Introduction to Trialforce (Slides)

What This Deck Will Cover • What is Trailforce

• Trialforce Management Org

• Trialforce Source Org

• Submitting a Template for Review

• Methods of Distributing Trials

What is Trialforce?

• Trialforce provides a simple way to provision free trials and deploy your Force.com app from your own website, or any other site.

Template

Your Company Website

Customer

Trialforce Management Org (TMO)

The Trialforce Management Org (TMO)

• The TMO is the Salesforce organization where you manage your application’s trials

• The TMO is a stand-alone organization separate from your Business Org and your Packaging Org

TMO: Key Features

• Custom Branding for Trialforce –  Branded Login pages –  Branded Email Sets

• Managing Trialforce Templates –  Generate Trialforce Source Organizations

to create and customize Trialforce templates

Setting up the TMO

• Getting Access – Create an Org using Environment Hub

to become your TMO Type of Org: Partner Developer Org

–  Log A Case (enabling TMO) •  Log a new case in the Partner Community

–  Type: AppExchange & Feature Request –  Subtype: Trialforce –  Include in Description: Org ID, Application Name and

Additional Details of Request

Trialforce Source Org (TSO)

What is the Trialforce Source Org (TSO)?

• The TSO is a Salesforce.com Organization that is used as a template for a trial

• 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

Creating Trialforce Source Orgs

1.  In your TMO, 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

6.  Get your trial template approved

Methods of Distributing Trials

• The Signup API –  A Salesforce object that helps with creating trials, capturing

leads, and tracking your current trials

• Providing Trials through your website (WebForm) –  Direct them to the new form for creating signup request records

• AppExchange –  Used to provide a trail from your AppExchange listing – “Get It

Now” Button

Submitting Trialforce Templates for Review • AppExchange Method

–  Submit via AppExchange Publishing Console

• Sign- Up API –  Log a Case via Partner Community (requesting access to

Sign-Up API and template approval)

• WebForm –  Log a Case via Partner Community (requesting access to

the webform and template approval)

Submitting Template for Review - AppExchange Method •  If you want to list your trial on the AppExchange, you have to submit it for review

–  Go to the AppExchange Publishing Console –  Link your TSO to your organization (your Partner Business Org) –  Install application and create Template –  On the Publishing Home page, select the “Your Trial Templates” tab –  Click “Start Review” for each template you want to submit for approval

Submitting Template for Review – Sign Up API & WebForm • Sign Up API

–  Log a Case to request permission in Business Org •  Type: AppExchange & Feature Request •  Subtype: Trialforce •  Description: Source Org ID, Template ID, Request for access in Business Org, and include detail of the request

• WebFrom

–  Log a Case – Approve Template for Sign Up API •  Type: AppExchange & Feature Request •  Subtype: Trialforce •  Description: Source Org ID, Template ID, Request for access to the WebForm, and include detail of the request

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

Next Steps

1. Reference Onboarding Checklist 2. Review all Content in the Partner Community – Distribute Phase • Trialforce Demo •  ISVforce Guide