---
schema_version: "1"
id: b66fdfa7fe790dfebd3b29942446470c07aff37f0778dd2f687dbe358f79ed03
title: Which Trial Method Is Right for My AppExchange Solution?
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/trialforce_why_use.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.trialforce_why_use.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b2c6d5351805e263d11a3b77e53b432bbb2471b8e4cbbcdcab7af7f6c2b1eac2
description: The first step to offering trials of your AppExchange solution is to pick a delivery method. You can provide trials on your AppExchange listing using test drives or Trialforce orgs, or you can provide trials on your website using SignupRequest API. Learn about the differences between trial methods, and decide which options work best for your business.
products:
  - Salesforce Platform
release: "264"
---
# Which Trial Method Is Right for My AppExchange Solution?

The first step to offering trials of your AppExchange solution is to pick a delivery method. You can provide trials on your AppExchange listing using test drives or Trialforce orgs, or you can provide trials on your website using SignupRequest API. Learn about the differences between trial methods, and decide which options work best for your business.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-apps-264-0-0-production-enus/c91906f5-d826-45cc-a070-1fefcf5fc3ea/images/icon_tip.png)

Tip Choose one trial method or several—it’s up to you! In general, the greater the variety of options, the more likely that prospects are to convert.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:14.285714285714285%">
        <col style="width:28.57142857142857%">
        <col style="width:28.57142857142857%">
        <col style="width:28.57142857142857%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d243e44">Trial Method</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d243e47">Where Are Trials Delivered?</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d243e50">How Does It Work?</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d243e53">Advantages</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Trial Method" class="slds-cell-wrap" style="vertical-align:top;" headers="d243e44 ">Trialforce</td>

          <td data-label="Where Are Trials Delivered?" class="slds-cell-wrap" style="vertical-align:top;" headers="d243e47 ">Your AppExchange listing</td>

          <td data-label="How Does It Work?" class="slds-cell-wrap" style="vertical-align:top;" headers="d243e50 ">
            <p>Using a Trialforce Management Org or Environment Hub, you create a Trialforce
              Source Org (TSO), install your solution, and add sample data. Using your TSO, you
              create a Trialforce template.</p>
            <p style="margin-bottom:0;">On AppExchange, your prospect requests a trial. They
              receive login credentials for a unique trial org based on your Trialforce
              template.</p>
          </td>

          <td data-label="Advantages" class="slds-cell-wrap" style="vertical-align:top;" headers="d243e53 ">
            <ul>
              <li>Offer flexible trial experiences using environments that prospects can keep and
                customize.</li>

              <li>Add optional branding to your trial experiences.</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Trial Method" class="slds-cell-wrap" style="vertical-align:top;" headers="d243e44 ">Test Drive</td>

          <td data-label="Where Are Trials Delivered?" class="slds-cell-wrap" style="vertical-align:top;" headers="d243e47 ">Your AppExchange listing</td>

          <td data-label="How Does It Work?" class="slds-cell-wrap" style="vertical-align:top;" headers="d243e50 ">
            <p>Using a preconfigured Trialforce template, you create a test drive org, install
              your solution, and add sample data.</p>
            <p style="margin-bottom:0;">On AppExchange, your prospect requests a test
              drive. They’re directed to a read-only org that doesn’t require login
              credentials.</p>
          </td>

          <td data-label="Advantages" class="slds-cell-wrap" style="vertical-align:top;" headers="d243e53 ">
            <ul>
              <li>Offer curated trial experiences using environments that don’t require setup or
                customization.</li>

              <li>Give the widest range of prospects the opportunity to explore your solution,
                including prospects with little Salesforce experience.</li>

              <li>Provide your prospects instant access to a test org</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Trial Method" class="slds-cell-wrap" style="vertical-align:top;" headers="d243e44 ">SignupRequest API</td>

          <td data-label="Where Are Trials Delivered?" class="slds-cell-wrap" style="vertical-align:top;" headers="d243e47 ">Your website using an HTML sign-up form</td>

          <td data-label="How Does It Work?" class="slds-cell-wrap" style="vertical-align:top;" headers="d243e50 ">
            <p>Using a Trialforce Management Org or Environment Hub, you create a Trialforce
              Source Org (TSO), install your solution, and add sample data. Using your TSO, you
              create a Trialforce template.</p>
            <p style="margin-bottom:0;">On your website, your prospect requests a trial. They
              receive login credentials for a unique trial org based on your Trialforce
              template.</p>
          </td>

          <td data-label="Advantages" class="slds-cell-wrap" style="vertical-align:top;" headers="d243e53 ">
            <ul>
              <li>Give prospects who visit your website the ability to try your solution.</li>

              <li>Offer flexible trial experiences using environments that prospects can keep and
                customize.</li>

              <li>Add optional branding to your trial experiences.</li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>

- **[Custom Branding for Trialforce](https://help.salesforce.com/s/articleView?id=platform.trialforce_branding_about.htm&release=264.0.0&type=5)**  
    If you use Trialforce, you can optionally set up a branded login site and emails. By applying your company’s look and feel to a login site and emails, customers are immersed in your brand from signup to log in. Apply custom branding only for non-CRM solutions. Don’t apply it to solutions that extend Salesforce CRM and require standard objects, such as Leads, Opportunities, and Cases.
- **[Create and Edit Your Trialforce Source Organizations](https://help.salesforce.com/s/articleView?id=platform.trialforce_source_organizations.htm&release=264.0.0&type=5)**  
    Use the Trialforce Source Organizations page to manage your Trialforce source organizations.
- **[Create a Trialforce Template](https://help.salesforce.com/s/articleView?id=platform.trialforce.htm&release=264.0.0&type=5)**  
    Create a template to simplify signing up trial organizations.