Environment Hub Fundamentals (Salesforce Partners)

1. Environment Hub Fundamentals
Partner Solution Engineering
Chris Duplantis, Sr. Manager Partner Solution Engineering
Jim LeValley, Director Partner Solution Engineering
Jon Roldan, Business Solutions Analyst

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What can I do with Environment Hub?
• Create new organizations for development, testing, and demos.
• Connect existing organizations, with automatic discovery of parent and child
organizations.
• View all of my organization’s expiration dates in one place.
• Log in to connected organizations from one location, with optional support for single-
sign on (SSO).
• If you want to connect existing organizations or enable SSO functionality, configure and
deploy My Domain in this organization first.
Environment Hub Fundamentals

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Get Started with the Environment Hub
Requesting Environment Hub (for SI partners)
1. Create an Developer Environment Org*
http://developer.salesforce.com/signup
2. Contact Salesforce to enable the Environment Hub
in your org. **Include the number of Environment Hub users you will
need in the case. Only 2 users are licensed by default.
https://partners.salesforce.com/newPartnerCase?subt
opic=EnvironmentHub
3. For more information:
https://developer.salesforce.com/docs/atlas.en-
us.206.0.packagingGuide.meta/packagingGuide/envir
onment_hub_intro.htm
* If you’re an ISV partner, you can skip these steps. The Environment Hub is
already installed in your Partner Business Org.

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Get Started with the Environment Hub
Enable My Domain in order to connect existing organizations
1. Go to‘Setup’by clicking the
configuration wheel
2. Search for‘My Domain’in the quick
search
3. Find an available sub-domain name and
sign up for it.
From Setup, enter My Domain in the Quick Find box,
then select My Domain.
4. Test your sub-domain name and deploy
it to your org.
Click the URL in the confirmation email to log in to
Salesforce using your new domain.
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Manage Orgs in the Environment Hub
Connect an Org to the Environment Hub
1. Select Connect Org
2. Enter the admin username for the org that you
want to connect
3. By default, single sign-on (SSO) is enabled for the
org you connected. To disable SSO, deselect Auto-
enable SSO for this org.
4. For more information:
https://developer.salesforce.com/docs/atlas.en-
us.206.0.packagingGuide.meta/packagingGuide/e
nvironment_hub_manage_connect_org.htm
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Manage Orgs in the Environment Hub
Create an Org from the Environment Hub
1. Select Create Org
2. Choose an org purpose.
• ‘Development’– Partner Developer Edition, the best
org ever because it doesn’t expire! Use this org for
development and long-term demo environments.
• ‘Test/Demo’– Use these org to test against specific
versions of Salesforce. These orgs expire.
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Manage Orgs in the Environment Hub
Create an Org from the Environment Hub
‘Trialforce’– Create an Org from an
existing trialforce template
1. Select the‘Create Using’radio button
2. Enter the trialforce template ID
3. Fill in the remaining fields
4. Read the Master Subscription
Agreement, and then select the
checkbox
5. Select Create
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Manage Orgs in the Environment Hub
Create a Trialforce Template
1. Create a Partner Developer Edition Org
2. Contact Salesforce Partner Support to enable
trialforce on your PDE
https://partners.salesforce.com/newPartnerCase?subtopic=trialforce
3. Once enabled, login to your PDE and click‘Setup’
and search for‘trialforce’ *Only available from classic
interface
4. Click create new template
5. Fill in required fields and click save
6. Wait a few mins for your template to spin up
7. You will receive your template ID in an email from
Salesforce

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Best Practices for using Environment Hub
The top 5 best practices are:
I. Use trialforce to create copies of your master demo org for your developers
II. Utilize the Partner Developer Edition, which is only available in Environment Hub,
because:
1. It never Expires
2. It has the ability to clone copies of both the configuration and managed package with trialforce
3. It provides more licenses than publicly available DE Org
III. Utilize the Org description field to clearly identify and differentiate your organization’s
purpose

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Best Practices for using Environment Hub
IV. Configure list view to show expiration dates of your Orgs
1. Select‘My List’Under Hub
Members
2. Select the down arrow
next to the configuration
wheel.
3. Select‘Fields to Display’
4. Select‘Org Expiration Date’
from the‘Available Fields’
and click the‘>’
5. Click Save
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Best Practices for using Environment Hub
Get the most out of Environment Hub
V. Use one Environment Hub to manage all your orgs. Using multiple hubs defeats the purpose.

12. Thank Y u