OrganizationAcme Corp
Acme Corp Northstar Health Add Organization
ProjectSelect project
CRM Modernization CPQ Rollout Revenue Cloud Upgrade Training Refresh Create Project
FoundrySalesforce Production
Salesforce Production UAT Sandbox Training Sandbox Developer Sandbox CPQ Demo Org Revenue Cloud Upgrade Org Connect Existing Sandbox
ReleaseRevenue Cloud Upgrade
Open Release Station
Sprintnext-sprint
Define Sprint

Intake

Who are you working with?

Intake selects or creates the Organization, People, and Project records that scope every later station in the Forge process.

Continue to Foundry

Guided Forge Entry

Welcome to the Forge.

Start by choosing who you are working with, what project you are forging, and which systems should power the work.

  1. Who are you working with?
  2. What project is starting?
  3. What systems should power this work?
  4. Do you want Salesforce DevHub for scratch orgs?
  5. Do you want Jira, GitHub, and Slack connected?
Choose Organization Add Person Enable Demo Forge

Setup Checklist

Organization Acme Corp Who are you working with? Project Select or create Project What work is starting? Salesforce DevHub Connect Salesforce DevHub No Salesforce DevHub has been connected to use scratch orgs. Jira Connect during project setup or any time Requirements and acceptance criteria become delivery context. GitHub Connect repository evidence Branches, commits, and pull requests attach to the Project. Slack Connect team decisions Approvals and human decisions can become Ledger evidence.

Organization

Choose an existing Organization

Do not start over if the customer already exists. Select it, then create or choose the Project underneath it.

Customer

Acme Corp

Manufacturing / 0015f00000ACME01

Edit

Project

Choose a Project

Projects belong to the selected Organization and carry purpose, requirements, acceptance criteria, and delivery connections.

Active

CRM Modernization

Modernize the core sales and service delivery system.

Edit

Build

CPQ Rollout

Implement product, pricing, quote, contract, and order capabilities.

Edit

Testing

Revenue Cloud Upgrade

Upgrade revenue operations without losing deployment evidence.

Edit

Recommended

Training Refresh

Refresh enablement environments before the demo program.

Edit

People

Add delivery role

Person

Primary

Morgan Lee

VP Sales Operations / morgan.lee@acme.example.com

Person

Jamie Chen

Release Manager / jamie.chen@acme.example.com