Explore Delivery Hub

Custom stages, personas, and transitions via Custom Metadata. Ships with seven workflow types out of the box: Software Delivery, Implementation Project, Loan Approval, Support Triage, Onboarding Checklist, Change Management, and Operations — 92 stages total. Add your own workflow types with just metadata records. Visual Workflow Builder UI lets you define any business process without code.

Create reusable templates for common work item types. Apply a template to pre-fill description, acceptance criteria, priority, and estimated hours. Clone existing templates to create variations. Activate and deactivate to control availability.

Four configurable runtime settings: retention days, retry limit, reconciliation hour, and escalation cooldown. Feature toggles for AI auto-descriptions, invoice automation, portal access, and more. Change at runtime without deployment.

Four platform event channels including DeliveryWorkItemChange__e push real-time notifications to external systems. Board auto-refreshes instantly when another user moves a card. Webhook endpoint pushes to Slack, custom apps, data pipelines, or anything that accepts HTTP.

Automated CI/CD with PMD static analysis, 89%+ Apex test coverage, scratch org per task workflow, and CumulusCI automation. Demo org flow creates a fully configured scratch org with sample data in minutes.

Comprehensive audit logging via User_Activity_Log__c captures every user action including page views, record changes, component interactions, and portal access. Automatic field change detection logs old and new values on every work item modification. Full audit trail for compliance and debugging.

Two-tier permission set architecture with Admin and User roles. Admins get full configuration access including workflow setup, metadata management, and user provisioning. Standard users get scoped access to their assigned entities and work items. Field-level security enforced across all objects.

In-app documentation tab with 10 searchable sections covering setup, features, sync, and troubleshooting. Persona-filtered views show only what's relevant to admins, developers, or end users. Always up to date, always available inside the app.