Hands-on Salesforce org optimization workshops for Financial Services.

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.

Zennify and Hubbl got together for a series of hands-on financial services workshops to help you get more from your Salesforce org.

The details:

Where: Zenn Sky Lounge, 12th Floor, 201 East 3rd St, San Francisco CA

When: September 12 & 14, 2023. See workshop descriptions below for details.

Food and beverages will be provided.

Org Security Workshop

Monitoring your custom code, installed packages, permissions, and Well-Architected recommendations.

September 12 | 3-3:45pm

Compliance and security are a top priority for financial services organizations in 2023. But did you know that your custom code, installed packages, and permissions play a critical role in your org security? Join our experts from Zennify and Hubbl Diagnostics to discover how secure your Salesforce org is in just 45 minutes.

During this hands-on workshop, you will have the opportunity to scan your own Salesforce org in real time and walk away with a prioritized list of your top risks and Well-Architected recommendations.

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  • Prioritized list of your custom code vulnerabilities and riskiest out-of-date installed packages.

  • Assessment of your profiles and permission sets to ensure only authorized users have the necessary data.

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

Three people sitting at desk looking at laptop
Lady smiling
Process Mining Workshop

Using your existing Salesforce data to optimize critical financial services processes.

September 14 | 11-11:45am

Transform the way you analyze and optimize business processes on Salesforce, with no data-prep required!

Join our data experts from Zennify and Hubbl Process Analytics to identify high-churn customer service touch-points or critical bottlenecks. Learn how you can utilize process analysis directly within your Salesforce org to pinpoint underlying system issues or process inefficiencies 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.


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.

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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.

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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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