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.
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.
2. Run the Quickstart Wizard
After installation, open the Delivery Hub app from the App Launcher. 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.
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