Book Image

Force.com Enterprise Architecture

By : Andrew Fawcett
Book Image

Force.com Enterprise Architecture

By: Andrew Fawcett

Overview of this book

Table of Contents (20 chapters)
Force.com Enterprise Architecture
Credits
Foreword
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Required organizations


Several Salesforce organizations are required to develop, package, and test your application. You can sign up for these organizations at https://developer.salesforce.com/, though in due course, as your relationship with Salesforce becomes more formal, you will have the option of accessing their Partner Portal website to create organizations of different types and capabilities. We will discuss more on this later.

It's a good idea to have some kind of naming convention to keep track of the different organizations and logins. Use the following table as a guide and create the following organizations via https://developer.salesforce.com/. As stated earlier, these organizations will be used only for the purposes of learning and exploring throughout this book:

Username

Usage

Purpose

[email protected]

Packaging

Though we will perform initial work in this org, it will eventually be reserved solely for assembling and uploading a release.

[email protected]

Testing

In this org, we will install the application and test upgrades. You may want to create several of these in practice, via the Partner Portal website described later in this chapter.

[email protected]

Developing

In a later chapter, we will shift development of the application into this org, leaving the packaging org to focus only on packaging.

Note

You will have to substitute myapp and my.com (perhaps by reusing your company domain name to avoid naming conflicts) with your own values. Take time to take note of [email protected].

The following are other organization types that you will eventually need in order to manage the publication and licensing of your application. However, they are not needed to complete the chapters in this book.

Usage

Purpose

Production / CRM Org

Your organization may already be using this org for managing contacts, leads, opportunities, cases, and other CRM objects. Make sure that you have the complete authority to make changes, if any, to this org since this is where you run your business. If you do not have such an org, you can request one via the Partner Program website described later in this chapter, by requesting (via a case) a CRM ISV org. Even if you choose to not fully adopt Salesforce for this part of your business, such an org is still required when it comes to utilizing the licensing aspects of the platform.

AppExchange Publishing Org (APO)

This org is used to manage your use of AppExchange. We will discuss this a little later in this chapter. This org is actually the same Salesforce org you designate as your production org, where you conduct your sales and support activities from.

License Management Org (LMO)

Within this organization, you can track who installs your application (as leads), the licenses you grant to them, and for how long. It is recommended that this is the same org as the APO described earlier.

Trialforce Management Org (TMO)

Trialforce is a way to provide orgs with your preconfigured application data for prospective customers to try out your application before buying. It will be discussed later in this chapter.

Trialforce Source Org (TSO)

 

Tip

Typically, the LMO and APO can be the same as your primary Salesforce production org, which allows you to track all your leads and future opportunities in the same place. This leads to the rule of APO = LMO = production org. Though neither of them should be your actual developer or test orgs, you can work with Salesforce support and your Salesforce account manager to plan and assign these orgs.