Update Your Trialforce Template

If you update your solution or custom branding, update your Trialforce template to reflect the changes. If you use SignupRequest API to deliver trials, log a case to approve the new template. If you deliver trials using AgentExchange only, skip this step.

User Permissions Needed 
To manage Trialforce:Modify All Data
To create or update AgentExchange listings:Manage Listings

  1. Install your updated managed package or extension package into your Trialforce Source Org (TSO).

  2. Update your TSO. For example, add fresh sample data or update the custom branding.

  3. Create an updated Trialforce template.

  4. If you deliver trials on AgentExchange, add the updated template to your listing in the AgentExchange Partner Console.

  5. If you use SignupRequest API to deliver trials, log a case to approve the new template.

    1. Log in to Salesforce Help with the username that you used to register for the Salesforce Partner Community.

    2. Click ?, and then click Log a Case for Help.

    3. For Subject, enter Requesting Trialforce Template Approval.

    4. For Description, note that you’re a Salesforce partner and you’re requesting your TMO. Include your TSO ID, the updated Trialforce template ID, and the org to use for creating signups.

    5. When prompted to select a product, click Pick a different product / topic.

    6. For Product, select Partner Programs & Benefits.

    7. For Topic, select ISV Technology Request.

    8. Select an instance type and severity level.

    9. Click Create a Case.

See Also