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Create Customer Champions with AppExchange Test Drives

Most people wouldn’t purchase a car without at least driving it at least once. Test Drives put the Customer behind the wheel and lets them discover, learn and explore an ISV’s app at their own pace. After being transported into a shared org with a single click, the customer will explore via a guided experience that takes them through functional app pages, pre-populated sample data and when ready, options to connect with sales teams all without any installation need. The resources below will teach anyone how to build their own Test Drive; starting from the ideation phase, customization of the Welcome Mat landing page and creation of In-App Guidance Walkthrough journeys.


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Central to a Test Drive is a pre-configured Salesforce Org which customers log into via a shared read-only evaluation user profile. ISVs tailor the experience by loading in sample data, their working application and In-App Guidance prompts to guide the user through the demo experience.Built and configured by the AppExchange ISV, Test Drives are for customers to learn and discover an ISV’s solution at their own pace.
Early ISV adopters of Test Drives have seen more qualified leads, reduced demo overhead, and even shorter time to close... all for zero cost! 		Want to see an AppExchange Test Drive in action? Navigate to the Lightning File Explorer AppExchange Listing to take a Test Drive today.
Learn more about the creation and creation of Test Drives with the First Call Deck, Welcome Mat User Manual, and the Test Drive Development Kit found in the Resources section below.

 

Q: Who can benefit from building a Test Drive?

A: Any Salesforce AppExchange ISV Partner with a signed and executed partnership agreement (ISVForce/OEM included)

Q: Are there restrictions on the industry/vertical or solution type supported by Test Drives?
A: No, Test Drives are available to all partners offering Paid or Free applications being listed on the AppExchange

Q: How quickly can I build out a Test Drive?
A: Spinning up, configuring and deploying a Test Drive org is quick, often completed in less than an hour. However, depending on existing sales processes, complexity of an application and white-boarding the demo experience, end-to-end development of a Test Drive can typically be completed within one month.

Q: How much does it cost to offer a Test Drive with In-App Guidance?
A: It’s a 100% free benefit included with the AppExchange Partner Program

Q: What are the options available to distribute a Test Drive?
A: Test Drives are most easily distributed via an AppExchange Listing page as Leads can be configured to be automatically collected. Alternatively, Partners can distribute a Login URL or enable Single Sign On, allowing Test Drives to be distributed within presentations, emails or blogposts using embedded direct links.

Q: Does a Test Drive Org require a fully-configured app to be installed?
A: No, although apps with Managed Package integrations would most benefit from Test Drives, a Test Drive with the Welcome Mat Labs App can be configured to display links to white papers, testimonials, product videos and ways to contact sales teams.

Q: Does my application need to be 100% native on the Salesforce Platform to work with Test Drives?
A: Test Drives work well with any Salesforce Platform integration regardless of complexity. However, ensure that write access is protected for apps that integrate to off-platform solutions, or even better, mock data and screens that come from outside the platform to ensure reliable and consistent demo application performance.

Q: How do I ensure that my demo doesn’t break or bad data doesn’t get written into the org?
A: Restrict the Evaluation User profile to only include limited read and write access to necessary objects, fields and applications. Also, Test Test Test!

Q: Do Test Drive Orgs need to be Security Reviewed?
A: No, Test Drive apps and orgs do not need to be Security Reviewed as they are not deployed to customer production orgs and have no customer data. However, the normal Security Review Process still applies if a Managed Package application is being listed on the AppExchange.

Q: Why is today a great time to build a Test Drive?
A: With an increasingly digital world coupled with the shift away from in-person events, ISV Partners needed another way to market and showcase the capabilities of their product offering. Now is the first time that In-App Guidance plus detailed analytics information has been coupled with Test Drives; allowing Partners to narrate and create guided curated experiences for customers to learn more about their product.

Q:How can I learn more?
A: Please see the Resources Section above or create a case through Partner Community to schedule time with a Customer 360 Platform Expert.