Others say a longer free trial (+14 days) lets users explore your product at their leisure, and it becomes stickier.Ĭompanies need to stop thinking of a free trial just in terms of days and also consider user behavior. Some argue for short trials (7 days) to create urgency for the user.

Now that your Dropbox Sign account is set up, head back to your Salesforce account and the Dropbox Sign settings menu and click 'Connect'.įor additional information and more guides to getting set up please check out our Admin Guide.How long should your free trial period be to drive customer retention?įree trial periods are a good possibility for business owners to pitch the product or services to their potential clients, yet people have double thoughts about the length of free trials. You'll receive a verification email which will guide you to set up your password and log you into your new Dropbox Sign account.ħ. If you already have a free Dropbox Sign account, simply click on 'Connect' and you're ready to start setting up!Ħ. Dropbox Sign will pre-populate your Salesforce user email since your Dropbox Sign email needs to match to establish a connection between Salesforce and Dropbox Sign. Within the Dropbox Sign settings menu, you'll need connect your Dropbox Sign account, if you don't have one click on 'Create an Account'. Once installed, navigate to the App Launcher within Salesforce and select Dropbox Sign. Next, choose who Dropbox Sign is to be installed for by selecting one of the options.Ĥ. Be sure all the required fields are filled out. In the next prompt, choose where you'd like to install the package: Sandbox or Production. Log into your Salesforce account or to create a new account if you don't have one. Be sure to access the Salesforce AppExchange by going through your browser and not directly through your Salesforce account.Ģ. Go to the Salesforce AppExchange, search for Dropbox Sign then click on green 'Get it' button. If you have a free Dropbox Sign account, not a free trial account, or you've never had a Dropbox Sign account before, you're eligible for a free trial of Dropbox Sign for Salesforce! To sign up and install, follow the instructions below.ġ.

Dropbox free trial