Layout
Composition principles
Keep customer, target date, owner, contractual scope, and latest source time visible. Separate commitments from internal estimates.
Salesforce Lightning Design System / Published template
Customer Onboarding Readiness Board
A cross-team workspace for tracking customer commitments, dependencies, configuration, training, risks, and launch readiness.
Prompt reference v1Preview
Structure blueprint
Portfolio filters frame customer health, milestone status, dependency queues, selected-account context, risks, and launch checks.
Interaction
Behavior and access
Filters preserve URLs, milestone changes require confirmation, and updates announce without moving keyboard focus.
Implementation
Engineering boundaries
Use server-owned contract and readiness facts with audited mutations. Never infer launch approval in the browser.
Design system
Salesforce Lightning Design System token ledger
Salesforce's public design system for enterprise application experiences.
Color roles
- model
- semantic interface roles
- requiredRoles
- background, text, brand, success, warning, error
Typography
- approach
- enterprise information hierarchy
- requirements
- compact record metadata, clear action labels
Spacing
- approach
- record-oriented layout
- baseUnitPx
- 4
Component rules
- actions
- Separate global, object, and record-level actions.
- records
- Group identity, status, ownership, and next actions consistently.
Classification
Where this template fits
Categories
Styles
Industries
Technologies
Continue reading
Related templates
Experiment and status filters lead into design context, primary and guardrail measures, segments, uncertainty, and decision history.
Product Experiment Review Dashboard
An analytics workspace for reviewing experiment design, guardrails, segments, outcomes, uncertainty, and rollout decisions.
Funding and deadline filters frame an opportunity list, selected grant requirements, budget context, collaborators, and readiness checks.
Research Grant Portfolio Planner
An education planning workspace for comparing opportunities, deadlines, eligibility evidence, budgets, collaborators, and submission readiness.
Procurement Approval Workflow
A review workspace for purchase requests, policy evidence, budget context, approval stages, and accountable decisions.