Free Project Management Inside Salesforce: Why It Exists and How to Use It

Your Salesforce org already manages accounts, contacts, cases, and opportunities. Your project management lives in a completely separate tool with its own login, its own permissions, and its own monthly bill. What if you could track work in the same place you track everything else — for free?

The Problem with External PM Tools

Most Salesforce teams end up paying for Jira ($8–16/user/month), Asana ($11/user/month), or Monday.com ($9/user/month). Those tools work fine in isolation. But the moment you need to connect a work item to a Salesforce account, see delivery status on a case, or invoice hours logged against an opportunity, you are building integrations.

Integrations break. They lag. They cost money to maintain. And they create a second source of truth that inevitably drifts from the first.

What Delivery Hub Actually Is

Delivery Hub is a free, open-source Salesforce managed package. It installs in your org like any AppExchange app and gives you:

• Kanban board with drag-and-drop stage transitions, persona-based views, and stage gate enforcement
• Gantt timeline with 5 visualization modes (Gantt, Treemap, Bubble chart, Calendar heatmap, Stage flow)
• Client portal with 36+ pages — external users see progress without a Salesforce license
• Invoice automation that generates PDF invoices from logged hours on a configurable schedule
• Cross-org sync that replicates work items between Salesforce orgs in real time
• AI features — auto-generate descriptions, estimate hours, and produce weekly digest emails
• Velocity dashboard — burndown charts, cycle time analytics, developer workload distribution
• Escalation engine with SLA tracking and automatic email alerts

All of this runs inside your Salesforce org. Same security model, same profiles and permission sets, same login. No external data leaves your environment.

Why Free?

Cloud Nimbus makes money on consulting and implementation services, not software licenses. The better Delivery Hub is, the more teams want help configuring it for their specific workflows. The software is the foot in the door. The expertise is the business.

This is the same model Red Hat used with Linux, and Elastic used with Elasticsearch. The code is open, the product is free, and the value-add is knowing how to deploy it well.

How to Get Started (3 Minutes)

1. Install the package. Click the install link on the Quick Start page. Authorize for all users or just admins.
2. Run the setup wizard. Open the Delivery Hub app from the App Launcher. The 4-step wizard configures your first workflow, creates default stages, and sets up permissions.
3. Create your first work item. Click “New” on the board, give it a name, and drag it through your stages.

That's it. No license key, no trial expiration, no credit card. Every feature is available from day one.

What About Existing Tools?

If you are already on Jira, we wrote a full migration guide that walks through exporting your backlog, mapping fields, and going live in an afternoon. For teams on Asana or Monday.com, the process is similar — export as CSV, import into Delivery Hub using the built-in CSV import wizard.

Who Uses This?

Delivery Hub is built for teams that already live in Salesforce: ISVs tracking development work, consulting firms managing client deliverables, internal IT teams running service delivery, and ops teams coordinating cross-department projects.

If your work involves Salesforce accounts or contacts, and you are currently tracking that work somewhere else, Delivery Hub eliminates the gap.