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title: Create a Trialforce Source Org with a Trialforce Management Org
collection: developer
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locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/platform-pkg-exchange/isvforce/guides/trialforce-create-tso-tmo.md
canonical_url: https://developer.salesforce.com/docs/platform/isvforce/guide/trialforce-create-tso-tmo.html
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content_type: documentation
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---

# Create a Trialforce Source Org with a Trialforce Management Org

Use a Trialforce Management Org (TMO) to create a Trialforce Source Org (TSO). After you create the TSO, install your package there. Then configure the TSO as you want customers to experience it.

## Before You Begin

|User Permissions Needed| |
|-----------------------|--|
|To manage Trialforce:|Customize Application|

Available in: Salesforce Classic only.

Before you install your solution in a TSO, associate the solution with your License Management App (LMA). If you don’t complete this step first, the trial orgs provisioned from the TSO don’t generate leads or licenses in the LMA.

## Steps

1.  Log in to your TMO.

2.  If necessary, **Switch to Salesforce Classic**.

3.  From Setup, in the Quick Find box, enter `Source Organizations`, and then select **Source Organizations**.

4.  Click **New**.

5.  Enter a new username and email address for the admin account.

6.  Enter a name for the TSO.

7.  Optionally, specify the custom branding by choosing a branded email set or login site.

8.  Click **Create**.

    You receive an email with the login details for the TSO.

9.  Log in to the TSO and install your solution.

10. Add sample records, custom profiles, new users, or other configurations that help illustrate your solution’s business value.

11. Verify that the TSO admin has a license for the solution that’s installed in the TSO.


## Next Steps

After you finish configuring the TSO, you’re ready to create a Trialforce template.

