Trialforce Best Practices

Apply these best practices to create trial experiences that engage prospects and increase conversion.

To tailor trials to specific audiences, create multiple Trialforce Source Organizations (TSOs). For example, create a unique TSO for each of the industry verticals that you serve.
To bring trials to life, add sample data to TSOs.

Trialforce replaces data that appears to be 15- or 18-character Salesforce IDs. Avoid specifying IDs within strings in object fields, JavaScript, or files.
Note
Apply custom branding to your trial signup form, login page, and emails.
After you set up Trialforce, test the signup experience to confirm that everything works as expected. Testing also helps you identify areas where you can improve the signup process.
When you release a new version of your solution, update the related Trialforce template.