OrganizationNorthstar Health
Acme Corp Northstar Health Add Organization
ProjectTraining Refresh
Service Modernization Create Project
FoundryScratch Org
Training Sandbox Connect Existing Sandbox
ReleaseBug Fix 14
Summer Release Bug Fix 14 Revenue Cloud Upgrade Training Refresh Open Release Station
Sprintrelease-hardening
Current Sprint Next Sprint Release Hardening 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 Northstar Health Who are you working with? Project Training Refresh 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

Northstar Health

Healthcare / 0015f00000NORTH1

Edit

Project

Choose a Project

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

Planning

Service Modernization

Plan a service workspace with scoped customer evidence.

Edit

People

Add delivery role

Person

Primary

Avery Patel

Director of Service Transformation / avery.patel@northstar.example.com