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Creating a Trialforce Source Organization

Available in: Developer Edition

User Permissions Needed
To manage Trialforce: “Customize Application”

Using a Trialforce Management Organization (TMO), you can create a Trialforce Source Organization (TSO) to act as the basis for new trial organizations. Install your package on the TSO and also some data so your prospects have something they can play with when they first log in to their trial organization. The TSO is always an Enterprise Edition organization.

You have two options for creating a TSO: using a Trialforce Management Organization (TMO) or the Environment Hub. If you’ve already set up Environment Hub, using it to create a TSO can be more convenient. For details, see: Creating a New Organization from the Environment Hub.

Custom branding is not supported in TSOs created using the Environment Hub. If you plan to brand your emails or login page, create the TSO from a TMO instead.

Note

To create a new TSO from a TMO: –
  1. Log in to your TMO.
  2. From Setup, click Trialforce | Source Organizations.
  3. Click New.
  4. Enter a new username and email address for the administrator account.
  5. Enter a name for the TSO and optionally, specify the custom branding by choosing a branded email set or login site.
  6. Click Create.
You’ll receive an email with the login details for your TSO. You can then log in to the TSO and install your package along with any sample data and configurations. You can also, optionally:
  • create a custom profile
  • create new users
  • create sample records
The goal is to configure the TSO exactly as you want your customers to experience it. You can then create a Trialforce template, which is a snapshot or exact copy of your TSO at a specific point of time.

Here are some special considerations in working with a TSO.

  • Always associate a managed package to its License Management Organization (LMO), before installing the app into your TSO. If you don't follow that order, trial organizations provisioned from the TSO won't generate leads or licenses in the LMO.
  • Ensure the admin of the TSO has a license to the app in the TSO before creating the Trialforce template.
  • You can create multiple TSOs from your TMO. This enables you to set up trials for different products, each with its own configuration and branding.
  • All new TSOs have a one-year expiration date. Log a case to request an extension if you plan to use the TSO for a longer period.

Note