Briefing
Live Dashboard
Real Salesforce data, your own login. Compliance %, partner tier attainment, vendor cert coverage, click-through drill-downs, and per-employee timelines.
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Salesforce
Briefing
What's done in the sandbox, what's left to ship to production, who owns each step, decisions needed, and the 2โ3 week timeline. Print-friendly.
Read time
~5 min
Home
3 hero metrics + people grid + action items + requirements + vendor tiers + throughput trend
Partners
Dedicated vendor view โ tier targets, prereqs, holders, renewal countdowns, with logos
HR
Code of Conduct, Harassment Prevention
Compliance
ISO 9001, ISO 27001, CMMC, CUI, Insider Threat
IT
IT-tagged trainings
Cyber Security
Cyber Awareness, Shoulder Surfing, PII handling
docs/dot-two-design.md โ applicability model, role taxonomy, tier targets, RAG thresholdsdocs/salesforce-connected-app-setup.md โ step-by-step Connected App setupdocs/salesforce-oauth-framework.md โ portable OAuth framework playbook for future projectsdocs/salesforce-dashboard-design.md โ alternatives we considered (native dashboards, LWC, CRMA)seed/generate.py + seed/cleanup.apex โ sandbox data tooling