Choosing the Right Demo Environment (Salesforce Partners)
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This document discusses different types of Salesforce demo environments that can be used for various purposes like opportunities, learning, development, and showcasing. It describes the key environments like Partner Developer Edition (PDE), Simple Demo Org (SDO), and Integrated Demo Org (IDO) and compares their features such as expiration dates, included licenses, and suitability for different use cases. The document recommends choosing the PDE for most opportunities as it never expires and fully supports environment hub and Trialforce. It also provides guidance on how and when to request access to demo environments like the SDO.
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Choosing the Right Demo Environment (Salesforce Partners)
- 1. Choosing the right demo environment Which environment should I use? Chris Duplantis, Sr. Manager Partner Solution Engineering Jim LeValley, Director Partner Solution Engineering Jon Roldan, Business Solutions Analyst
- 2. 33 Choosing the right demo environment After this presentation, you will be able to: • Understand the different types of environments that are available • Choose the correct environment based on your use case • Understand which licenses are included in each environment • Know which environments expire and which ones don’t • Understand why the PDE is the best solution for most use cases Learning Objectives
- 3. 4 Opportunity Learning Development Showcase Do you know your customer’s requirements and are ready to build a demo for an opportunity? Do you need to learn a specific product before you engage customers or studying for certification? Are you developing or testing an Appexchange application or product integration? Are you building a complex demo to showcase your firm’s capability or technology? Pre-Release Are you preparing for the next product or major cloud release? Choose the correct environment based on your use case Which environment is right for you?
- 4. 5 Choose the correct environment based on your use case Which environment is right for you? Opportunity Learning Development Showcase Do you know your customer’s requirements and are ready to build a demo for an opportunity? Do you need to learn a specific product before you engage customers or studying for certification? Are you developing or testing an Appexchange application or product integration? Are you building a complex demo to showcase your firm’s capability or technology? Pre-Release Are you preparing for the next product or major cloud release?
- 5. 66 Answer these questions to choose environments Opportunity use case PDE SDO Are you a member of a regional presales program*, and you need a multi-cloud demo preconfigured with demo data and demo tools that you can stand up quickly? IDO Do you need a industry specific demo for Retail, Health Services or Financial Services? auto NTO Do you need a multi-cloud demo which includes MC and you don’t mind that it’s scripted and view-only? Stand Alone Do none of the preconfigured demo environments work for you? Start here * Boost, Elite Trailhead, Cloud Futura, etc. Do you need a multi-cloud demo org where you will use your own data that never expires?
- 6. 77 What is the value of the Partner Developer Edition? Never Expires. Because the PDE never expires you don’t have to worry that hard work building a demo will be lost. Fully Supports Environment Hub. PDEs can be created, and cloned right from within Environment Hub. Enable single sign (SSO) to easily switch between Orgs and never have to worry about forgetting passwords. Supports Trialforce. By cloning your PDE, you can continue develop of your master demo without risking breaking something. Your SEs can each have their own personal copy of your firms demo for client customization. Create Managed Packages. Only developer editions have the ability to create and update manage packages. Use the PDE to control all your manage packages. PDE Benefits
- 7. 88 What are the limitations of the Partner Developer Edition? Lack of demo data. The PDE is a completely blank environment, so getting started on your demo will require loading or creating demo data. Does not contain every Salesforce product or feature you may need. To add Service Cloud and other Salesforce features a case must be opened on the partner community requesting additional licenses. CPQ requires installing the managed package. Does not contain demo tooling. The PDE lacks the demo tools contained in the SDO, therefore demo setup could take longer. PDE Limitations
- 8. 99 What is the value of the Simple Demo Org? Maximize showcasing. Allow ISVs, Resellers and SIs to focus their demo building attention on showcasing their intellectual property Reduce demo setup time from days to minutes with the world's most complete Salesforce demo environment. Loaded with time saving tools and perfected by SEs over the past decade. Collaborate better with Salesforce Solution Engineers on deals Quality. Allows even a beginner to deliver a compelling demo Eliminate days of wasted time logging cases to get licenses setup in the current partner demo environments SDO Benefits
- 9. 1010 What are the limitations of the SDO? Expires in a short amount time The SDO expires after 30 days. If you are working on an opportunity or have a business case for an extension, this requires opening a case from the Partner Community and could take several days. Does not automatically update The only way to get the latest version of SDO with new features and bug fixes requires spinning up a whole new SDO. New SDOs are released approximately every three weeks. The SDO is complex Unless you have been trained on the SDO and practice your demo, it’s easy to get lost making our solution look harder not easier SDO Limitations Does not support development of managed applications Only developer editions such as the PDE can be used to develop your manage packages. Does not support Trialforce The SDO is not a good place to develop complex reusable demos because there is no way to clone your work. Customers can not touch the SDO Under no circumstances can a customer touch the SDO. The SDO contains tools which customers are not allowed to see. If your customer needs some hands-on time use a different type of environment.
- 10. 1111 SizeofOpportunity Complexity of Solution Spark, Custom Demo Ignite, Proof of Concept Custom Demo When should I use an SDO versus a custom demo? Simple solutions are single cloud and across a single line of business. Complex solutions are multi cloud and across multiple lines of business. The SDO is best suited for smaller opportunities with simple solutions the SDO simple demo org SDO
- 11. 1212 What are the ways I can get access to the SDO? Nextlevel Partner Finder Contact your ISV Technical Rep to start the process of preparing to be showcased in Nextlevel partner finder. As part of the process, you will need to provide a landing page, demo script and detailed instructions for our SEs to use to demo your solution from the SDO. We will provide an SDO so that you can build and test your demo. Boost (AMER) and Elite Trailhead (EMEA) Work on presales opportunities which have been assigned by your Salesforce GTM. Bring us a lead from your customers. Once we accept the lead and register the opportunity, you can request an SDO. Develop a demo for the SDOWork on a presales opportunity Requesting the SDO
- 12. 13 Sales Cloud ✓ ✓ ✓ ✓ Service Cloud Submit Case ✓ ✓ ✓ Analytics Cloud ✓ ✓ ✓ Community ✓ ✓ ✓ ✓ Marketing Cloud ✓ Einstein (Demo data only) ✓ ✓ CPQ ✓ ✓ App Cloud ✓ ✓ ✓ Demo data and demo tools ✓ ✓ ✓ Used by Salesforce SEs ✓ ✓ ✓ Partner Only ✓ Supports Trialforce ✓ Create Managed Applications ✓ Install Managed/Unmanaged Applications ✓ ✓ ✓ Managed via Environment Hub ✓ partial partial Expiration never 30 Days 30 Days never Salesforce Licenses 20 100 100 read-only What are the differences between integrated demo environments? SDO autoNTO PARTNER DEVELOPER EDITION IDO PDE is the best solution for most opportunities
- 13. 14 Available to Public Sector Partners Submit case via Partner Community Are integrated demo environments not right for you? Bulk email sending disabled Link available from Partner Community 90 day expiration date Choose a standalone demo environments pardot Link available from Partner Community 30 day free trial inbox Partners Only Email Specialist Certification (or, Marketing Cloud Consult Cert) required Includes: Enterprise 2.0 Edition Email, Transactional Email, Conversion Tracking, Campaign Management, Enterprise Reply Mail Management, Journey Builder and more. Requires signing zero dollar sales contract Submit case via Partner Community marketing cloud Link available from Partner Community 14 day free trial Delivered as a Managed Package Link available from Partner Community cpq Framework of choice (node.js, Java, Python, RoR etc) Link available from Partner Community heroku desk government http://p.force.com/demo
- 14. 1515 Delivering the perfect demo for beginners Start your journey with SDO! Step 1 Step 2 Have you been selected as the lead sales partner on an opportunity? Join your regional partner presales program*, and sign up for partner solution engineering training Step 3 Request access to the SDO or other Demo Environment Step 4 Build your demo based on customer requirements Step 5 Deliver the perfect Demo! Start here * Boost, Cloud Elite, Cloud Futura, etc.
- 15. 16 Opportunity Learning Development Showcase Do you know your customer’s requirements and are ready to build a demo for an opportunity? Do you need to learn a specific product before you engage customers or studying for certification? Are you developing or testing an Appexchange application or product integration? Are you building a complex demo to showcase your firm’s capability or technology? Pre-Release Are you preparing for the next product or major cloud release? Choose the correct environment based on your use case Which environment is right for you?
- 16. 1717 Value of learning environments Linked toTrailhead Trailhead can verify you have completed exercises, so that you can earn badges. Become a Trailblazer! Stand alone learning environments Request a stand alone learning environment when a Trailhead Playground is not available for that product. When you are preparing for a certification exam. When you simply want to learn more about a product. Learn Salesforce and become a Trailblazer
- 17. 18 Sales Cloud ✓ ✓ ✓ Service Cloud Submit Case ✓ ✓ Analytics Cloud ✓ ✓ ✓ Community ✓ ✓ ✓ Marketing Cloud ✓ Pardot ✓ ✓ Partner Only ✓ Linked to Trailhead ✓ ✓ Managed via Environment Hub ✓ Expiration never never 90 days varies Salesforce Licenses 20 2 1 environment varies What’s the difference between learning environment editions? Different Types of Learning Environments PARTNER DEVELOPER EDITION SALESFORCE UNIVERSITY DEVELOPER EDITION PARDOT
- 18. 1919 Do you want to learn Salesforce? Sign up for your learning environment Step 1 Step 2 Start a trail and become a Trailblazer Start with Partner Community Education page Step 3 Step 4 Sell with confidence! Consider a Salesforce University course Start here http://p.force.com/education
- 19. 20 Opportunity Learning Development Showcase Do you know your customer’s requirements and are ready to build a demo for an opportunity? Do you need to learn a specific product before you engage customers or studying for certification? Are you developing or testing an Appexchange application or product integration? Are you building a complex demo to showcase your firm’s capability or technology? Pre-Release Are you preparing for the next product or major cloud release? Choose the correct environment based on your use case Which environment is right for you?
- 20. 2121 Value of developer environments Building your application Good place to start for building your AppExchange managed package. Utilize trialforce feature to create copies for your development team. Supercharged version of DE that never Expires! Testing your application Test your solution against the different editions of Salesforce. Test your integrations. Find dependencies. Development and testing for integrations, feature parity or dependencies
- 21. 22 Sales Cloud ✓ ✓ ✓ ✓ Service Cloud Submit Case ✓ ✓ ✓ Analytics Cloud ✓ ✓ Community ✓ ✓ App Cloud ✓ ✓ Partner Only ✓ ✓ ✓ ✓ ✓ Install Managed/Unmanaged Applications ✓ ✓ ✓ ✓ ✓ Create Managed Applications ✓ Managed via Environment Hub ✓ ✓ ✓ ✓ ✓ Expiration Never 1 Year 1 Year 30 days 30 days Salesforce Licenses 20 20 5 5 5 What’s the difference between developer environment editions? Developer Environments PARTNER EE SALES EE PARTNER DEVELOPER EDITION PARTNER PE SERVICE PE
- 22. 2323 How do I get a developer environment? Use Environment Hub to spin up your developer environments Step 1 Step 2 Request to have Environment Hub activated on your DE Org Sign up for a DE Org https://developer.salesforce.com/signup Step 3 Step 4 Spin up your Development Environment on EnvHub Decided what type of Developer Environment you will need Start here http://p.force.com/hub
- 23. 24 Opportunity Learning Development Showcase Do you know your customer’s requirements and are ready to build a demo for an opportunity? Do you need to learn a specific product before you engage customers or studying for certification? Are you developing or testing an Appexchange application or product integration? Are you building a complex demo to showcase your firm’s capability or technology? Pre-Release Are you preparing for the next product or major cloud release? Choose the correct environment based on your use case Which environment is right for you?
- 24. 2525 What is the value of the PDE for a showcase? PDE Demo showcase Good place to build out long-term technology showcase for an innovation center Utilize trialforce feature to clone environment for development or for creating new showcases Supercharged version of DE Never Expires! Fully Supports Environment Hub PDEs can be created, and cloned right from within Environment Hub. Enable single sign (SSO) to easily switch between Orgs and never have to worry about forgetting passwords. Showcase the capability or technology of your firm on the PDE
- 25. 26 Sales Cloud ✓ Service Cloud Submit Case Analytics Cloud ✓ Community ✓ App Cloud ✓ Partner Only ✓ Install Managed/Unmanaged Applications ✓ Create Managed Applications ✓ Managed via Environment Hub ✓ Supports Trialforce ✓ Expiration never Which environment should I use to showcase my firm’s solution? PARTNER DEVELOPER EDITION Use the PDE for your Showcase
- 26. 2727 How do I get a showcase environment? Step 1 Step 2 Install your firms AppExchange package Spin up PDE from Environment Hub Step 3 Step 4 Use trialforce cloning to develop future demos Load or create demo data Step 5 Showcase your technology Start here Use the PDE environment to showcase your firm’s solution
- 27. 28 Opportunity Learning Development Showcase Do you know your customer’s requirements and are ready to build a demo for an opportunity? Do you need to learn a specific product before you engage customers or studying for certification? Are you developing or testing an Appexchange application or product integration? Are you building a complex demo to showcase your firm’s capability or technology? Pre-Release Are you preparing for the next product or major cloud release? Choose the correct environment based on your use case Which environment is right for you?
- 28. 2929 Value of pre-release environments Architecture roadmap & testing Head-start on applications and solutions testing Become a trusted advisor - Sign up customers to demonstrate architecture thought leadership Perform end-to-end regression testing Competitive selling Win potential – Determine if next release capability can help win over a cautious buyer Parity Assessment – Demonstrate capability to reassure customers capability will transition smoothly in next release Lower customization cost - utilize new out-of- the-box features Sell solution capability & business value of future releases
- 29. 30 Sales Cloud ✓ ✓ ✓ Field Service Lightning ✓ ✓ ✓ Analytics Cloud ✓ ✓ Community ✓ ✓ Salesforce Platform ✓ ✓ Install Managed/Unmanaged Applications ✓ ✓ ✓ Create Managed Application Partners only ✓ ✓ ✓ Sign-up for each new release ✓ ✓ Net-new, no data, for testing only ✓ ✓ Automatically updates with releases ✓ Expiration 90 days 90 days never Salesforce Licenses 20 10 20 What editions are available for pre-release? 3 Different Types of pre-release environments PROFESSIONAL EDITIONENTERPRISE EDITION DEVELOPER EDITION Note: Pre-Release orgs not for development purposes, distribution, or security review
- 30. 3131 Sign up for your pre-release environment Start your journey! Step 1 Step 2 Sign up for pre-release environments on Partner Community 2 months prior to release Release Sign up for pre-release journey on Partner Community Step 3 Sign up for the pre- release Sandbox Preview 1 month prior to release Step 4 Sell with confidence! Start here
- 31. 3232 Choosing the right demo environment In this presentation we learned that • Not all environments are the same and each have their own limitations • Choosing the correct environment upfront will alleviate major problems later • The PDE is the most versatile environment and you should use it most cases • The SDO is a great tool but there are significant limitations • Pre-release environments are a great way to become a trusted advisor with your customers Summary
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- 33. 3434 FAQs • How can I learn more about Environment Hub? Attend our next training webinar on specifically on Environment Hub. [tbd] • [tbd]