This document provides an overview of TrialForce, Salesforce's tool for ISVs to provide trial environments of their apps to potential customers. It describes the key components of TrialForce - the TrialForce Management Org (TMO), TrialForce Source Org (TSO), and TrialForce templates. It also explains how to set up a TMO, configure a TSO with an app package and demo data, create TrialForce templates, and use the Signup API or web forms to deploy templates and spin up trial orgs for customers to evaluate an app.

1. ISV Tech Talk: TrialForce
Douglas Rosenbaum
ISV Technical Evangelist

2. Safe Harbor
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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

8. 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

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

15. Trialforce Components Continued
Trialforce
Management
Organization
(TMO)
Trialforce
Source
Organization
(TSO)
Trialforce
Template
Trial
Org
Trialforce
Template
Trial
Org
Trial
Org
Trialforce
Source
Organization
(TSO)
Trialforce
Template
Trial
Org

16. Have My Template, Now What?
AppExchange Website Signup API

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

18. AppExchange Listing
• Get it Now
• Control your Demo Experience

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