1. ISV Tech Talk: TrialForce
Douglas Rosenbaum
ISV Technical Evangelist
2. Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of
the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service
availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future
operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use
of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service,
new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions
or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and
acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and
manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and
utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is
included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These
documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be
delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
3. Agenda
• Overview of Trialforce
• What are the pieces of Trialforce?
• How/where can I create trial orgs from Trialforce?
• How should I use Trialforce?
4. 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
5. Your App, Your Way, Direct to Your New Customer
Template
Your Company Website
Customer
Org
6. 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
7. 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
9. 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
10. Creating Trialforce Source Orgs
From Trialforce Management Org:
1. Setup -> Trialforce -> Source Orgs
2. Click New
11. Creating Trialforce Source Orgs
From Environment Hub:
1. Choose Create Organization
2. Purpose = Trialforce
3. Not Linked to TMO – Not Branded
12. 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
13. 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
14. Bam New Template
• Configure TSO exactly as you
want it
– Your Packages
– Your Data
• Setup -> Trialforce
• New Template
17. 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
19. Your Website – HTML Form
• Request Form from Salesforce
• Customize the HTML Form
• Add it to your website
Your Company Website
20. 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
21. 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.
22. How Should I use Trialforce?
• Customer Trials
• Sales Engineers
– Demo Environments
• Testing
• ?
23. 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