Offering a Test Drive means staging a shared demo org and connecting it to your AppExchange listing through the Partner Console. Link your managed package to the listing first, then enable the test drive and point it at your evaluation org.
- Build and stage the test drive org
Create the org from a Trialforce template in Environment Hub, install your managed package, and load realistic sample data that shows the app at its best.
- Lock down the evaluation user
Edit the evaluation user, confirm the test drive evaluation profile is assigned, and grant only read-only access so visitors can look but never change the staged data.
- Link the managed package to your listing
In the Partner Console, make sure a managed package for your solution is associated with the listing, since a test drive cannot be enabled without one.
- Enable the test drive on the listing
Open the listing in the Partner Console, find the test drive option, toggle it on, and provide the test drive org ID with the evaluation user's username and password.
- Publish and test the button
Save and publish, then click the test drive button on your live listing yourself to confirm visitors land in the right org as the evaluation user.
The org ID of the shared demo environment AppExchange logs visitors into when they click the button.
The username and password of the read-only evaluation user; AppExchange uses these to sign every visitor in automatically.
The restricted profile assigned to the evaluation user that defines read-only access and which tabs, objects, and records appear.
The packaged solution tied to the listing; required before the test drive option can be turned on.
- A test drive is read-only and shared, so never rely on it to demo create or edit flows; use a free trial for editable scenarios.
- Anyone clicking the button shares one org, so a profile that allows edits could let a visitor break the demo for everyone after them.
- You must link a managed package to the listing before the test drive option becomes available.
- The test drive org is exempt from security review, but the managed package you list still has to pass the normal review.