Environment Hub Fundamentals (Salesforce Partners)
2 likes53,966 views
The document provides information on how to use the Environment Hub to manage multiple Salesforce organizations. It describes how to request access to Environment Hub, connect existing orgs, create new orgs for development, testing or demos, and enable single sign-on. It also lists best practices such as using trialforce templates to create copies of demo orgs, taking advantage of the unlimited Partner Developer Edition org, and using the Org description and expiration date fields to help differentiate orgs.
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
- 2. 3 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
- 3. 44 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.
- 4. 55 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. 1 2 3
- 5. 66 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 1 2 3
- 6. 77 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. 1 2
- 7. 88 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 1 2 3 4 5
- 8. 99 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
- 9. 1010 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
- 10. 11 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 1 2 3 4 5
- 11. 1212 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