---
schema_version: "1"
id: 57a9782af674299f4bf68d06ed322c11af70a984286cda6bd608d203f4f62b77
title: Update Your Trialforce Template
collection: developer
version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/platform-pkg-exchange/isvforce/guides/free-trial-modify-upgrade.md
canonical_url: https://developer.salesforce.com/docs/platform/isvforce/guide/free-trial-modify-upgrade.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: 563a8fc637250f9910cd4f8b7bc88d4951de838587c460f37920f9aef7e6361d
products:
  - ISVforce Guide
  - merged-docs
---

# 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.

## Before You Begin

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

## Steps

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](https://help.salesforce.com/s/) 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**  


-   [Create and Manage Trialforce Source Orgs](https://developer.salesforce.com/docs/platform/isvforce/guide/trialforce-create-source-organization.md)
-   [Create a Trialforce Template](https://developer.salesforce.com/docs/platform/isvforce/guide/trialforce-creating-template.md)
-   [Provide Free Trials on Your AgentExchange Listing Using a Trialforce Template](https://developer.salesforce.com/docs/platform/isvforce/guide/free-trial-appexchange-trialforce.md)