Getting Started
Go from zero to tracking work items in under 10 minutes. Delivery Hub installs directly into your Salesforce org with no external dependencies.
Not ready to install into your Salesforce org yet?
Poke around a live demo environment first — no install, no signup.
1. Install Delivery Hub
Click the button below to install the managed package into your Salesforce org. You can install for admins only or all users — you can always adjust permissions later.
Package ID: 04tQr000000UC8bIAG (v0.162.0.1)
2. Run the Quickstart Wizard
After installation, open the Delivery Hub app from the App Launcher. Record pages are automatically assigned across all Lightning apps — no manual page assignment needed. The Quickstart wizard will guide you through:
- AAssigning permission sets to your users
- BConfiguring your organization defaults (timezone, working hours, sprint length)
- CConnecting additional Salesforce orgs for cross-org sync (optional)
- DEnabling AI features for estimation and description generation (optional)
3. Create Your First Work Item
Navigate to the Kanban Board tab and click + New Work Item. Fill in:
| Field | Description |
|---|---|
| Title | A short name for the task (e.g., "Add revenue report") |
| Description | What needs to be done. AI can generate this from the title. |
| Priority | Low, Medium, High, or Critical |
| Estimated Hours | AI suggests an estimate; you can adjust it. |
| Fast Track | Toggle on to skip the approval queue for small fixes. |
Once created, the work item appears on the Kanban board in the Requested column. Drag it to Approved to start the delivery pipeline.
4. Connect Additional Orgs (Optional)
If you work with vendors or have multiple Salesforce orgs, you can enable cross-org sync. Go to Setup → Delivery Hub Settings → Connected Orgs and follow the prompts to authenticate and link orgs.
Once connected, work items can be synced bidirectionally between orgs using the REST sync engine. See the API Reference for details.
5. Explore Your Dashboard
After setup, your Delivery Hub home page gives you immediate access to:
- ✓Board — drag-and-drop Kanban pipeline with saved filters, hide-empty-columns toggle, and persona views
- ✓Timeline — horizontal Gantt view with week/month/quarter zoom, entity grouping, and stage-colored bars
- ✓Activity — real-time stream of changes, comments, and stage transitions powered by Platform Events
- ✓Docs — Document Engine for invoices, agreements, and PDF email delivery with version history and approval/dispute workflows
- ✓Guide — in-app documentation with 10 searchable sections
- ✓Settings — workspace configuration and connected org management
- ✓Workflows — visual workflow builder for stages, transitions, and persona views
- ✓Analytics — activity dashboard with user analytics, weekly/monthly totals, 7-day trends, and clickable report navigation
- ✓Velocity — team velocity and capacity planning with projected completion dates, capacity utilization, and what-if scenarios
- ✓Templates — workflow template CRUD for creating and applying reusable work item templates
WorkLog approval workflow: Optionally enable hour-log approvals in Delivery Hub Settings so managers can review and approve logged time before it counts toward budgets.
Configurable operational settings: Fine-tune the platform by adjusting Reconciliation Hour, Sync Retry Limit, Activity Log Retention Days, and Escalation Cooldown Hours in Delivery Hub Settings. Changes take effect on the next scheduled run — no deployment required.
6. Generate Your First Invoice
The Document Engine is included in every Delivery Hub installation and requires no additional configuration to get started. Navigate to any Network Entity record and click Generate Document to create your first invoice.
| Setting | What It Does |
|---|---|
| DocumentCcEmailTxt__c | CC email address for all sent invoices. Set this on your DeliveryHubSettings record so every PDF email automatically copies your accounting team. |
| Payment Terms | Choose Net 30, Net 15, or Due on Receipt. The due date on every invoice is calculated automatically from the send date. |
| Entity Default Rate | Set a default hourly rate on the NetworkEntity record. Individual WorkItems or WorkRequests can override this rate. |
| Vendor Entity | Your vendor NetworkEntity record provides the company name, address, and branding on every generated document. |
7. Invite Your Team to the Portal
Your clients and stakeholders can access a full-featured web portal at cloudnimbusllc.com/portal. The portal includes 36+ pages: Kanban board, activity feed, hour logging, file viewer, metrics dashboard, reports, search, timeline view, bounty board, CSV import, and more — no Salesforce license required. Authentication supports passkeys (WebAuthn/FIDO2), passwords, and magic links.
8. Set Up Email Integration (Optional)
Delivery Hub can process inbound emails as work item comments. In Salesforce Setup, navigate to Email Services and create a new service pointing to the DeliveryInboundEmailHandler Apex class. The DeliveryEmailService class handles outbound composition and delivery. When someone forwards an email to the service address, the handler parses the subject line to match an existing work item and creates a comment with the email body. Attachments are linked as files automatically.
9. Spin Up a Demo Org (Optional)
Want to explore Delivery Hub with sample data before installing in your production org? Use the CumulusCI demo_org flow to provision a fully configured scratch org with sample work items, workflows, invoices, populated dashboards, and pre-configured platform events:
The demo org is ready in a few minutes and includes everything you need for evaluation, training, or conference demos. Requires CumulusCI and a Salesforce Dev Hub.
Next Steps
- Architecture — understand the data model and how objects relate
- Features — explore the full feature set
- CI/CD — set up automated testing and deployment
- Document Engine — generate invoices, send PDF emails, and track payments