Documentation
Everything you need to install, configure, and extend Delivery Hub. Whether you're setting up for the first time or integrating with your CI/CD pipeline, start here.
Getting Started
Install Delivery Hub, run the setup wizard, and create your first work item in under 10 minutes.
Architecture
Data model with 35 custom objects + metadata + events, 225 Apex classes, 68 LWCs, 89%+ test coverage, CI/CD with PMD scanner, sync engine, namespace handling, and how everything fits together.
Features
100+ features including Kanban board, timeline view, saved filters, workflow builder, cross-org sync, document versioning, invoice automation, velocity dashboards, self-service onboarding, activity analytics, template manager, platform events, AI with MCP server, ghost recorder, bounty marketplace, and more.
Workflow Platform
Visual workflow builder with configurable stages, personas, transitions, and dynamic forms via Custom Metadata. Ships with seven workflow types: Software Delivery, Implementation Project, Loan Approval, Support Triage, Onboarding Checklist, Change Management, and Operations.
Document Engine
Generate invoices, status reports, and agreements with 5 built-in templates. Document versioning, invoice approval and dispute flow, PDF rendering, email delivery, payment tracking, accounts receivable, and token-based e-signature with SHA-256 hash chain audit.
Sync Engine
Real-time bidirectional sync between Salesforce orgs. Push/pull architecture, echo suppression, GlobalSourceId kill-switch, Sync Reconciler for self-healing drift detection, 4 platform events for real-time updates, and multi-tenant isolation.
AI Features
Auto-generate descriptions, estimation, weekly digest, board summary, invoice narratives, smart attention scoring, AI draft, release notes generator, and MCP server for AI agent integration.
Activity Tracking
Ghost Recorder, field change detection, Activity Feed, Time Logger, bell notifications, and scheduled cleanup.
Client Portal
36+ page web portal with Kanban board, documents, activity feed, hour logging, metrics, bounty board, and passkey/password/magic link authentication.
API Reference
Public API v1 with 25+ endpoints, Sync API, Task API, and Public Submission endpoints with authentication, payloads, and error codes. Includes timeline, saved filters, document versions, and approval endpoints.
CI/CD
CumulusCI setup, GitHub Actions workflows with PMD static analysis, scratch-org-per-PR development, demo_org flow, 89%+ test coverage, and 73 Apex test classes with 650+ tests.
Open Source
Delivery Hub is fully open source, created by Glen Bradford. Browse the code, file issues, or contribute on GitHub.