Delivery Hub ships with seven complete workflow types covering the most common business processes. Every stage, persona, transition, and column layout is defined in Custom Metadata — drop in your own workflow types by adding records, no Apex or LWC changes needed.
Every workflow type is fully configurable. Use them as-is, customize stages and personas to match your process, or create your own from scratch by adding Custom Metadata records.
The reference workflow Delivery Hub was built around. Covers the complete software delivery lifecycle from backlog through scoping, sizing, proposal, client approval, development, scratch testing, QA, internal UAT, client UAT, sign-off, merge, and deployment to production. Four persona views (Client, Consultant, Developer, QA) with grouped columns.
Common Use Cases
Salesforce consulting and implementation work
Custom software delivery for external clients
Multi-stakeholder agile delivery with formal sign-off
Cross-org sync between dev/staging/prod environments
Persona Views
ClientConsultantDeveloperQA
Each persona sees a different set of board columns. Configure via WorkflowPersonaView__mdt records — no code.
Showing 16 of 37 stages — see the full list in your org after install.
Workflow 2 of 7·11 stages · 3 personas
Implementation Project
Discovery through hypercare
Consulting and SI project delivery with a waterfall-style progression. Three persona views for Project Manager, Consultant, and Client Stakeholder. Built for engagements that need formal phase gates rather than agile stage-by-stage flow.
Common Use Cases
Salesforce SI implementations with milestone billing
Multi-month consulting engagements
Hypercare and post-go-live support tracking
Client status reporting against fixed phases
Persona Views
Project ManagerConsultantClient Stakeholder
Each persona sees a different set of board columns. Configure via WorkflowPersonaView__mdt records — no code.
Loan disbursement workflow tracking funding requests from intake through processing, approval, and payment. Persona-based views for Borrower, Processor, and Admin. Originally built for Mobilization Funding's invoice-finance disbursement pipeline.
Common Use Cases
Invoice financing and factoring disbursement tracking
Construction draw schedules
Grant disbursement workflows
Any approval-then-payment financial pipeline
Persona Views
BorrowerProcessorAdmin
Each persona sees a different set of board columns. Configure via WorkflowPersonaView__mdt records — no code.
Stages
NewProcessingSubmit For ApprovalApprovedNeeds Info PendingReady in ValleyPaidDenied
Workflow 4 of 7·8 stages · 3 personas
Support Triage
Fast linear flow, intake to resolution
Support work item lifecycle from intake through resolution. Three persona views for Support Agent, Engineering, and Customer with a fast linear flow. Designed for teams that want a lightweight ticket-style workflow without the overhead of a full ITSM tool.
Common Use Cases
Customer support ticket triage
Internal helpdesk request handling
Bug intake and routing to engineering
Pending-customer communication tracking
Persona Views
Support AgentEngineeringCustomer
Each persona sees a different set of board columns. Configure via WorkflowPersonaView__mdt records — no code.
Stages
NewTriagedInvestigatingPending CustomerIn ProgressReady For ReleaseResolvedClosed
Workflow 5 of 7·7 stages · 3 personas
Onboarding Checklist
Employee or customer onboarding with approval gates
Employee or customer onboarding workflow with approval gates. Three persona views for HR Admin, Manager, and New Hire with hold/resume capability. Tracks each onboarding task through review and approval before it can be marked complete.
Common Use Cases
Employee onboarding (HR forms, IT provisioning, training)
Each persona sees a different set of board columns. Configure via WorkflowPersonaView__mdt records — no code.
Stages
Not StartedIn ProgressPending ReviewPending ApprovalApprovedOn HoldCompleted
Workflow 6 of 7·12 stages · 3 personas
Change Management
CAB review and rollback tracking
Track change requests from submission through review, approval, implementation, and verification. Supports formal Change Advisory Board (CAB) review and rollback tracking. Built for organizations with formal change-control requirements.
General operations task management: report issues, assign owners, track resolution, and document outcomes. Ideal for IT ops, facilities, HR requests, and internal service desk workflows. Three persona views for Submitter, Triage, and Resolver.
Common Use Cases
Internal IT service desk
Facilities ticket queue
HR request management
Anything not formal enough for ITSM but too varied for spreadsheets
Persona Views
SubmitterTriageResolver
Each persona sees a different set of board columns. Configure via WorkflowPersonaView__mdt records — no code.
Add a WorkflowType__mdt record. Add WorkflowStage__mdt records for each stage. Add WorkflowPersonaView__mdt records to define what each persona sees. The Kanban board, dashboards, and APIs all pick up the new workflow automatically. No Apex changes. No LWC changes. No deployments.