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Feature Release: Well-Architected Recommendations and Flow Tracker

Feature Release: Well-Architected Recommendations and Flow Tracker

Author:

Senior Product Manager

Spring has sprung, and with it comes some exciting new Hubbl Diagnostics features that will help you spring into action with fresh org optimization insights and ROI metrics.

We’re excited to share the release of Recommendations, an actionable list of items to optimize your Salesforce usage, and a Flow Migration ROI tracker, to help you understand the hours you can save by migrating your Process Builders and Workflows to Flow. 

Plus, in case you missed it, we also launched Hubbl Diagnostics Essentials, which offers free access to Hubbl Diagnostic’s scan results, and the 2023 Benchmark Report on Salesforce Optimization, which dives into the seven most critical org optimization insights for Salesforce teams in 2023.

Let’s jump in! 

Discover your Well-Architected Recommendations

Hubbl Diagnostics is the first tool that gives insight into how an org compares against the Salesforce Well-Architected Framework, giving users recommendations on improvements for their org from everything from out of date packages, to best practices, to security concerns that need to be addressed. 

How does it help?

  • Access a prioritized list of what to action on to improve the org.
  • Ensure the org is architecturally following best practices based on the Salesforce Well-Architected Framework.
  • Filter and sort the results by Well-Architected Topics, Metadata Category/Type, or Priority to focus on the results you need the most.

Who’s it for?

  • Salesforce Admins: Use this to build your case to dedicate resources to org improvements and give your team a list of items to complete.
  • Salesforce Consultants: Show your clients the most high risk areas they need to address and use it in pre-sales to build your SOW with greater context of the org in mind.
  • Hubbl Diagnostics Essentials Users (free): Get access to any recommendations relevant to basic scan results (e.g. related to Opportunity, Contact, and Account objects/fields, custom code security, installed packages, etc.) This expanded list of recommendations was heavily dependent on valuable feedback from our users. 

CONTINUED READING: How to compare your Salesforce org against Well-Architected recommendations

Hubbl Diagnostics' Recommendations Dashboard

Calculate your ROI by migrating to Flow 

Our new Flow Migration ROI Tracker allows users to see the amount of hours they would save by migrating Workflow and Process Builder to Flow, quantifying the time saved for your organization. 

This calculation considers the time it takes a record to save based on Salesforce documentation and extrapolates the amount of time in hours this org could save by migrating to Flow. 

Why is this important?

As you likely know, Salesforce is retiring Workflow Rules and Process Builder, which means Salesforce Admins have a big task ahead: migrating to Flow. While it’s clear to most Salesforce Admins, Architects, and Consultants that Flow is the automation tool of the future, your stakeholders may still need some convincing about how soon this needs to be done. 

But for every second you wait for Salesforce records to update, you directly impact business productivity.

That’s why we created our Flow Migration ROI tracker. 

Benefits of migrating to Flow

Aside from the automation execution time savings (see our latest Salesforce Ben article for more Flow migration ROI metrics), Salesforce Flow also provides:

  • Enhanced functionality: Flows offer more advanced automation capabilities compared to Workflow and Process Builder.
  • Reusability: Flows can be designed to be reusable and invoked from multiple places in Salesforce, allowing for better automation logic reuse.
  • Versioning and deployment: Flows support versioning, making it easier to manage changes and deploy them across different environments.
  • Debugging and error handling: Flows provide robust debugging and error handling capabilities to troubleshoot and fix issues.
  • Future-proofing: Migrating to Flows aligns with Salesforce's strategic direction and ensures future-proofing of automation processes.

Hubbl Diagnostics' Migration to Flow Tracker

Access powerful org insights (for free!)

Earlier this year, we officially launched Hubbl Diagnostics Essentials, a free version of our org intelligence solution that provides the most comprehensive view into a Salesforce org’s complexity and generates powerful optimization recommendations. 

What’s included?

For free with one basic scan per org per month, users will have access to:

  • Summary Dashboard
  • 1 x Advanced Dashboard 
  • 6 x Basic Dashboards
  • Recommendations for all basic scan results
  • Access to Magic Links, the easiest way to scan an org you don’t have admin access to

What can I learn about my Salesforce org?

  • See a snapshot of your org’s complexity compared to others in the ecosystem.
  • Calculate the ROI of migrating to Flow today.
  • Identify custom code security issues.
  • Review automation and field utilization on Case, Opportunity, and Account objects.
  • Identify out-of-date installed packages.
  • Discover your top optimization recommendations for your Salesforce org. 

Hubbl Diagnostics Summary Dashboard

Explore the 7 most important org optimization insights for Salesforce teams in 2023

It's here! The 2023 Benchmark Report on Salesforce Optimization. We've aggregated some of the most critical insights and recommendations that every Salesforce admin, architect, analyst and consultant should know in 2023. 

Why? Because the health of your org is one of the best indicators of your ability to meet future business objectives.

What’s inside?

Written by Salesforce experts, for Salesforce experts, the report provides you with:

  • Comprehensive analysis of aggregated metadata from the Salesforce ecosystem.
  • Insights on following Salesforce Well-Architected best practices.
  • Recommendations on securing your data and protecting against potential breaches.
  • Benchmark data to compare your org's performance against the rest of the ecosystem.

What did we find?

Here’s a sneak peek into some of the top insights:

  • The average org has ~2000 custom code security issues.
  • 99% of Salesforce orgs have out-of-date installed packages.
  • The average org has only 14% of its declarative automation in Flow.
  • 47% of standard objects with records have multiple automation types.

Check out our key findings for yourself! Download the 2023 Benchmark Report on Salesforce Optimization here.

Salesforce org intelligence made simple—and free.

Hubbl Diagnostics uncovers hidden tech debt, surfaces areas of risk, and reveals opportunities for optimization.

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Product Updates