1. Overview

This document outlines the step-by-step process for setting up a Trial Source Org (TOS) in Salesforce. TOS is typically used for pre-sales demos, testing, or evaluation purposes.

2. TOS Creation

2.1 Via Salesforce Environment Hub

1. Log in to the Salesforce Environment Hub-enabled org.

2. Navigate to App Launcher → Environment Hub.

3. Click Create Org.

   

4. Choose:

   • Purpose: Test/Demo

   • Create Using: Standard Edition

   • Edition (e.g., Enterprise)

   • Org Name

   • Admin User

     

5. Click Create.

6. Wait for confirmation email with login credentials.

2.2. Via Salesforce Partner Portal

1. Log in to partners.salesforce.com.
2. Go to Manage Orgs.
3. Select Request a Trial force Source Org.
4. Fill in required details and submit the request.
5. Monitor your email for provisioning and access details.

3. BN Package Installation

1. Pre Installation Steps
2. Installation