Trialforce allows you to easily provision free trials of your offerings. It creates a lead in the License Management App to track usage and conversions. With Trialforce you can run marketing campaigns, customize trials, and manage multiple offerings from one place. Trials let non-admin users try apps without accessing production environments.
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Forward-Looking Statement
5. • Why use trialforce ?
• Basic terminology in trialforce setup
• Understanding the Relational Architecture
• Ways to create TSO
• Template Versioning & Upgrade behavior
• Custom Branding & Benefits
• Provide free Trials
• Demo using Environment Hub
• Q&A
Agenda..!!
6. Why use Trialforce
Trialforce lets you provision a free trial of your offering quickly and easily. Each time a trial is
provisioned, Trialforce creates a lead in the License Management App, which helps you track
usage and convert prospects into paying customers. With Trialforce, you can:
● Run your own marketing campaign to maximize customer reach and adoption.
● Customize your offering, including branding, functionality, design, data, and trial
experience.
● Manage trials for multiple offerings, versions, and editions from one convenient place.
● Let customers, including non-admin users, try your app or component without logging in
to their production environment.
7. Basic terminology in Trialforce setup
TMO: Trialforce Management Org lets you create and manage Trialforce Source Orgs (TSO)
and specify custom branding for your login page and emails.
TSO: A Trialforce Source Organization (TSO) acts as the basis for a new trial org. You can
create a trialforce template from TSO org.
Trialforce Template: A Trialforce template is a snapshot of your Trialforce Source
Organization (TSO) at a given instance in time.
Free Trial/Demo Org: A free demo org created from TSO org using trialforce template id. A
trial environment where customer can experience your offerings.
9. Ways to create TSO
Using TMO: TMO is the central location to manage all your TSOs. You can do following two
tasks in the TMO org.
• Create Trialforce source orgs.
• Define Templates for custom branding
Using Environment Hub: This is also a central location to manage your TSOs, demo
orgs(free trial orgs).
• Create TSOs from Environment Hub
• Create Demo Orgs specifying the trialforce template
11. Custom Branding & Benefits
Pre-requisites:-
• Must have a TMO ready
• Must be qualified ISV partner, and your offering must have passed the AppExchange
security review.
Using custom branding you can :–
• A branded login page enables you to specify your login domain and login site .
• A login domain ends with .cloudforce.com, so if your company name is “abc,” your
login domain is abc.cloudforce.com.
• Your custom login site includes your text and company logo and mobile-friendly
versions of your login site.
• You can setup and branded emails.
• Branded emails allow you to specify fields in system-generated emails so that your
company name, address, and other pertinent details are used in email
correspondence.
12. Provide free trials
❖ Using App-Exchange: Client can directly begin the trial of your offering from the app-
exchange listing. This is the easiest way to make your trial available as it is required few
steps to configure.
❖ Using Trialforce
❖ Using test drive: Publishing > Listing > Trial Tab > Offer a test drive
❖ Free Trial on your website: Expose an HTML form on your website, once the prospect
submit the form, Salesforce spin a free trial org based on the template.
❖ Using SignUpRequest API: This is the programmatic approach where you can
have the full control of the sign-up process using advance level of customizations.
