The Recommendations dashboard is a powerful tool designed to pinpoint issues within a Salesforce org and provide actionable recommendations for improvement. By leveraging this dashboard, users can enhance org performance, address potential issues, and align with industry best practices.
How does the Recommendations dashboard work?
The Recommendations dashboard draws from the metadata across your org to extract your top risks, opportunities, and areas for optimization. Sorted by either Well-Architected Topics or Metadata Categories, you’ll find the top issues in your org along with recommendations to fix them.
Salesforce Well Architected Topics: Recommendations can be aligned with Salesforce’s Well-Architected framework to ensure the org is aligned with Salesforce best practices. This is often useful when communicating with executive teams
Metadata Categories: Recommendations can also be organized by metadata categories to easily identify areas of the org that need improvement. This is often useful when communicating with technical teams.
🚀 Hubbl Diagnostics Tip: Export recommendation results to CSV and import them into your preferred work management tool for streamlined action and collaboration.
Key features of the Recommendations dashboard
The Recommendations dashboard is broken into three views, Overview, Details, and Trends. Find these views on the right side of the dashboard.
1. Overview
The Overview provides a summary of your top recommendations. Filters can be applied using the dropdowns. Metrics can be sorted by either Well-Architected Topics or Metadata Categories. Let’s dive into the key metrics:
Issues by category: View the number of the issues in your org. These can be sorted by Well-Architected Topics or Metadata Categories using the buttons above. Select a segment to drill down into recommendations by category.
Namespaced vs. non-namespaced issues: Explore the number of namespaced vs non namespaced issues in your org. Metadata with a namespace is part of a managed package, or optionally an unlocked package.
Issues severity vs. effort: What recommendations should you prioritize? Review your top recommendations for optimization, sorted by severity and effort.
Recommendations: View your optimization recommendations.
2. Details
The Details view lets you drill down into each recommendation and its solution.
Select Recommendation: Use the Issues by Category or Recommendations visualization to select an area of focus.
Navigate to Details: View your recommendation along with all related metrics.
View solution: Select Recommendation from the Details list to learn how to solve for each recommendation.
Select Admin Solution or Developer Solution: Review documentation via our Learning Hub and share with your Salesforce Admin or Developer.
3. Trends
The Trends view helps visualize your org’s recommendations over time. This enables you to more effectively track progress, implement recommendations, and communicate success with stakeholders.
Choose between 30-days, 3-months, and 12-months to track:
Org Health Score: Is your org health improving or declining over time?
Count of Recommendations: Are you resolving recommendations or are more being added to your org over time? Monitor these trends based on severity, helping prioritize your most critical issues.
Issue Lifecycle: Gain insights into emerging trends and specific issues over time—whether they're new, resolved, or persisting. Drill down into each issue by selecting the values on the bar chart.
