Trialforce allows companies to provision free trials of their Force.com applications from their own websites. It utilizes a Trialforce Source Org to pre-configure trials, including installing apps and sample data. Templates are then generated from the Trialforce Source Org and used to automatically provision free trial orgs for customers. The Trialforce process involves setting up a Trialforce Management Org to brand the trial experience, and submitting templates for approval to be linked to a website form or made available through the Environment Hub.

1. Introduction to Trialforce

2. • Trialforce provides a simple way to provision free trials and deploy your
Force.com app from your own website, or any other site
What is Trialforce?
Template
Your Company Website
Customer

3. Getting Started with Trialforce

4. • The Environment Hub helps you
create and manages instances
of Salesforce
• From the Environment Hub, you
can create Trialforce Source
Orgs, which in turn allow you to
create templates for customer
trial org creation
• Learn more at p.force.com/hub
Environment Hub

5. • Choose which Salesforce organization
you want to use as your hub
organization
• Submit a case via the Partner
Community (case type - General >
Environment Hub)
• Once the feature has been enabled,
you can login and begin creating your
Trialforce Source Orgs (TSO)
Getting Access to Environment Hub

6. Trialforce Source Org (TSO)

7. • The TSO is a Salesforce
Organization that is used to create
templates for a trial
• The TSO is created using
Environment Hub
• 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
What is the Trialforce Source Org (TSO)?
Trialforce
Management
Organization
(TMO)
Environment
Hub
Trialforce
Source
Organization 1
Trialforce
Source
Organization 2
Trialforce
Template 1
Trialforce
Template 2
Free Trial
Organization 1
Free Trial
Organization 3
Free Trial
Organization 2
• TMO – Brand your Trial;
Create Source Orgs
• Env. Hub – Create Source
Orgs
• Install app and sample data
• Customize and Configure
• Specify Branding
• Create Trialforce Template
• Request HTML Form
• Setup Trial Registration
• Provision free trial
organizations

8. 1. From Environment Hub, 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
Creating Trialforce Source Orgs

9. Branding Your Trial

10. • If you wish to use custom
branding for your customer trials,
use the TMO
• The TMO is the Salesforce
organization where you manage
the branding of your trial
experience
• The TMO is a stand-alone
organization separate from your
Partner Business Org
The Trialforce Management Org (TMO)
Trialforce
Management
Organization
(TMO)
Environment
Hub
Trialforce
Source
Organization 1
Trialforce
Source
Organization 2
Trialforce
Template 1
Trialforce
Template 2
Free Trial
Organization 1
Free Trial
Organization 3
Free Trial
Organization 2
• TMO – Brand your Trial;
Create Source Orgs
• Env. Hub – Create Source
Orgs
• Install app and sample data
• Customize and Configure
• Specify Branding
• Create Trialforce Template
• Request HTML Form
• Setup Trial Registration
• Provision free trial
organizations

11. Custom Branding for Trialforce
- Branded Login pages
- Customize the icons and
color scheme of your trial’s
login page
- Branded Email Sets
- Customize the branding and
contents of any automated
emails sent during the trial
TMO: Key Features

12. Getting Access
- Select your TMO org
- Create a new Partner Developer
Org using Environment Hub
- Alternatively, you can use your
packaging DE org as your TMO
- Submit A Case
- Submit a case via the Partner
Community with your Org Id
(case type - ISV Technology >
Trialforce > Subtopic: Trialforce
Management Org)
Setting up the TMO

13. • Providing trials using a Webform
• Direct your customers to your website to sign up for a trial of your
application
• Environment Hub
• Create trials using a template from within Environment Hub
• The Signup API
• A Salesforce object that helps with creating trials, capturing leads,
and tracking your current trials
• AppExchange
• Provide a trial of your application through your AppExchange listing
Distributing Trials

14. In order to use your template to spin up customer trials, your template
must be approved. Approval methods vary depending on how you’re
offering the trial experience to your customers.
• Webform
• Submit a case via the Partner Community to have your template
approved and linked to your webform
(Case type – ISV Technology > Trialforce > Subtopic: Webform)
• Environment Hub / Signup Request API
• Submit a case via the Partner Community to have your TSO
approved for use with Environment Hub and Signup API
(Case type – ISV Technology > Trialforce > Subtopic: Trialforce Source Org Approval)
Submitting Templates for Review

15. • AppExchange
• If you want to list your trial on the AppExchange, you must submit the template
for Security Review
• Click on the Publishing tab in the Partner Community
• Link your TSO to your Publisher
• On the Publishing Home page, select the “Trial Templates” tab
• Click “Start Review” for the template you want to submit for approval
Submitting Templates for Review (cont.)

16. 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
Environment Hub
http://p.force.com/hub
Resources

17. 1. Reference the Partner Onboarding Checklist
2. Review all of the Training Modules in the Distribute Phase of the
Partner Community, including:
• Trialforce Slides
• ISVforce Guide
Next Steps

18. Thank you