TrialForce allows companies to easily provide free trials of their applications to prospects by configuring TrialForce templates. A TrialForce template is a virtual machine image used to create Salesforce trial environments. Companies set up a TrialForce Management Organization that acts as a factory to generate source orgs for building and customizing trial templates, which can then be updated and spun up as new trial experiences for prospects.
How to Enhance Salesforce Experience with TrialForce?
1. How to Enhance Salesforce
Experience with
TrialForce?
TM
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2. What Is
Trialforce?
Trialforce can be described as the technology that helps you seamlessly and effortlessly deliver free
trials to your prospects and customers. By using Trialforce, you can easily configure your commercial
applications according to your specifications.
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The best thing is that you can also include relevant sample data and customize
the appearance and feel of your applications to reflect the branding of your
enterprise
3. Trialforce Template
A Trialforce Template can be described as a virtual machine image that is used as a template to
create new instances of a Salesforce1 environment. Let us assume that you as an ISV are offering a
trial or sample of your solution that is restricted in duration and size.
A Trialforce Management Organization (TMO) is a Salesforce organization that lets you create Source
Orgs. Through it, you can build your own tools, functionalities, and methodologies and configure
them as required to apps and solutions. The best part is that everything can be done with just the
click of a button in the Trialforce Management Organization.
Trialforce Management Organization
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4. The process of setting up trials
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The first and foremost thing that you will require is to get
the Trialforce Management Organization that is the factory
of Source Orgs.
Thereafter, you can create one or more Source Orgs
using the TMO for preparing your trial experience.
You can then proceed to create trials and templates
for your customers after the Source Org has been
configured.
5. How To Setup The Source Org?
The Trialforce Source Org is very much similar to an Enterprise Edition Org. You can start with the
installation process of your managed package and loading sample data after you have logged in. It is
important for you to consider here that most configuration and data in this Source Org will get
copied into the template.
One of the best things about Trialforce is that you get the wonderful opportunity of creating new
and improved versions of the trial template and update the experience for the prospects of your
enterprise. You will need just the ID of the template generated by the Source Org and you can spin
up the new trial experience.
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Is the trial template a one-off? How can I update the trial experience?
6. If you’re looking for a reputed and professional Salesforce Development Company and
Salesforce Implementation Partner, Cloud Analogy is the name that you can always
trust. Our teams of certified Salesforce developers, Salesforce administrators, and
Salesforce consultants have the expertise having assisted hundreds of small, medium,
and big-sized enterprises.
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