Demo Scripts

SCREEN: [Page or component name]
CLICK PATH: [Exact clicks to get here]
TALK TRACK: [What to say while showing this screen]
BACKUP: [What to do if this screen fails]
TRANSITION: [How to move to the next screen]

SCREEN: Account 360 Dashboard
CLICK PATH: App Launcher > Sales Console > Accounts > "Acme Industries"
TALK TRACK:
  "Imagine you're a sales rep starting your day. You open your key account
   and immediately see everything that matters — health score, open pipeline,
   recent activity, and AI-generated next best actions. No clicking around,
   no switching tabs."
BACKUP: If record page is slow, use the pre-loaded browser tab
TRANSITION: "Now let's see what happens when a new opportunity comes in..."

public class DemoDataFactory {

    public static void createFullDemo() {
        List<Account> accounts = createAccounts();
        List<Contact> contacts = createContacts(accounts);
        List<Opportunity> opps = createOpportunities(accounts);
        createCases(accounts, contacts);
        createTasks(contacts, opps);
    }

    public static List<Account> createAccounts() {
        List<Account> accounts = new List<Account>();
        Map<String, Map<String, Object>> acctData = new Map<String, Map<String, Object>>{
            'Acme Industries' => new Map<String, Object>{
                'Industry' => 'Manufacturing', 'AnnualRevenue' => 4500000,
                'NumberOfEmployees' => 250, 'Rating' => 'Hot',
                'BillingCity' => 'San Francisco', 'BillingState' => 'CA'
            },
            'Globex Corporation' => new Map<String, Object>{
                'Industry' => 'Technology', 'AnnualRevenue' => 12000000,
                'NumberOfEmployees' => 800, 'Rating' => 'Hot',
                'BillingCity' => 'Austin', 'BillingState' => 'TX'
            },
            'Initech Solutions' => new Map<String, Object>{
                'Industry' => 'Financial Services', 'AnnualRevenue' => 8500000,
                'NumberOfEmployees' => 400, 'Rating' => 'Warm',
                'BillingCity' => 'New York', 'BillingState' => 'NY'
            },
            'Stark Enterprises' => new Map<String, Object>{
                'Industry' => 'Energy', 'AnnualRevenue' => 25000000,
                'NumberOfEmployees' => 2000, 'Rating' => 'Hot',
                'BillingCity' => 'Chicago', 'BillingState' => 'IL'
            },
            'Wayne Industries' => new Map<String, Object>{
                'Industry' => 'Healthcare', 'AnnualRevenue' => 15000000,
                'NumberOfEmployees' => 1200, 'Rating' => 'Warm',
                'BillingCity' => 'Boston', 'BillingState' => 'MA'
            }
        };

        for (String name : acctData.keySet()) {
            Map<String, Object> fields = acctData.get(name);
            Account a = new Account(Name = name);
            a.Industry = (String)fields.get('Industry');
            a.AnnualRevenue = (Decimal)fields.get('AnnualRevenue');
            a.NumberOfEmployees = (Integer)fields.get('NumberOfEmployees');
            a.Rating = (String)fields.get('Rating');
            a.BillingCity = (String)fields.get('BillingCity');
            a.BillingState = (String)fields.get('BillingState');
            accounts.add(a);
        }
        insert accounts;
        return accounts;
    }

    public static void resetDemo() {
        delete [SELECT Id FROM Task WHERE Subject LIKE 'Demo:%'];
        delete [SELECT Id FROM Case WHERE Subject LIKE 'Demo:%'];
        delete [SELECT Id FROM Opportunity WHERE Name LIKE 'Demo:%'];
        delete [SELECT Id FROM Contact WHERE LastName LIKE 'Demo_%'];
        delete [SELECT Id FROM Account WHERE Name IN (
            'Acme Industries','Globex Corporation','Initech Solutions',
            'Stark Enterprises','Wayne Industries'
        )];
    }
}

sf apex run --file scripts/demo-reset.apex --target-org demo-org
sf data query --query "SELECT Name, Industry, Rating FROM Account ORDER BY Name" --target-org demo-org

Step 1: Create SFDX project (2 min)
  sf project generate --name my-demo --template standard

Step 2: Create LWC component (1 min)
  sf lightning generate component --name accountDashboard --type lwc

Step 3: Build with skills (10-15 min)
  Use sf-lwc-design + sf-lwc-dataviz + sf-lwc-ux + sf-lwc-motion
  to create a polished dashboard component

Step 4: Deploy and configure (3 min)
  sf project deploy start --target-org demo-org
  → Add to Lightning page in App Builder

Step 5: Load sample data (2 min)
  sf apex run --file scripts/demo-data.apex

Total: ~20 minutes from zero to demo-ready

Browser:
- Use Chrome with a clean profile (no personal bookmarks/extensions)
- Set zoom to 100% (Cmd+0 / Ctrl+0)
- Use 1920x1080 resolution if projecting
- Enable "Do Not Disturb" to block notifications
- Pre-load tabs in order of demo flow

Org Preparation:
- Use a dedicated demo org (never demo in a customer's sandbox)
- Set the org's My Domain to something professional
- Upload customer-appropriate logos if personalizing
- Configure compact layouts for clean record headers
- Set up quick actions for demo-specific workflows