Demo Environment Best Practices (Salesforce Partners)
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This document provides best practices for managing demo environments, including: tracking org expiration dates in Environment Hub; requesting additional features when needed; cloning orgs with Trialforce; leveraging managed packages to easily set up demo orgs; advertising solutions in NextLevel Partner Finder; and choosing the correct demo environment based on use case. It discusses tools like Environment Hub, Trialforce, and managed packages that can help implement these practices.
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Demo Environment Best Practices (Salesforce Partners)
- 1. Demo Environment Best Practices Partner Solution Engineering Chris Duplantis, Sr. Manager Partner Solution Engineering Jim LeValley, Director Partner Solution Engineering Jon Roldan, Business Solutions Analyst
- 2. 3 In this template you will find six practices Demo environment best practices Track your org expiration dates Request additional features Clone with trialforce Leverage managed packages 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 the correct demo org Which environment is right for me?
- 3. 4 In this template you will find six practices Demo environment best practices Track your org expiration dates Request additional features Clone with trialforce Leverage managed packages 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 the correct demo org Which environment is right for me?
- 4. 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
- 5. 6 In this template you will find six practices Demo environment best practices Track your org expiration dates Request additional features Clone with trialforce Leverage managed packages 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 the correct demo org Which environment is right for me?
- 6. 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 Hub Connect your demo and development environments
- 7. 8 In this template you will find six practices Demo environment best practices Track your org expiration dates Request additional features Clone with trialforce Leverage managed packages 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 the correct demo org Which environment is right for me?
- 8. 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 features To showcase the latest and greatest products
- 9. 10 In this template you will find six practices Demo environment best practices Track your org expiration dates Request additional features Clone with trialforce Leverage managed packages 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 the correct demo org Which environment is right for me?
- 10. 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
- 11. 12 In this template you will find six practices Demo environment best practices Track your org expiration dates Request additional features Clone with trialforce Leverage managed packages 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 the correct demo org Which environment is right for me?
- 12. 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 packages Packaging your custom components for demos
- 13. 14 In this template you will find six practices Demo environment best practices Track your org expiration dates Request additional features Clone with trialforce Leverage managed packages 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 the correct demo org Which environment is right for me?
- 14. 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 finder Make all your hard work count
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