demo environment best practices (salesforce partners)
TRANSCRIPT
Demo Environment Best PracticesPartner Solution Engineering
Chris Duplantis, Sr. Manager Partner Solution Engineering
Jim LeValley, Director Partner Solution Engineering
Jon Roldan, Business Solutions Analyst
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In this template you will find six practicesDemo environment best practices
Track your org expiration
dates
Request additional
features
Clone with trialforce
Leveragemanagedpackages
How can I see all of my Org Expiration dates in one place?
How can I add licenses or features to my demo orgs?
How can I copy this cool demo org that I have created?
How can I quickly set up my demo orgs with features my firm has developed?
Advertise in nextlevel
partner finder
How can I have my firms solution showcased in the SDO so that Salesforce SE’s can demo it?
Choose thecorrect
demo org
Which environment is right for me?
4
In this template you will find six practicesDemo environment best practices
Track your org expiration
dates
Request additional
features
Clone with trialforce
Leveragemanagedpackages
How can I see all of my Org Expiration dates in one place?
How can I add licenses or features to my demo orgs?
How can I copy this cool demo org that I have created?
How can I quickly set up my demo orgs with features my firm has developed?
Advertise in nextlevel
partner finder
How can I have my firms solution showcased in the SDO so that Salesforce SE’s can demo it?
Choose thecorrect
demo org
Which environment is right for me?
5
• Choose the correct environment based on your use case.
• Different environments should be used for Opportunities, Learning, Development, Showcases or Pre-releases.
• Consider using the Partner Developer Edition because it never expires and supports Trialforce
• For more information sign up for our ‘Choosing the correct demo environment’ web cast
Which environment is right for me?Choose the correct demo environment
6
In this template you will find six practicesDemo environment best practices
Track your org expiration
dates
Request additional
features
Clone with trialforce
Leveragemanagedpackages
How can I see all of my Org Expiration dates in one place?
How can I add licenses or features to my demo orgs?
How can I copy this cool demo org that I have created?
How can I quickly set up my demo orgs with features my firm has developed?
Advertise in nextlevel
partner finder
How can I have my firms solution showcased in the SDO so that Salesforce SE’s can demo it?
Choose thecorrect
demo org
Which environment is right for me?
7
• Use Environment Hub to manage ALL your Orgs
• Keep track of all your expiration dates in one place
• If you need to extend the expiration date on an Org, open a case on Partner Community and be sure to include the Org ID and business case
• To get Environment Hub and learn more go to http://p.force.com/hub
Manage org expiration dates with Environment HubConnect your demo and development environments
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In this template you will find six practicesDemo environment best practices
Track your org expiration
dates
Request additional
features
Clone with trialforce
Leveragemanagedpackages
How can I see all of my Org Expiration dates in one place?
How can I add licenses or features to my demo orgs?
How can I copy this cool demo org that I have created?
How can I quickly set up my demo orgs with features my firm has developed?
Advertise in nextlevel
partner finder
How can I have my firms solution showcased in the SDO so that Salesforce SE’s can demo it?
Choose thecorrect
demo org
Which environment is right for me?
9
1. Submit a case on the Partner Community under
“Features and Activations.”
2. Enter the Org ID for your Trial or PDE org
3. Describe the business case for your request.
Request additional featuresTo showcase the latest and greatest products
10
In this template you will find six practicesDemo environment best practices
Track your org expiration
dates
Request additional
features
Clone with trialforce
Leveragemanagedpackages
How can I see all of my Org Expiration dates in one place?
How can I add licenses or features to my demo orgs?
How can I copy this cool demo org that I have created?
How can I quickly set up my demo orgs with features my firm has developed?
Advertise in nextlevel
partner finder
How can I have my firms solution showcased in the SDO so that Salesforce SE’s can demo it?
Choose thecorrect
demo org
Which environment is right for me?
11
• Use trialforce to make copies of your demo environments to create customized orgs for industry specific demos
• Use a PDE as your source org because it never expires
• Copy your demo orgs for developing new demo versions without impacting your sales organization
• To learn more go to http://p.force.com/trialforce
Cloning an org with trialforce
12
In this template you will find six practicesDemo environment best practices
Track your org expiration
dates
Request additional
features
Clone with trialforce
Leveragemanagedpackages
How can I see all of my Org Expiration dates in one place?
How can I add licenses or features to my demo orgs?
How can I copy this cool demo org that I have created?
How can I quickly set up my demo orgs with features my firm has developed?
Advertise in nextlevel
partner finder
How can I have my firms solution showcased in the SDO so that Salesforce SE’s can demo it?
Choose thecorrect
demo org
Which environment is right for me?
13
• Move configurations from environment to environment
• Provide an easy way for Salesforce SE’s to demo your solution
• Push changes to all of your demo environments
• To learn more, take the “Build Apps as an ISV Partner” trail
Create managed packagesPackaging your custom components for demos
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In this template you will find six practicesDemo environment best practices
Track your org expiration
dates
Request additional
features
Clone with trialforce
Leveragemanagedpackages
How can I see all of my Org Expiration dates in one place?
How can I add licenses or features to my demo orgs?
How can I copy this cool demo org that I have created?
How can I quickly set up my demo orgs with features my firm has developed?
Advertise in nextlevel
partner finder
How can I have my firms solution showcased in the SDO so that Salesforce SE’s can demo it?
Choose thecorrect
demo org
Which environment is right for me?
15
• Create an easy way for Salesforce SEs to demo your product or service
• Make it easy for Salesforce AEs and SEs to find your offerings
• To learn more go to http://p.force.com/nextlevel
Leverage nextlevel partner finderMake all your hard work count
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