Hands-on Salesforce org optimization workshops.

Leave Dreamforce with more than memories. Get actionable insights and recommendations for your Salesforce org.
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Org insights that are out of this world.

Hubbl, Box, and CRM Science joined forces for a series of hands-on Dreamforce workshops to help you get more from your Salesforce org.

Learn how to reduce costs and complexity while improving security for your business.

The details:

Where: Box San Francisco office, 17th floor 100 1st Street, San Francisco, 94105

When: September 11–14, 2023. See workshop descriptions for details.

Food and beverages provided.

Person working on laptop

Explore our workshops

SEP 11 | 3 PM

Monitoring your custom code, installed packages, and permissions

Discover how secure your Salesforce org is in just 40 minutes. Custom code, installed packages, and permissions all play a critical role in org security. During this hands-on workshop, you will have the opportunity to scan your own Salesforce org in real time to identify any security risks. 

You'll walk away with:

  • Comprehensive security risk analysis of your Salesforce org.

  • Prioritized list of your custom code vulnerabilities and riskiest out-of-date installed packages.

  • The latest Salesforce org security benchmarking data to see how your org compares to the rest of the ecosystem.

  • Ability to monitor your org monthly for free.

registration closed
SEP 12 | 7:30 AM

Automatically scan your org against Salesforce Well-Architected

Salesforce Well-Architected provides crucial guidance for designing and implementing solutions on the Salesforce Customer 360 Platform. However, manually assessing your organization's architecture against these principles can be time-consuming and labor-intensive. 

In this workshop, we'll show you how to leverage tools to automatically scan your org, identify Well-Architected issues, and receive actionable recommendations.

You'll walk away with:

  • Top Well-Architected recommendations for your Salesforce org prioritized by severity and level of effort to address.

  • Actionable and prioritized roadmap to implement these recommendations in your org.

  • Understanding of Salesforce Well-Architected and its core principles.

  • Ability to monitor your org monthly for free.

registration closed
SEP 12 | 3 PM

Using your existing Salesforce data to optimize critical business processes

Transform the way you analyze and optimize business processes on Salesforce, with no data-prep required! Join our workshop to uncover the factors behind deal wins or losses and identify high-churn customer service touchpoints. Learn how you can utilize process analysis directly within your Salesforce org to pinpoint underlying system issues or bottlenecks that are limiting productivity.

You'll walk away with:

  • Free access to powerful on-platform process mining tools.

  • Knowledge of how to spot critical bottlenecks and inefficiencies.

  • Tips and best practices for turning these insights into strategies to drive change.

registration closed
SEP 13 | 9 AM

Getting more from your Salesforce investment

Being asked to review how your Salesforce org is being used? What percentage of your licenses are being utilized? How does user adoption look across each cloud and object? We all want to get the most out of our Salesforce investment—it starts by understanding utilization. 

Join us for a 40-minute hands-on workshop, where you’ll learn how to uncover your Salesforce org utilization, from clouds to fields, to drive greater ROI from your Salesforce investment.

You'll walk away with:

  • Comprehensive report of your Salesforce license usage and org limits.

  • Understanding of how to monitor your utilization by cloud and object.

  • Best practices and tips for communicating utilization and optimization recommendations with key stakeholders.

registration closed
SEP 14 | 9 AM

10x your sales coaching impact with process mining on Salesforce

Coaching is the key to turning every rep into a top performer. During this 40 minute round table session, you’ll learn how to use process mining tools built on Salesforce, to map your real sales process, eliminate red flag opportunities sooner, create a blueprint from your top performing reps, and improve productivity across your whole sales team.

You'll walk away with:

  • Free access to powerful on-platform process mining tools.

  • A framework for how to coach using process data.

  • Best practices for how to drive Salesforce adoption and utilization across your sales team.

  • Free “sales process audit’.

registration closed

Come prepared.

To make the most of these workshops, we recommend scanning your org using Hubbl Diagnostics, a free org intelligence tool, prior to attending. This will allow you to work with your data in real-time during the workshop, enabling a personalized and actionable security roadmap for your org. 

You can get away with just your mobile, but we recommend bringing a laptop for the best experience.

scan your org
Hubbl Diagnostics dashboard


Get a head start with some helpful resources.

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Is your Salesforce org Well-Architected?

Learn how to identify issues and see your Salesforce Well-Architected recommendations for free with Hubbl Diagnostics.

read more >
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Is your Salesforce custom code housing security risks?

Custom code can house security risks. Learn how to identify and prioritize your custom code risks with Hubbl Diagnostics' Salesforce org monitoring solution.

read more >
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How to improve the Salesforce consulting experience

The Salesforce consulting experience is never a straightforward one. Learn how you can improve the process for you and your customers.

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