Create a template to simplify signing up trial organizations.
Required Editions
| Available in: Salesforce Classic |
| Available in: Developer Edition |
| User Permissions Needed | |
|---|---|
| To manage Trialforce: | Customize Application |
The default trial length is 10 days for trial orgs created from a Trialforce template. To change the trial length associated with this template, contact Salesforce Customer Support.
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Click New Trialforce Template. You can create a template
only if your TSO is less than or equal to 1 GB.
You can create up to 10 Trialforce templates per TSO. If this button is unavailable, delete the excess templates before creating new ones. Partners that require additional templates can contact Salesforce Partner Support.
- Specify a description of the template and whether to include data in the dialog that appears.
- Click Save.
You‘re sent an email with the ID of the new template after it’s generated. Submit the template for review before you can use it to sign up trial organizations. Remember to generate a new template each time you make updates to your TSO so that your trials always reflect the most recent state.
Each template has a status with one of these values.
| In Progress | When a template is first created, it always has this status. It then moves to either Success or Error status. |
| Success | The template can be used to create trial organizations. |
| Error | The template cannot be used because something has gone wrong and debugging is required. |
| Deleted | The template is no longer available for use. Deleted templates are removed during system updates. |