Deployment

The Advisor Console deploys as a Salesforce UI Bundle, metadata within the SFDX project. This eliminates separate hosting and authentication.

Salesforce UI Bundle

The console is built with Vite and deployed as a Salesforce UI Bundle:

1. npm run build generates optimized static assets
2. Assets deploy as metadata within the SFDX project
3. Salesforce serves the application at the configured URL
4. Authentication uses Salesforce session cookies

Build Process

npm run build

Vite builds the application with:

• Code splitting for route-based lazy loading
• Tree shaking for minimal bundle size
• Asset optimization (images, fonts, CSS)
• Salesforce UI Bundle plugin for metadata generation

Deployment Steps

1. Build the application
2. Deploy SFDX project to Salesforce
3. Configure the UI Bundle URL in Salesforce
4. Verify the application loads and authenticates

Environment Configuration

Environment	URL	Purpose
Development	Local Vite dev server	Active development
Staging	Salesforce sandbox	Testing and validation
Production	Salesforce org	Advisor usage

Known Limitations

Salesforce UI Bundle may restrict certain browser APIs:

• IndexedDB: May have storage limits or require user permission
• WebSocket: May not be supported in all Salesforce hosting configurations
• Service Workers: May not be available for offline support

These limitations are monitored and addressed as Salesforce evolves its UI Bundle platform.

Future: Operations Console

A separate Operations Console is planned for Q1 2027. It will handle business development and member management, deployed separately from the Advisor Console.