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

15. 16