option on your listing, you can offer your prospects a brand new environment to test out your application.