Delivery Hub
Track Work. Generate Invoices. Sync Across Orgs. Skip the Chaos.
A free Salesforce-native platform that replaces spreadsheets, email chains, and status meetings with visual workflows, timeline and Gantt views, automated invoicing with approval flows, velocity and capacity planning, self-service onboarding, activity analytics, cross-org sync, AI agents, platform events, and one dashboard your whole team actually uses.
Why Delivery Hub?
Your CRM already knows every account, contact, and deal. Delivery Hub connects your delivery work to that data instead of living in Jira, Slack threads, or shared spreadsheets.
| Before | After (Delivery Hub) |
|---|---|
| Client emails a change request, gets forwarded 3 times | Client submits directly — team sees it instantly on the board |
| Small bug fix needs 3 meetings before anyone writes code | Fast Track skips the queue — developer picks it up same day |
| Vendor work tracked in a separate spreadsheet | Cross-org sync sends it to their Salesforce org automatically |
| VP asks for status — you open 4 spreadsheets | System Pulse shows everything live, right now |
| Developer guesses hours at end of week | Time Logger captures it on the work item as they go |
| “We need a portal” = 5 days writing requirements | AI generates description, acceptance criteria, and estimate from one line |
| Blocked item sits for days before anyone notices | Escalation engine auto-alerts when SLA targets are missed |
| Weekly status email takes an hour to write | AI digest compiles and sends it automatically |
| Hours logged but nobody approves them before the client sees | WorkLog approval workflow — Draft → Approved → Sync. Client only sees approved hours. |
| Export hours to Excel, build invoice in Word, email it manually | Document Engine generates a professional PDF invoice with A/R summary — one click to send via email with payment tracking. |
| Track payments in a separate spreadsheet, lose track of who owes what | DeliveryTransaction ledger records every payment. Auto-marks invoices as Paid. Prior balance carries forward to the next invoice. |
| Sync breaks overnight, nobody notices until Monday | Sync Reconciler auto-detects drift between orgs, queues corrections, and self-heals — no manual intervention. |
| Building a new business process means months of custom dev | Workflow Builder lets you visually define stages, transitions, and personas — any process, zero code. |
| AI tools are separate subscriptions with manual copy-paste | MCP Server exposes Claude-compatible tools so AI agents query and update work items natively inside Salesforce. |
| Important updates get lost in email noise | Bell Notifications deliver opt-in, user-level alerts for escalations, comments, and stage changes — right inside Salesforce. |
| Need a contractor? Post on 3 job boards, wait days | Bounty Marketplace with REST API lets you post work, accept claims, and track delivery — all from the same platform. |
| Manually assign record pages in every Lightning app after install | Record pages auto-assigned across all apps. Install once, every user sees the right layout immediately. |
| Hardcoded cleanup windows, retry limits, and escalation gaps | Four configurable settings (retention days, retry limit, reconciliation hour, escalation cooldown) — change at runtime, no deployment. |
| Kanban board only — no way to see the big picture across dates | Timeline / Gantt View: CSS Grid, week/month/quarter zoom, entity grouping, stage-colored bars. Click any bar to navigate. |
| Re-select the same board filters every morning | Saved Board Filters — save, name, and recall filter combinations with one click. Per-user and persistent. |
| Regenerate a document and lose the previous version | Document Versioning: auto-incrementing version numbers, Superseded status, frozen snapshots. Prior balance excludes superseded invoices. |
| Send invoice, client disputes it, back-and-forth over email | Invoice Approval Flow — Approve/Dispute buttons in the portal, dispute reason capture, status banners, Transaction records. Zero email ping-pong. |
| Client emails hours, someone transcribes them into Salesforce | Portal Time Entry — Hours tab with preset buttons (15m/30m/1h/2h/4h), work log table with lazy loading. Draft → Approved, syncs automatically. |
| Stakeholder emails a question about a work item, it gets lost | Email Inbound — reply to notification emails and your reply becomes a comment. WI number parsed from To/Subject. Disabled by default, per-user opt-in. |
| Poll for updates every 30 seconds to check if anything changed | Platform Events (4 channels including DeliveryWorkItemChange__e) push real-time. Board auto-refreshes instantly when another user moves a card. |
| Want to evaluate the tool? Install it and manually create test data for an hour | Demo Org — run 'cci flow run demo_org' and get a fully configured scratch org with sample data, invoices, and dashboards in minutes. |
| Installed app looks like a generic developer experiment in the App Launcher | Branded SVG app logo in Salesforce App Launcher and navigation bar. Professional appearance from the first launch. |
| REST endpoints with no versioning — one breaking change and every integration fails | API v1 versioning under /deliveryhub/v1/. Backward-compatible evolution as new endpoints are added. |
| Create invoices manually at end of month, chase for hours data | Invoice Automation auto-generates Draft invoices on Daily, Weekly, Monthly, or Quarterly schedules. Overdue detection auto-marks past-due invoices. Pending invoice banner in the document viewer. |
| No idea how fast your team actually delivers or when the project will finish | Velocity & Capacity Planning: team velocity, developer velocity, projected completion dates, capacity utilization charts, and what-if scenario analysis — all in a dedicated admin dashboard. |
| New client onboarding takes days of manual setup | Self-Service Onboarding: one-click entity onboarding auto-creates PortalAccess with 128-bit token, template manager for workflows, and a workflow type picker with phase pills. |
| User activity data locked in Salesforce with no visibility | Activity Dashboard with 5 SF reports, LWC dashboard showing weekly/monthly totals, 7-day trends, and top users. Analytics tab built right into the workspace. |
| Dashboard tiles are view-only — you have to navigate manually to see details | Dashboard Report Navigation: every tile is clickable and navigates to the underlying report. 6 new pipeline phase reports plus a WorkLog report with date filters. |
| Platform events fire but nothing happens outside Salesforce | Platform Events Webhook pushes real-time notifications to external systems — Slack, custom apps, data pipelines, anything that accepts HTTP. |
What You Get
100+ features. Zero paywalls. Zero monthly fees.
Kanban Board
Drag-and-drop, 40+ configurable stages, persona-based views, column color coding.
Stage Gates
Block transitions when required fields are missing. Enforce process without micromanagement.
Fast Track
Skip the approval queue when the estimate fits a pre-approved budget.
Cross-Org Sync
Bidirectional REST sync between Salesforce orgs with retry, echo suppression, and full audit ledger. Work items, comments, files, and hours all replicate automatically.
Multi-Vendor Routing
Send work items to multiple external orgs, each independently tracked.
AI Estimation
Hours estimate, description, and acceptance criteria generated from a one-line summary.
AI Auto-Descriptions
Toggle on AutoGenerateDescriptions and AI writes detailed descriptions and acceptance criteria whenever you enter a title. Fully editable before saving.
AI Weekly Digest
Scheduled email summarizing delivery status across all active work items.
AI Narrative Generation
Generate executive-ready weekly update narratives from board data. One click on the board creates a polished summary ready to send.
ETA Engine
Projected delivery dates from developer velocity, queue depth, and dependencies. Parameterized by workflow type for accurate cross-process projections.
Escalation Engine
Rule-based auto-escalations with email alerts on SLA breaches, defined via Custom Metadata.
Burndown Chart
Sprint progress tracking against ideal pace. The chart PMs dream about — auto-generated.
Developer Workload
Team capacity distribution dashboard. Spot overloaded developers before they burn out.
Cycle Time Analytics
Stage duration measurement to identify bottlenecks before they become blockers.
Real-Time Chat
Polling-based comments on every work item with file attachment indicators.
File Rollup
All files from work item + comments + requests aggregated in one panel.
Activity Timeline
Full audit trail of every change on a work item. Who changed what, when, and why.
Activity Tracking
Automatic field change detection logs every modification to work items. Stage changes, priority updates, assignee swaps — all captured with old and new values.
Time Logger
Quick hour logging that creates WorkLog entries directly on the work item.
Ghost Recorder
Floating utility bar component with keyboard shortcut — submit issues, log time, and capture context without leaving your current screen. Detected across all Lightning apps.
Client Dashboard
Phase counts, attention items, and recent activity — everything a client needs at a glance.
Public Status Page
Shareable Visualforce delivery status view — no Salesforce login required.
System Pulse
Live counts of active work items, hours booked, and sync health.
Dependency Graph
Visual blocking relationships between work items. See the critical path at a glance.
SLA Tracking
Response and resolution time targets with visual status indicators.
Recurring Items
Auto-create work items on configurable schedules — standups, deploys, reviews.
Email Notifications
Stage-change alerts to keep stakeholders informed without manual effort.
CSV Import
Bulk import work items from spreadsheets. Map columns to fields and create items in bulk.
Release Notes Generator
Auto-generate formatted release summaries from completed items.
Configurable Workflows
Custom stages, personas, and transitions via Custom Metadata — no code required. Ships with seven workflow types: Software Delivery, Implementation Project, Loan Approval, Support Triage, Onboarding Checklist, Change Management, and Operations. Add your own with just metadata records.
Quickstart Connection
One-click setup wizard. Configures scheduled jobs, connection handshake, and default settings automatically.
Client Portal
Full-featured web portal at cloudnimbusllc.com. Kanban board, activity feed, hour logging, file viewer, metrics dashboard, CSV reports — all without a Salesforce license.
WorkLog Approval
Hours logged require approval before syncing to client orgs. Draft → Approved → Sync pipeline with batch approve/reject from the Activity Feed.
Activity Feed
Cross-item unified view of comments, hours, stage changes, and field changes. Date-grouped timeline with conversation threads and inline reply.
Data Lineage
Visual sync chain showing upstream vendors, your org, and downstream clients with per-entity health metrics and last sync timestamps.
Document Engine
Generate invoices, status reports, client agreements, contractor agreements, proposals, executive summaries, meeting briefs, and weekly digests. PDF rendering with white-label branding, one-click email delivery, and eight templates out of the box.
Invoice Generation
Select an entity and date range — the engine snapshots all billable work items (zero-hour items auto-filtered), time logs, and rates into an immutable document. Rate cascade resolves WorkRequest > WorkItem > Entity default rate automatically.
Payment Tracking
Record payments against invoices via a dedicated DeliveryTransaction__c ledger. Multiple payments per invoice, five transaction types (Payment, Credit, Refund, Adjustment, Write-Off), and five payment methods.
A/R Summary
Every invoice includes an Accounts Receivable summary showing all unpaid prior invoices with period, amount invoiced, amount paid, outstanding balance, and status. Complete account history in every document.
PDF Email Delivery
Send invoices as PDF email attachments with configurable CC recipients and clickable record hyperlinks. Runtime namespace detection, proper page breaks, and cloudnimbusllc.com footer. Status auto-transitions to Sent, due date calculated from payment terms (Net 30, Net 15, Due on Receipt).
Gantt Chart
Timeline visualization with configurable zoom (week, month, quarter). Stage-colored bars on a CSS Grid calendar. Group by entity, click to navigate, today-line marker tracks your position.
Work Item Templates
Create reusable templates for common work item types. Apply a template to pre-fill description, acceptance criteria, priority, and estimated hours.
Public Submission API
Accept work item submissions from unauthenticated users. Rate-limited (5/email/hour), input-sanitized, XSS-protected. Expose via Salesforce Sites for public intake forms.
Task API
REST endpoint for CI/CD pipelines and AI agents to query and update work items. Filter by assignee, status, and workflow type.
Board Metrics
KPI cards for board statistics: items by stage, velocity trends, backlog size, and average cycle time.
Delivery Guide
In-app documentation tab with 10 searchable sections covering setup, features, sync, and troubleshooting. Always up to date, always available inside the app.
Workflow Builder
Visual UI for creating any business process. Define stages, transitions, persona views, and stage gates entirely through metadata. Ships with seven workflow types out of the box — add your own without writing code.
Sync Reconciler
Self-healing sync between Salesforce orgs. Automatically detects drift, queues corrections, and resolves mismatches without manual intervention. Runs on a configurable schedule with full audit trail.
MCP Server
Model Context Protocol server that exposes Delivery Hub as Claude-compatible tools. AI agents can query work items, log time, post comments, and update stages — enabling fully automated work processing pipelines.
Bell Notifications
User-level opt-in notification system inside Salesforce. Get bell alerts for escalations, comment replies, stage changes, and SLA breaches. Configurable per user with notification preferences.
Bounty Marketplace
Post work as open bounties with a public REST API. Developers browse, claim, and deliver through the full lifecycle. NTE budget guards, multi-developer competitive submissions, and automated payment tracking.
Dynamic Forms
Context-aware form layouts on all record pages including admin Dynamic Forms. Fields shown adapt based on workflow type, current stage, and user persona. No more irrelevant fields cluttering the screen.
Configurable Settings
Operational settings that control Apex runtime behavior: Reconciliation Hour, Sync Retry Limit, Activity Log Retention Days, Escalation Cooldown Hours, and more. Extended settings page with feature toggles for enabling/disabling capabilities. Change at runtime, no deployment. Full audit trail.
Auto Record Page Assignments
All record pages are pre-assigned across every Lightning app automatically. WorkItem, WorkRequest, NetworkEntity, DeliveryDocument, and WorkItemComment pages work out of the box — no manual page assignment required.
Dashboard Time Range
Toggle time ranges on all dashboard components. View metrics for the last 7, 30, 60, or 90 days. Comments now appear in the Recent Activity feed alongside stage changes.
Bounty REST API
Full REST API for the bounty marketplace. Create, list, claim, and manage bounties programmatically. Supports filtering, pagination, and webhook notifications for status changes.
Timeline / Gantt View
Standalone tab built on CSS Grid with Week, Month, and Quarter zoom levels. Stage-colored bars, entity grouping, today-line marker, and click-to-navigate. See your entire delivery landscape on one screen.
Saved Board Filters
Save, name, and recall complete filter presets with one click. Stores persona, assignee, priority, status, date range, and entity per user. No more re-selecting six dropdowns every morning.
Document Versioning
Regenerate any document and the old version is preserved with Superseded status. Auto-incrementing version numbers (v1, v2, v3), frozen snapshots for comparison, and prior balance excludes superseded invoices automatically.
Invoice Approval Flow
Clients approve or dispute invoices directly from the portal. Dispute reason capture, status banners, Transaction records for audit. Status flow: Draft → Pending Approval → Approved / Disputed → Sent → Paid.
Portal Time Entry
Hours tab on work item detail with preset duration buttons (15m, 30m, 1h, 2h, 4h). Work log table with lazy loading. No Salesforce license needed. Follows Draft → Approved workflow and syncs automatically.
Email Inbound Handler
Reply to notification emails and your reply becomes a comment on the matching work item. Work item number parsing from To/Subject, file attachments linked automatically. Disabled by default, enabled per-user.
Platform Events
Four channels — DeliveryWorkItemChange__e, DeliverySync__e, DeliveryEscalation__e, DeliveryDocEvent__e — fire on key actions. Subscribe from LWC, Apex, Flow, or external systems. Board auto-refreshes instantly when another user moves a card.
Hide Empty Columns
Board-level toggle independent of Show Extended Pipeline. Collapses columns with zero items, reclaims horizontal space. Per-user state persists across sessions.
Demo Org
Run 'cci flow run demo_org' and get a fully configured scratch org in minutes: sample entities, work items across multiple stages, approved work logs, generated invoices, configured sync, and all dashboards populated. Ready for evaluation, demos, or training.
API v1 Versioning
All REST endpoints under /deliveryhub/v1/ with formal versioning. Backward-compatible evolution as new endpoints are added. Covers work items, sync, documents, timeline, filters, and approvals.
App Logo
Branded SVG logo in the Salesforce App Launcher tile and app navigation bar. Ships as a packaged Static Resource — zero configuration, professional appearance from the first launch.
Portal Burndown Chart
Visual burndown tracking in the client portal. SVG chart plots ideal vs actual burn over 7-90 day windows. Projected completion date, summary cards, and recently completed items table.
Portal Cycle Time Analytics
Stage duration measurement in the client portal. Horizontal bar charts show average days per stage with bottleneck indicator. Identify where work gets stuck without a Salesforce license.
Portal Developer Workload
Team capacity dashboard in the client portal. Items grouped by assignee with priority breakdowns and color-coded capacity bars (green/yellow/red). Spot overload before it happens.
Portal Dependencies
Blocking relationship visualization in the client portal. Filter by blocked, blocking, or clear status. Every blocker visible at a glance.
Portal Escalations
SLA tracking dashboard in the client portal. Items classified as On Track, At Risk, or Breached based on stage duration. Critical items pulse red.
Portal AI Draft
AI-assisted work item creation from a one-line description. Generates title, description, acceptance criteria, hours estimate, priority, and type. Edit and submit directly to the board.
Portal Recurring Items
Configure auto-recurring work items from the client portal. Daily, weekly, biweekly, or monthly schedules with enable/disable toggles and next-run computation.
Portal CSV Import
Bulk-create work items from CSV files in the client portal. 3-step wizard: upload, map columns, review and import. Handles quoted values, validation, and progress tracking.
Portal Ghost Recorder
Floating quick-submit widget on every portal page. Press N to open, type a title and description, pick priority and type, submit without navigating away. Last 5 submissions saved for reference.
Bounty Marketplace
Post work items as open bounties for freelance developers. Developers register, browse, claim, and submit — with NTE budget guards and automated payment tracking.
MCP Server (AI Agent Protocol)
Built-in Claude-compatible MCP server exposes 7 tools: list work items, get details, update stages, add comments, log hours, view dashboard, and browse bounties.
Passkey / WebAuthn Login
Portal users can register biometric passkeys (fingerprint, Face ID) for instant passwordless login. Built on SimpleWebAuthn with challenge-response verification.
Public Submission API
Rate-limited, unauthenticated intake endpoint for external forms, chatbots, and CI/CD pipelines to submit work items without credentials.
Sync Reconciler
Self-healing cross-org sync that automatically detects and resolves drift between connected Salesforce orgs. Runs on configurable schedule with conflict resolution.
Portal Release Notes
Auto-generate formatted release notes from completed work items. Filter by date range, group by type/priority/stage, copy as Markdown or plain text, download or print.
Portal Onboarding Wizard
5-step guided setup for new portal users. Walks through dashboard, key features, power features, and keyboard shortcuts. Progress saved, restartable anytime.
Invoice Automation
DeliveryInvoiceGenerationService auto-generates Draft invoices and summaries on configurable schedules: Daily (hours-based), Weekly, Monthly (dollars-based), and Quarterly. Overdue detection auto-marks past-due invoices. Pending invoice banner alerts in the document viewer.
Velocity & Capacity Planning
DeveloperCapacity__mdt stores team capacity. DeliveryVelocityService calculates team velocity, developer velocity, projected completion dates, and capacity utilization. LWC dashboard with charts and what-if scenario analysis. Admin-only Velocity tab.
Self-Service Onboarding
One-click entity onboarding auto-creates PortalAccess with 128-bit secure token. Template manager for reusable workflow templates. Workflow type picker displays phase pills for quick process selection. Self-service portal authentication flow.
Activity Dashboard & Analytics
5 Salesforce reports: User Activity Summary, Component Usage, Activity By Day, Page Navigation, and User Adoption. LWC dashboard with weekly/monthly totals, 7-day trend sparklines, and top users leaderboard. Dedicated Analytics tab in the workspace.
Dashboard Report Navigation
All dashboard tiles are clickable and navigate directly to their underlying reports. 6 new pipeline phase reports for stage-by-stage visibility. WorkLog report with configurable date filters for billing reconciliation.
Multi-Workflow Scalability
ETA engine parameterized by workflow type for accurate cross-process projections. Dynamic portal phases adapt to the active workflow. Board entity scoping isolates views per client or project.
Platform Events Webhook
Real-time push notifications via Salesforce Platform Events to external systems. Connect Delivery Hub to Slack, custom dashboards, data pipelines, or any HTTP endpoint for instant event-driven integrations.
Extended Settings & Feature Toggles
Configuration page with feature toggles for controlling platform behavior. Enable or disable capabilities at runtime without deployment. Full audit trail of every setting change.
Attachment Sync Service
Bidirectional file sync between Salesforce and Jira. Attachments added on either side replicate automatically with content type detection, size validation, and duplicate prevention.
AI Settings Management
Per-org OpenAI configuration via OpenAIConfiguration__mdt. Set API keys, model selection, temperature, and token limits at the org level. Powers AI estimation, auto-descriptions, weekly digest, and narrative generation.
Jira Webhook Processing
Inbound webhook receiver handling 9 Jira event types: issue created/updated/deleted, comment created/updated/deleted, and attachment created/updated/deleted. Maps Jira fields to WorkItem__c fields with conflict resolution.
Budget Variance Tracking
Track estimated vs actual hours and costs on Ticket/WorkItem records. Automatic variance calculation highlights over-budget items before they become problems. Feeds into velocity and capacity planning dashboards.
Audit Logging
User_Activity_Log__c captures every significant action for compliance and traceability. Field-level change tracking with old/new values, user identity, timestamps, and component context. Configurable retention policies.
Sync Engine
SyncItemProcessor and DeliverySyncItemIngestor form the core sync pipeline. Inbound items are validated, transformed, and upserted with echo suppression and GlobalSourceId kill-switch to prevent infinite loops between connected orgs.
Stage Gate Warnings
Prevent work items from advancing to the next stage until requirements are met. Configurable per workflow type and stage via WorkflowStageRequirement__mdt. Visual warnings show exactly which fields or conditions are blocking advancement.
CI/CD Pipeline
GitHub Actions workflows for the full development lifecycle: feature branch testing in scratch orgs, beta package creation, beta promotion to release, and automated package installation. PMD static analysis and 89%+ test coverage enforced on every PR.
How Cross-Org Sync Works
Work items, comments, files, and stage changes replicate bidirectionally between any two Salesforce orgs. The Sync Reconciler automatically detects and heals drift between orgs.
Your Org (Client)
Work item created
Stage updated
Comment posted
File attached
Client approval
Vendor's Org
Request ingested
Developer assigned
Comment synced back
Status progressed
Deployed to Prod
Real-time or 15-min scheduler
Retry-aware (up to 3 attempts)
Echo suppression prevents loops
Multi-vendor routing supported
Sync Reconciler auto-heals drift
Built for Salesforce Teams
100% Salesforce-native. No external servers. No middleware. No monthly fees.
225 Apex Classes
75+ production + 75+ test classes at 89%+ code coverage. DeliverySyncEngine, SyncReconciler, DeliveryInvoiceGenerationService, DeliveryVelocityService, DocumentController, DocumentPdfController, EscalationService, WeeklyDigestService, ETAService, AiController, WorkflowConfigService, BountyApiService, NotificationService, McpToolHandler, EmailInboundHandler, and more.
66 Lightning Web Components
deliveryHubBoard, deliveryTimelineView, deliveryVelocityDashboard, deliverySavedFilters, deliveryWorkflowBuilder, deliveryClientDashboard, deliveryDocumentViewer, deliveryBellNotifications, deliveryBurndownChart, deliveryCycleTimeChart, deliveryDeveloperWorkload, deliveryDependencyGraph, deliveryGanttChart, deliveryCsvImport, deliveryGhostRecorder, deliveryActivityFeed, deliveryDataLineage, deliveryDynamicForm, and more.
15 Custom Objects
WorkItem, WorkRequest, WorkItemComment, WorkItemDependency, WorkLog, NetworkEntity, SyncItem, ActivityLog, DeliveryDocument, DeliveryTransaction, PortalAccess, DeliveryHubSettings, BountySubmission, NotificationPreference, and DeliverySavedFilter.
11 Custom Metadata Types
WorkflowType, WorkflowStage, WorkflowPersonaView, WorkflowStageRequirement, WorkflowEscalationRule, DocumentTemplate, DeveloperCapacity, OpenAIConfiguration, SLARule, TrackedField, CloudNimbusGlobalSettings.
5 Triggers + 4 Platform Events
WorkItemTrigger, WorkItemCommentTrigger, ContentDocumentLinkTrigger, WorkLogTrigger, and NotificationTrigger. Plus DeliveryWorkItemChange__e, DeliverySync__e, DeliveryEscalation__e, and DeliveryDocEvent__e for real-time external integration.
CumulusCI + GitHub Actions
Every PR spins up a namespaced scratch org, deploys, runs 600+ Apex tests (89%+ coverage enforced), runs PMD analysis, and tears down. Production-ready CI/CD.
What Makes Delivery Hub Different
80+ PRs. 35+ major capabilities. 225 Apex classes. 68 LWCs. 89%+ test coverage. The platform that keeps getting better — all free.
Workflow Builder
Create any business process visually. Define stages, transitions, persona views, and stage gates entirely through Custom Metadata — no Apex, no LWC changes, no deployment required. The board adapts automatically.
- Ships with Software Delivery (37 stages) and Loan Approval (8 stages)
- 90+ persona view records for role-based board layouts
- Stage requirements block transitions when fields are missing
- Dynamic forms adapt fields shown per workflow type and stage
Invoice & Document Engine
Generate invoices, status reports, agreements, and proposals directly from your Salesforce data. All 4 core template types — Invoice, Client Agreement, Contractor Agreement, and Status Report — render properly as PDFs with white-label branding. One-click email delivery, payment tracking with a full A/R ledger, document versioning with audit trail, automated invoice generation, and client-facing approval flows.
- 8 document templates with versioning (v1, v2, v3...)
- Client approval flow: Approve or Dispute with reason capture
- 5 transaction types, 5 payment methods, full A/R ledger
- Prior balance auto-excludes superseded versions
Sync Reconciler
Cross-org sync is only useful if it stays in sync. The Reconciler runs on a configurable schedule, compares record states between connected orgs, detects drift (missed updates, failed retries, field-level mismatches), and queues corrections automatically. Full audit trail of every reconciliation run.
- Automatic drift detection between connected orgs
- Self-healing corrections queued without manual intervention
- Configurable schedule with full reconciliation audit log
Org A ↔ Org B
142 records in sync • 0 drift detected
Org A ↔ Org C
3 corrections queued • auto-healing
MCP Server & AI Integration
Delivery Hub ships with a Model Context Protocol (MCP) server that exposes work items as Claude-compatible tools. AI agents can query tasks, log time, post comments, update stages, and process work — enabling fully automated delivery pipelines orchestrated by AI.
- Claude-compatible tool definitions for all major operations
- Task API with special 'ai' assignee keyword for AI-driven processing
- Works alongside existing AI features (auto-descriptions, estimation, digests)
// MCP Tool Call
tool: delivery_query_tasks
filter: assignee=ai, status=New
// AI Agent Response
Found 3 tasks. Processing...
WI-1042: Generated description
WI-1042: Estimated 4 hours
WI-1042: Stage → Development
Bell Notifications
User-level opt-in notifications delivered right inside Salesforce. Get bell alerts for escalations, comment replies, stage changes, and SLA breaches. Each user configures their own notification preferences — no admin overhead.
- Escalation alerts when SLA thresholds are breached
- Comment reply notifications for threaded conversations
- Per-user opt-in preferences — no noise, only what matters
SLA Breach: WI-1038
Critical priority • 2 hours overdue
New comment on WI-1045
Sarah replied to your thread • 5m ago
Bounty Marketplace
Post work as open bounties with a full REST API. Developers browse available bounties, submit claims with NTE estimates, and deliver through the complete lifecycle. Budget guards enforce spending limits, and multi-developer competitive submissions let you pick the best approach.
- REST API for programmatic bounty management
- NTE budget guards with automated warnings at threshold
- Developer profiles with completion rates and rankings
NTE: $2,400 • 2 claims submitted
NTE: $800 • 12 of 16 hrs logged
NTE: $1,200 • Paid via Melio
Timeline / Gantt View
A standalone tab alongside the Kanban board, built on CSS Grid for pixel-perfect alignment. See your entire delivery landscape on one screen — work items render as stage-colored bars spanning their start date to ETA.
- Week, Month, and Quarter zoom levels
- Group by entity to isolate each client's workload
- Click any bar to navigate directly to the work item
- Today-line marker scrolls with the view
Document Versioning & Invoice Approval
Regenerate a document and the old version is preserved automatically with a Superseded status. Clients approve or dispute invoices directly from the portal — no email back-and-forth. Dispute reasons are captured, status banners keep everyone informed, and Transaction records maintain the full audit trail.
- Auto-incrementing version numbers (v1, v2, v3...)
- Prior balance excludes superseded invoices automatically
- Approve or Dispute buttons in the client portal
- Dispute reason capture routes back to vendor for resolution
Platform Events & Email Inbound
Four dedicated Platform Event channels — DeliveryWorkItemChange__e, DeliverySync__e, DeliveryEscalation__e, and DeliveryDocEvent__e — push real-time notifications to any subscriber. Reply to notification emails and your response becomes a comment on the matching work item with attachments linked automatically.
- Board auto-refreshes when another user moves a card
- Subscribe from LWC, Apex, Flow, or external systems (CometD / Pub-Sub API)
- Email inbound: work item number parsed from To address and Subject line
- Email inbound disabled by default, enabled per-user — no noise
// Platform Event fired
DeliverySync__e {
recordId: 'a1X...'
action: 'StageChanged'
newValue: 'Code Review'
}
// Email inbound
To: WI-1042@delivery.example.com
→ Comment created on WI-1042
→ 2 attachments linked as Files
Configurable Settings, Demo Org & API v1
Four operational settings control Apex runtime behavior without deployment: when the reconciler runs, how many sync retries, how long to keep activity logs, and the escalation cooldown gap. Spin up a fully configured demo org with one command. All REST endpoints are versioned under /deliveryhub/v1/ for backward-compatible evolution.
- Change settings at runtime — zero deployment, zero downtime
cci flow run demo_org— ready in minutes- Branded SVG app logo in the Salesforce App Launcher
- Formal API versioning under /deliveryhub/v1/
Runtime Settings
Portal Time Entry & Saved Filters
Portal users log hours directly from the work item detail page with preset duration buttons. Save board filter presets and load them with one click. Hide empty board columns to focus on active work. All designed to eliminate friction from daily workflows.
- Preset buttons: 15m, 30m, 1h, 2h, 4h — one click to log
- Work log table with lazy loading for large histories
- Saved filters store complete state: persona, assignee, priority, dates, entity
- Hide Empty Columns toggle — independent of Show Extended Pipeline
Hours — WI-1042
Invoice Automation
Stop creating invoices manually. DeliveryInvoiceGenerationService auto-generates Draft invoices and summaries on configurable schedules. Choose Daily (hours-based), Weekly, Monthly (dollars-based), or Quarterly frequencies per entity. Overdue detection auto-marks past-due invoices, and a pending invoice banner alerts you in the document viewer.
- 4 frequencies: Daily, Weekly, Monthly, Quarterly
- Overdue detection auto-marks invoices past due date
- Pending invoice banner in the document viewer
- All 4 document templates render properly: Invoice, Client Agreement, Contractor Agreement, Status Report
Invoice Generation Schedule
Velocity & Capacity Planning
Know exactly how fast your team delivers and when the project will finish. DeveloperCapacity__mdt stores team capacity metadata. DeliveryVelocityService calculates team velocity, individual developer velocity, projected completion dates, and capacity utilization — all visualized in a dedicated LWC dashboard with charts and what-if scenario analysis.
- Team velocity and per-developer velocity metrics
- Projected completion dates based on current throughput
- What-if analysis: “What if we add 2 developers?”
- Admin-only Velocity tab — capacity utilization charts
Velocity Dashboard
12.4
Items / Week
87%
Capacity Used
Apr 18
Projected Done
3.1
Dev Velocity Avg
Self-Service Onboarding
New clients get started in seconds. One-click entity onboarding auto-creates PortalAccess with a 128-bit secure token. Template manager lets you define reusable workflow templates. The workflow type picker displays phase pills so users instantly see what stages their work will flow through.
- One-click entity onboarding with 128-bit token
- Template manager for reusable workflow configurations
- Workflow type picker with visual phase pills
- Self-service portal authentication flow
Entity Onboarding
New Client Setup
Auto-creates PortalAccess + token
Phase pills preview the full workflow
Activity Dashboard & Analytics
Understand how your team uses Delivery Hub. Five native Salesforce reports — User Activity Summary, Component Usage, Activity By Day, Page Navigation, and User Adoption — feed a dedicated LWC dashboard. See weekly and monthly totals, 7-day trends, and top users at a glance from the Analytics tab in your workspace.
- 5 Salesforce reports out of the box
- Weekly/monthly totals with 7-day trend sparklines
- Top users leaderboard and adoption tracking
- Clickable dashboard tiles navigate to underlying reports
Analytics Dashboard
847
This Week
3.2k
This Month
+18%
7-Day Trend
Setup Takes About 3 Minutes
No consultants. No manual REST endpoint configuration. No Apex scripts to run.
Install the package
One click from AppExchange or the install link below.
Open Delivery Hub
Find the Delivery Hub app in your Salesforce app launcher.
Click Quickstart Connection
Configures scheduled jobs, connection handshake, and default settings automatically.
Create your first work item
Drag it onto the board. You’re live.
Ready to Stop Chasing Status Updates?
Install Delivery Hub for free and give your team one place to track everything. No credit card. No trial period.