Trialforce

Everyone likes to try before they buy and free trials provide that opportunity for your prospects. 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. This enables you to reach a wider range of customers and maximize the distribution and adoption of your app.

Watch the videos below, review the What You Need to Know, and additional resources to understand how to setup and use Trialforce. 

Be sure to join, ask questions, and collaborate with other partners in the "Operations Review" Collaboration Group. 

Trialforce Overview
https://youtu.be/5zJ3eE9pmoI
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Environment Hub Overview
https://www.appexchangeguides.com/i/1108150-environment-hub-overview
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1. Watch the Trialforce demo (see Media).
2. With Trialforce, you can offer free trials from both the AppExchange and your own website.
3. Using the Trialforce Source Org, you can create templates for your trials and pre-configure your prospect's trial experience. 
4. Create your Trialforce Source Orgs (TSO) using the Environment Hub. 
5. If you wish to use custom branding for your trial experience, create your Trialforce Source Orgs (TSO) using a Trialforce Management Org (TMO) instead. This org should be a stand-alone organization separate from your Partner Business Org. 
6. 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. When a prospect requests a free trial, they receive an email with details on how to access the trial org, and you receive a lead record and a license record into your Partner Business Org. 
Q: Is it necessary for my app to pass Security Review before I can request the Trialforce Management org?
A: Yes, all AppExchange and Force.com Embedded (OEM) applications are required to pass a security review.

Q: How do I upgrade my trial with a new version of my app?
A: Install the new version of your package into your Trialforce Source Org, then create a new Trialforce template and use the new template to create trials from.
Q: Can I offer my app through both Trialforce and AppExchange?
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. This option means you are going to be using Trialforce on the AppExchange (via a template). 
Q: Can I offer a trial for my customer from a test or demo org I created?
A: Unfortunately, no. Trialforce is the only method you should be using to create and provide trials for customers. Test/demo orgs are to be used only for test/demo purposes. 
Q: Is it possible to install another app in my customer's trial organization?
A: Yes, it is possible. However, every partner's contract will stipulate different terms around installing multiple applications into a single org. Please work with your Partner Account Manager (PAM) if you are unsure about your terms.

Q: I received an error in Environment Hub when using a Trialforce template. The error stated, "We can't create an org with this template because its Trialforce Source Org (TSO) template hasn't been approved." Did I do something wrong?
A: Please submit this case to get your TSO approved, be sure to include your Org ID in the case description. 

Q: If my package was already approved, then does it need to be reviewed again? 
A: If your package was already approved, then it doesn't need to be reviewed again. 

Q: If a Trialforce Source Org (TSO) was already approved, is it necessary to get the TSO approved as well as the template? 
A: The TSO needs to be approved with the package installed in it. Thereafter, every new template created from the TSO will need to be submitted for review through the Publishing Console in the Partner Community. To submit your Trialforce Template for approval, follow these steps: 
  1. Log in to the Partner Community. 
  2. 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.
  3. Click the "Trial Templates" tab. 
  4. Next to the template that you want reviewed, click "Start Review".
Q: Is it possible to install another app into my Trialforce Source Org? 
A: Yes, it is possible. Similar to installing an application into your customer's trial, your contract will have more specifics around this topic. Please work with your Partner Account Manager (PAM) if you are unsure about your terms.
Q: My application uses a license type not offered in the Trialforce Source Org, how can I request it?
A: All Trialforce Source Orgs come with a very small set of licenses. Adjustments to the source org in terms of licenses, permissions, and features must be done through submitting a case in the Partner Community. 
Q: I've extended a customer's application license through the LMA, however the customer is still unable to log in and access the application. Why?
A: Partners manage the application license via the LMA, however partners do not have control over the org's expiration. If the partner wants the org extended for a customer, they must submit a case in the Partner Community to make the request in addition to extending the application license.