Features
A complete reference of everything Delivery Hub can do. 100+ features across work management, timeline and Gantt visualization, workflow builder, document generation with versioning and invoice automation, velocity and capacity planning, self-service onboarding, activity analytics, template management, cross-org sync with reconciliation, AI intelligence with MCP server, ghost recorder, bounty marketplace, passkey login, platform events for real-time integration, email inbound handling, bell notifications, release notes generator, AI draft, portal time entry across 36+ portal pages, configurable runtime settings, and analytics. 225 Apex classes, 68 LWCs, 89%+ test coverage. All built natively on Salesforce, all free.
Work Management12 features
Kanban Board
A drag-and-drop board for managing work items through your delivery pipeline. Configure up to 40+ stages to match your team's workflow (e.g., Requested, Approved, In Development, Code Review, QA, UAT, Deployed). Supports filtering by assignee, priority, client, and date range.
Configurable Workflows
Define custom stages, personas, and transitions entirely through Custom Metadata Types — no code required. Three CMT objects (WorkflowType__mdt, WorkflowStage__mdt, WorkflowPersonaView__mdt) control every aspect of your pipeline. Ships with Software Delivery (37 stages) and Loan Approval (8 stages) out of the box. Add your own workflow types by creating metadata records.
Fast Track
Small fixes and low-risk changes shouldn't sit in an approval queue. Toggle Fast Track on a work item to skip the approval stage and move it directly to development. The item is still tracked and audited — it just skips the bottleneck.
Timeline / Gantt View
A standalone tab alongside the Kanban board, built on CSS Grid for pixel-perfect alignment. Switch between Week, Month, and Quarter zoom levels to see the right level of detail. Work items render as stage-colored horizontal bars spanning their start date to ETA. Group by entity to see each client's workload separated visually. Click any bar to navigate directly to the work item record. The today-line marker scrolls with the view so you always know where you are relative to deadlines.
Saved Board Filters
Save, name, and recall your favorite board filter combinations with one click. A DeliverySavedFilter__c object stores the complete filter state — persona view, assignee, priority, status, date range, entity, and workflow type — per user. Load a saved preset and the board instantly reconfigures to that exact view. Filters are private to each user, persist across sessions, and can be renamed or deleted at any time. No more re-selecting the same six dropdowns every morning.
Hide Empty Columns
A board-level toggle that collapses Kanban columns with zero work items, independent of the Show Extended Pipeline toggle. Workflows with 30+ stages often have only 5–10 active at any given time — hiding empty columns reclaims horizontal space and focuses attention on where work actually lives. The toggle state persists per user across sessions and works with any workflow type.
Stage Gates
Block stage transitions when required fields are missing. Enforce process without micromanagement. Forward and backtrack transitions are defined per stage in Custom Metadata, giving you fine-grained control over what moves where.
Work Requests
Clients and stakeholders submit requests through a simple form. Requests land in a separate queue for the team to triage. Once approved and scoped, a request converts into a full work item on the board.
Dependencies
Define blocking relationships between work items. If Task B depends on Task A, Task B cannot move to 'In Development' until Task A is marked complete. Dependencies are visualized on the Kanban board with connector lines.
Dependency Graph
A standalone graph visualization (deliveryDependencyGraph LWC) for inspecting blocking relationships across an entire backlog. Force-directed layout, drag-to-rearrange, and chain-length highlighting make it obvious where the critical path lives and which items are bottlenecks for the most downstream work.
Work Item Refiner
AI-assisted work item refinement (deliveryWorkItemRefiner LWC). Paste a rough one-liner or a stakeholder email and the refiner produces a properly structured work item: clearer title, full description with acceptance criteria, suggested priority, and an effort estimate. Reviewable before save — the human always has the last word.
Recurring Items
Auto-create work items on configurable schedules. Standups, weekly deploys, monthly reviews — anything that repeats. Set it once and the scheduler handles the rest.
Document Engine11 features
Invoice Generation
Select an entity and date range, and the engine snapshots all work items, time logs, and rates into a frozen document record. Zero-hour work items are automatically filtered out so only billable entries appear. Rates cascade: WorkRequest rate > WorkItem rate > Entity default rate. The snapshot is immutable — editing the source data after generation does not change the invoice.
PDF Rendering & Email Delivery
Professional Visualforce-rendered PDF with company header, sold-to section, work items table, time log detail, A/R summary, and payment footer with cloudnimbusllc.com link. Each work item line includes a clickable hyperlink back to its Salesforce record. Runtime namespace detection eliminates %%%NAMESPACE_PREFIX%%% token issues across managed and unmanaged contexts. Proper page breaks for multi-page invoices. Send invoices as PDF email attachments with configurable CC recipients. Status auto-transitions to Sent, due date calculated from payment terms (Net 30, Net 15, Due on Receipt).
Payment & A/R 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 (Check, Wire, ACH, Credit Card, Cash). Auto-marks invoices as Paid when fully covered. Each invoice includes a complete Accounts Receivable summary.
White-Label Branding
The PDF header, footer, and email automatically pull from the vendor NetworkEntity record. Any subscriber's vendor entity auto-brands their documents — zero configuration needed. Your company name, address, and contact info appear on every document.
Document Versioning
Regenerate any document and the engine automatically preserves the previous version with a Superseded status. Version numbers auto-increment (v1, v2, v3...) so there is never ambiguity about which version is current. Each version retains its own frozen JSON snapshot of the source data at the moment of generation, enabling side-by-side comparison of any two versions. The A/R summary on new invoices automatically excludes superseded prior invoices from the prior balance calculation, so financial totals are always accurate even after regeneration.
Invoice Approval & Dispute Flow
Clients approve or dispute invoices directly from the portal — no email back-and-forth required. The approval UI shows Approve and Dispute buttons with a dispute reason text field. Disputed invoices capture the reason, route back to the vendor with a visible status banner, and create a DeliveryTransaction record for audit. Status flow: Draft → Pending Approval → Approved / Disputed → Sent → Paid. Status banners on the invoice detail page change color and messaging based on current state so both parties always know where things stand.
5 Document Templates Out of the Box
Invoice, Status Report, Client Agreement, Contractor Agreement, and Security Audit — all driven by DocumentTemplate__mdt custom metadata. Add new templates without code changes. Each template defines its own fields, layout hints, AI prompt, and generation logic. The Security Audit template ships in v0.155+ and powers the Permission Analyzer's exportable security report.
Scheduled Invoice Generation
Auto-generate invoices on configurable schedules — Daily, Weekly, Monthly, or Quarterly. DeliveryInvoiceGenerationService runs on schedule and creates draft invoices for every billing-enabled entity (EnableBillingDateTime__c + BillingFrequencyPk__c on NetworkEntity__c). EnableInvoiceGenerationDateTime__c and LastInvoiceGenerationDate__c on DeliveryHubSettings__c control the automation. Overdue detection auto-marks past-due invoices. Pending invoice banner in the document viewer.
Native Multi-Party E-Signature
Documents support multiple signers with sequential or parallel routing, built directly into the Document Engine — no DocuSign required. The deliveryDocumentSignatureBlock LWC renders the signature flow inside Lightning, while deliveryDocumentSignPortal handles external public-portal signing through token-secured links. Admins can copy and rotate signer access tokens at any time.
Drawn Signature Pad
Canvas-backed signature pad (deliverySignaturePad LWC) captures pen strokes as SVG and embeds them directly in the signed PDF. Works on touch and mouse. Available in both Lightning and the public portal signing experience.
Hash Chain Audit Trail
Every signature event materializes a SHA-256 hash chain entry against ActivityLog (PriorHashTxt__c). The result is a tamper-evident audit log compatible with ESIGN/UETA. Each entry links to the prior entry's hash, so any modification breaks the chain and is detectable. Used by both the Document Engine and the Bool→DateTime audit pattern across the package.
Sync Engine3 features
Cross-Org Sync
Share work items, comments, files, and hours between Salesforce orgs in real time. Ideal for vendor/client relationships where both parties use Salesforce. The V3 sync engine handles bidirectional updates, echo suppression via GlobalSourceIdTxt__c, retry logic (up to 3 attempts), and multi-tenant isolation automatically.
Multi-Vendor Routing
Send work items to multiple external orgs, each independently tracked. EntityTypePk__c enforcement ensures routing queries filter correctly for Vendor, Client, or Both entity types.
Data Lineage
Visual sync chain showing upstream vendors, this org, and downstream clients with per-entity health metrics. See synced/failed percentages and last sync times at a glance.
AI Intelligence4 features
AI Estimation & Descriptions
Describe a task in one sentence. AI generates a detailed description, acceptance criteria, and an hour estimate based on task complexity. Uses Salesforce-native AI (Einstein) or a configurable external LLM endpoint. AI-generated content is always editable before committing.
Auto-Generate Descriptions
Toggle on AutoGenerateDescriptions in Delivery Hub Settings and AI automatically writes detailed descriptions and acceptance criteria whenever you enter a title on a new work item. No extra clicks — just type and let AI fill in the details.
AI Weekly Digest & Narrative
Scheduled email summarizing delivery status across all active work items. The board also supports one-click narrative generation for executive-ready weekly updates. AI compiles status, blockers, and progress into polished prose.
ETA Engine
Automatically calculates projected delivery dates based on estimated hours, team capacity, working hours, and dependency chains. Updates in real time as tasks are completed or reprioritized. Surfaces on the System Pulse dashboard and individual work item records.
Activity & Time Tracking7 features
Ghost Recorder
Floating utility bar component detected across all Lightning apps. Submit issues, log time, and capture context without leaving your current screen. Keyboard shortcut for instant access. Captured entries are saved as draft records for review before submission.
Activity Tracking & Field Change Detection
Automatic field change tracking logs every modification to work items — stage changes, priority updates, assignee swaps, description edits. Old and new values are captured with timestamps. A scheduled cleanup job prunes stale activity records to keep the org lean.
Time Logger & WorkLog Approval
Quick hour logging with an enhanced date picker for past entries. WorkLogs save as Draft until explicitly approved. Batch approve or reject from the Activity Feed. The approval policy is controlled by a DateTime setting for full audit trail. Approved hours sync to client orgs automatically.
Activity Timeline
A vertical timeline view (deliveryActivityTimeline LWC) of every change on a work item: stage transitions, field updates, file uploads, comments, and approvals — all in chronological order with the actor and timestamp. Built on the same ActivityLog hash-chain pattern that powers the audit trail.
Stage History
A focused stage-only history view (deliveryStageHistory LWC) showing exactly when a work item entered and exited each stage, who moved it, and how long it spent there. Useful for cycle-time investigations and post-mortem analysis.
Activity Feed
Cross-item unified activity view showing comments, hours, and changes across all work items. Date-grouped timeline with conversation threads, inline reply, and batch WorkLog approval. Auto-refreshes every 30 seconds.
Portal Time Entry
Portal users log hours directly from a dedicated Hours tab on the work item detail page — no Salesforce license required. Preset duration buttons (15m, 30m, 1h, 2h, 4h) make common entries a single click. The work log table below shows all logged time with lazy loading for performance on items with extensive history. Logged hours follow the same Draft → Approved workflow and sync back to the vendor org automatically. The experience is fast enough that contractors actually use it instead of logging retroactively.
Collaboration & Visibility7 features
Chat & Comments
Threaded comments on every work item. Tag team members, attach files, and keep the full conversation history tied to the task — not scattered across email and Slack. Clients can comment directly if given access via a Community/Experience Cloud site.
File Rollup
Attach files to any work item. Files roll up to the parent project, giving managers a single view of all deliverables. Supports Salesforce Files, ContentVersion, and external links.
Client Dashboard
Phase counts, attention items, and recent activity — everything a client needs at a glance. Configurable sections for in-flight work, recently updated items, and attention-required items.
Client Portal
Full-featured web portal at cloudnimbusllc.com/portal. Kanban board, activity feed, hour logging, file viewer, metrics dashboard, CSV reports — all without a Salesforce license. Passkey, password, and magic link authentication.
Public Status Page
Shareable Visualforce delivery status view — no Salesforce login required.
Email Notifications
Stage-change alerts to keep stakeholders informed without manual effort.
Email Inbound Handler
Reply to any Delivery Hub notification email and your reply becomes a comment on the matching work item. The handler parses work item numbers from both the To address and the Subject line (e.g., WI-1042) to match the correct record. Attachments are linked as Salesforce Files automatically. The feature is disabled by default and can be enabled per-user via the notification preferences, so inboxes stay clean unless the user explicitly opts in. No forwarding rules or email service configuration — it works with the same notification emails Delivery Hub already sends.
Analytics & Operations15 features
System Pulse Dashboard
A real-time overview of everything happening in Delivery Hub. See work items by status, priority, assignee, and client. Track velocity, backlog size, and projected delivery dates. Designed for managers and executives who need the big picture.
Burndown Chart
Sprint progress tracking against ideal pace. Auto-generated from your work item data.
Cycle Time Analytics
Stage duration measurement to identify bottlenecks before they become blockers.
Developer Workload
Team capacity distribution dashboard. Spot overloaded developers before they burn out.
Escalation Engine
Rule-based auto-escalations with email alerts on SLA breaches, defined via WorkflowEscalationRule__mdt Custom Metadata.
SLA Tracking
Response and resolution time targets with visual status indicators.
CSV Import & Export
Bulk import work items from spreadsheets. Map columns to fields and create items in bulk. Export work items, hours, and activity to CSV from the portal.
Gantt Chart
Timeline visualization with configurable zoom (week, month, quarter) for delivery scheduling. Work items render as stage-colored bars plotted against a calendar grid. Group by entity to isolate client workloads. Click any bar to navigate to the record. Works alongside the Timeline View tab on the Kanban board. Shared infrastructure components (deliveryGanttToolbar + deliveryGanttQuickEdit) provide toolbar controls and inline quick-edit capabilities.
Velocity Dashboard
Team and developer velocity metrics with projected completion dates, capacity utilization charts, and what-if scenario analysis. The deliveryVelocityDashboard LWC queries DeliveryVelocityService for real-time metrics. DeveloperCapacity__mdt stores per-developer weekly capacity hours, allocation percentages, and workflow type assignments for accurate capacity planning.
Activity Dashboard
User analytics and tracking dashboard powered by the deliveryActivityDashboard LWC. Shows weekly and monthly totals, 7-day trends, top active users, and links to 5 Salesforce reports. Every dashboard tile is clickable and navigates to the underlying report. Includes 6 pipeline phase reports plus a WorkLog report with date filters.
Release Notes Generator
Auto-generate formatted release summaries from completed items.
Board Metrics
KPI cards showing key board statistics: items by stage, velocity trends, backlog size, and average cycle time. Available on the Kanban board header.
Executive Dashboard
A CMT-driven Executive Dashboard (deliveryExecutiveDashboard LWC) that ships on the home-page flexipage. Card definitions live in Custom Metadata so admins can add, remove, or reorder cards by inserting records — no code, no deploys. DashboardCardController is global so subscribers can extend cards in their own packages. Includes time-range toggles (7/30/60/90 days) and supports filtering by any of the seven built-in workflow types.
Permission Analyzer
A static security analysis tool (deliveryPermissionAnalyzer LWC) that audits user, profile, and permission set assignments against actual usage patterns. Surfaces over-privileged users, unused profiles, and permission set drift. Findings can be exported as a delivery-ready Security Report PDF via the Document Engine — one click generates a client-shareable audit document.
Smart Attention Score
Every work item gets a continuously-updated attention score (deliveryScore LWC) based on age, blocked-state duration, dependency depth, SLA proximity, and assignee load. Highest-scoring items bubble to the top of the dashboard so the team always knows what needs eyes next.
Portal & Public Access5 features
Public Submission API
Accept work item submissions from unauthenticated users via a rate-limited REST endpoint. Input validation (title max 88 chars, description max 32K), XSS prevention, XML entity escaping, and a 5-submissions-per-email-per-hour rate limit. Exposed via Salesforce Sites.
Task API
REST endpoint for CI/CD pipelines and AI agents to query and update work items. Filter by assignee, status, and workflow type. Supports a special 'ai' assignee keyword for AI-driven task processing.
Passkey Login
WebAuthn/FIDO2 passkey authentication for the client portal. Users can register biometric or hardware key credentials for passwordless login. Combined with password and magic link options, every client preference is covered. Passkeys eliminate phishing risk entirely — the browser handles the cryptographic handshake and the server never sees a secret.
Work Item Templates
Create reusable templates for common work item types. Apply a template when creating a new item to pre-fill description, acceptance criteria, priority, and estimated hours.
Self-Service Portal Onboarding
One-click entity onboarding powered by DeliveryPortalAccessService. Auto-creates PortalAccess__c records with 128-bit access tokens (AccessTokenTxt__c) for self-service auth provisioning. New clients get portal access instantly without manual admin setup.
Setup & Administration8 features
Quickstart Connection Wizard
A four-step Getting Started wizard that checks Salesforce Site status, guest user permissions, and Remote Site Setting reachability before attempting connection. Configures scheduled jobs, connection handshake, and default settings automatically.
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.
Configurable Settings
DateTime activation toggles for phased feature rollouts with full audit trail. Track exactly when each feature was enabled, by whom, and roll back if needed. Four operational settings actually control Apex runtime behavior: Reconciliation Hour (what hour the daily reconciler runs), Sync Retry Limit (max retry attempts before a sync item fails permanently), Activity Log Retention Days (how many days before the cleanup job prunes stale logs), and Escalation Cooldown Hours (minimum gap between repeated escalation alerts for the same work item). Change any setting and it takes effect on the next scheduled run — zero deployment, zero downtime. All settings are hierarchy custom settings controllable at org, profile, and user levels.
Demo Org
Run 'cci flow run demo_org' and get a fully configured scratch org in minutes. The demo org includes sample Network Entities (vendor + client), populated work items across multiple stages, work logs with approved hours, generated invoices, configured sync connections, and all dashboard components populated with realistic data. Ideal for evaluation, training, demos, and development. No manual data entry — everything is scripted and repeatable.
App Logo
Delivery Hub ships with a branded SVG logo that appears in the Salesforce App Launcher tile and the app navigation bar. The logo is packaged as a Static Resource and assigned via the Lightning App definition, so it renders correctly in both Classic and Lightning Experience without any manual configuration.
API v1 Versioning
All public REST endpoints follow formal versioning under /deliveryhub/v1/. This includes endpoints for work items, comments, sync, timeline data, saved filters, document versions, invoice approval, and public submissions. Versioned URLs ensure backward compatibility as the API evolves — existing integrations continue to work even as new versions are released.
Bool-to-DateTime Audit Trail
Six boolean toggle fields converted to DateTime stamps: ActivatedDateTime, BountyEnabledDateTime, EnableBillingDateTime, and others. Every setting change now records exactly when it happened and who made it — a proper audit trail instead of simple on/off flags. DateTime values survive formula-field queries and report filtering.
Unified Workspace Tabs
The main workspace provides 10 unified tabs: Board, Timeline, Activity, Docs, Guide, Settings, Workflows, Analytics, Velocity, and Templates. Each tab surfaces a dedicated capability without leaving the workspace. New tabs for Analytics (activity dashboard), Velocity (capacity planning), and Templates (template CRUD) were added in v0.125.
Workflow Builder4 features
Visual 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 Kanban board reads configuration at runtime and adapts automatically.
Dynamic Forms
Context-aware form layouts on all record pages, including the admin WorkItem page. Fields shown adapt based on workflow type, current stage, and user persona. The admin record page uses Salesforce Dynamic Forms for field-section-level control. Eliminates irrelevant fields and focuses users on exactly what matters for their current context.
Workflow Type Support
Dashboard components, board views, and analytics all support workflow type filtering. Switch between Software Delivery, Loan Approval, or any custom workflow type and see only the relevant data.
Template Manager
Full CRUD interface for workflow templates via the deliveryTemplateManager LWC. Create, edit, duplicate, and delete reusable templates that pre-fill work item fields when applied. Templates are stored per workflow type and accessible from the Kanban board's Templates workspace tab. DeliveryTemplateManagerController handles all template persistence.
Notifications & Alerts3 features
Bell Notifications
User-level opt-in notification system delivered right inside Salesforce. Get bell alerts for escalations, comment replies, stage changes, and SLA breaches. Each user configures their own notification preferences via NotificationPreference__c — no admin overhead, no noise.
Escalation Notifications
When SLA thresholds are breached or work items are stuck, the notification engine delivers targeted alerts to the responsible users. Escalation rules are defined via WorkflowEscalationRule__mdt Custom Metadata.
Comment Reply Alerts
Get notified when someone replies to your comment thread on a work item. Threaded conversation tracking ensures you never miss context in a discussion.
Bounty Marketplace4 features
Bounty Board
Browse, filter, and search open bounties on the public bounty board. Developers can view bounty details, NTE budgets, required skills, and submit claims with their approach and timeline.
Bounty REST API
Full REST API for programmatic bounty management. Create, list, claim, and manage bounties with filtering, pagination, and status updates. Powers both the web UI and external integrations.
Multi-Developer Submissions
The same bounty can receive competitive claims from multiple developers. Compare approaches, NTE estimates, and timelines before selecting the best fit. All developers who deliver accepted work get paid.
NTE Budget Guards
Every bounty claim requires a Not-To-Exceed estimate. Automated warnings fire when logged hours approach the NTE threshold. Budget overruns require explicit approval before additional hours are accepted.
AI & Automation5 features
MCP Server
Model Context Protocol server that exposes Delivery Hub as Claude-compatible tools. AI agents can query work items, log time, post comments, update stages, and process tasks — enabling fully automated work processing pipelines. Works with the Task API's special 'ai' assignee keyword.
AI Draft
Generate draft work items from minimal input. Provide a title or brief description and AI expands it into a fully structured work item with description, acceptance criteria, estimated hours, and suggested priority. Drafts are saved as review-ready records that can be refined before committing to the board.
Onboarding Wizard
Guided setup experience for new Delivery Hub installations. The wizard walks admins through permission sets, org defaults, connected orgs, AI configuration, and portal setup in a step-by-step flow. Validates prerequisites at each step and provides contextual help throughout.
Sync Reconciler
Self-healing sync between connected Salesforce orgs. The Reconciler runs on a configurable schedule, compares record states between orgs, detects drift caused by missed pushes or failed retries, and queues corrections automatically. Full audit trail of every reconciliation run.
Platform Events
Four dedicated Platform Event channels — DeliveryWorkItemChange__e, DeliverySync__e, DeliveryEscalation__e, and DeliveryDocEvent__e — fire on key actions: stage changes, sync completions, escalation triggers, and document status transitions. Subscribe from Lightning Web Components, Apex triggers, Flow, or external systems via CometD/Pub-Sub API for real-time push notifications. The Kanban board subscribes to DeliveryWorkItemChange__e to auto-refresh instantly when another user moves a card, eliminating the need for polling. External integrations (Slack bots, CI/CD pipelines, monitoring dashboards) can subscribe to the same events for seamless automation.
Want the technical details?
- Architecture — data model and sync engine internals
- API Reference — REST endpoints for the sync engine
- Sync Engine — V3 push/pull architecture, echo suppression, and multi-org routing
- Workflow Platform — configurable stages, personas, and transitions via Custom Metadata
- Document Engine — invoices, PDF rendering, payment tracking, and A/R ledger
- Activity Tracking — Ghost Recorder, field change detection, and Activity Feed
- AI Features — auto-descriptions, estimation, weekly digest, and board summary
- Client Portal — web portal with passkey auth, Kanban board, and document access
- CI/CD — automated testing and deployment