In an era where Salesforce is rapidly evolving from a CRM into a full-blown AI-driven operating system, CIOs face an urgent mandate: prepare their orgs for intelligent automation, while maintaining governance, performance, and agility.
This isn’t just about technology, it’s about Agentic Maturity.
What Is Agentic Maturity and Why CIOs Should Care
Agentic maturity reflects how prepared your organization is to delegate decision-making and execution to intelligent systems such as AI agents, automated workflows, predictive insights. It’s not just about adopting new tools. It’s about ensuring your Strategy, Expertise & Culture, Security, Technology Platform, and Data Foundation are mature enough to trust those tools with meaningful work.
Without that maturity, even the most advanced AI fails to produce business value.
Salesforce recently released the Agentic Maturity Model. This model defines five levels of readiness across five core pillars: Strategy, Expertise & Culture, Security & Guardrails, Technology Platform, and Data Foundation.
How Hubbl Technologies maps to each pillar and maturity level
In a conversation about a Hubbl customer's journey to Agentforce go-live, Yeuk Yuan (Sr. Director Product Marketing - Salesforce) challenged me to map how the Hubbl platform helps move a customer through the Agentic Maturity Model. I quickly accepted the challenge and worked with our team to create a perspective baed on current-state features and customer success stories. Here are the results presented in a summary framework that can be used to evaluate any product against the maturity model:
1. Strategy
Hubbl empowers data-driven transformation by aligning Salesforce org insights with business objectives, surfacing high-impact priorities, and enabling AI-ready strategic execution.
Fit: Operational to Leading
- Hubbl provides rapid and comprehensive org health insights that support key business objectives by informing prioritization, technical debt remediation, and security improvements without relying on assumptions.
- It enables teams to create prioritized roadmaps, which is a hallmark of a “scaling” or “transforming” org.
- Process mining gives executives visibility into how processes actually operate, not just how stakeholders think they do.
- This enables robust execution, process optimization before deployment, and even AI-readiness modeling.
Overlap Strength: Very High
Why: Hubbl's org intelligence turns fragmented org visibility into actionable, strategy-aligned execution. This enables transformation-focused governance and alignment with broader business goals.
2. Expertise & Culture
Hubbl fosters a culture of continuous improvement and digital fluency by democratizing insights, reducing guesswork, and nudging teams toward smarter behaviors with embedded process intelligence.
Hubbl Fit: Scaling to Transforming
- Hubbl drives Salesforce literacy and governance maturity with built in well-architected framework, standard and proprietary recommendations. Hubbl's AI architect assistant upskills team members with pre-built prompts.
- Hubbl supports cross-functional transparency and allows managed service partners and internal teams to build trust using consistent data-backed analysis that can be shared with a simple email invite.
- Process mining promotes data-driven decision-making among business analysts, architects, and admins.
Overlap Strength: Moderate
Why: While Hubbl facilitates knowledge and alignment, AI literacy and leadership roles are more indirect outcomes unless paired with structured internal programs.
3. Security & Guardrails
Hubbl advances governance maturity by continuously scanning for risks across code, automation, permissions, and metadata. This helps teams proactively remediate issues and strengthen trust in AI systems.
Hubbl Fit: Scaling to Leading
- Hubbl org intelligence scans for: Outdated packages, dangerous permissions, insecure custom code, org limit thresholds, insecure connected apps and more. Proprietary scanners increase Salesforce org security posture.
- Provides governance dashboards that support continuous compliance, remediation, and metadata management. This aligns with formal guardrails and proactive risk management goals.
Overlap Strength: Very High
Why: Hubbl actively helps organizations “scale and transform” their approach to governance, aligning closely with security maturity models.
4. Technology Platform
Hubbl accelerates platform evolution by exposing technical debt, simplifying Flow migration, and unlocking behavioral process insights that guide scalable, composable architecture decisions.
Hubbl Fit: Operational to Transforming
- Hubbl supports evolving Salesforce environments by surfacing automation inefficiencies (e.g., legacy Workflow/Process Builder), guiding Flow migration, and identifying platform risks. This helps scale platforms intelligently, though it doesn’t inherently create a composable architecture.
- Hubbl's predictive intelligence engine provides architectural insights uniquely based on it's benchmarked dataset
- Hubbl Scan Sharing creates a collaborative platform like no other in the Salesforce ecosystem.
- Hubbl's integration strategy to executiion frameworks makes it the center of work in the Salesforce ecosystem.
Overlap Strength: High
Why: Hubbl is a diagnostic and analysis engine, not a platform builder. It enhances platform effectiveness but isn’t an execution framework itself.
5. Data Foundation
Hubbl transforms org metadata into actionable intelligence to enhance data quality, standardize semantics, and provide visibility into real-world data usage to support AI performance and scalability.
Hubbl Fit: Operational to Scaling
- Hubbl centralizes Salesforce metadata intelligence, surfaces field utilization, and evaluates custom code and permissions. It doesn’t directly integrate data ecosystems but lays the groundwork for secure and structured data usage.
Overlap Strength: Moderate
Why: Hubbl identifies data integrity issues and recommends clean-up, but doesn’t yet offer real-time, unified data access across platforms (as in “Transforming” or “Leading” stages.
Hubbl’s overlap with the Agentic Maturity Model
Given the mapping to the pillars and maturity levels, one can then visualize how Hubbl helps accelerate the transformation of a business from the experimentation stage into the transforming and leading stages.
Prioritized Ranking of Hubbl’s Overlap by Pillar
- Strategy 5/5
Hubbl’s Action Plan and Issue Lifecycle Management transform scattered org insights into a continuously prioritized execution roadmap enabling leadership to align daily decisions with long-term AI and transformation goals. Process Analytics transforms strategy by exposing actual Salesforce usage patterns, enabling precise prioritization, identifying opportunities for agentic adoption and directly informing AI-readiness roadmaps. It’s no longer about fixing what’s broken, it’s about shaping where the business goes next.
- Security & Guardrails 4.5/5
Hubbl's org intelligence deeply assess security posture, risky permissions, stale packages, unsecured custom code and automate visibility. While not an enforcement layer, it drives guardrail adoption and ongoing compliance, which are crucial for agentic readiness.
- Technology Platform: 4/5
Hubbl helps rationalize platform architecture: identifying automation sprawl, modernization needs (e.g., Flow migration), and inefficient usage patterns. Process mining adds clarity to how automations affect user behavior, essential insights for building scalable tech stacks.
- Data Foundation: 3.5/5
Still important, but lowest overlap: Hubbl enhances metadata quality, field utilization, and object usage visibility. However, while it identifies issues, it doesn’t unify or govern cross-system data. It’s a powerful metadata maturity enabler, but less so for full enterprise data unification.
- Expertise & Culture 3/5
Hubbl upskills organizations by embedding insights into everyday workflows. With Process Analytics nudges and visualizations, admins and users engage in iterative, data-backed improvements that fuel cultural alignment with AI and automation goals.
Barracuda’s Leap Toward Agentic Maturity with Hubbl Technologies
Facing severe Salesforce performance issues, including undocumented complexity, CPU timeouts, and a lack of metadata visibility, Barracuda was on the verge of replatforming. Instead, they turned to Hubbl Technologies on the advice of Salesforce. In under two months, they resolved over 30,000 issues, eliminated all external Salesforce contract work, and dramatically improved system performance. By automating remediation and documenting critical metadata, Barracuda became fully AI-ready and confidently moved forward with Agentforce adoption.
According to Stuart MacLean, VP of Business Systems, “Hubbl literally changed our business on Salesforce... We’re AI-ready. We’re moving forward with Agentforce; we’ve increased usage tenfold”.
Read the Barracuda customer success story
Final Thoughts:
Hubbl most strongly enables organizations to move into Scaling and to the Transforming maturity stages, especially in Strategy and Security. It’s a foundational intelligence layer that enables teams to mature quickly across multiple dimensions of the Agentic Maturity Model, particularly for AI and automation readiness. However, advancing to the “Leading” stage still requires organizational investment in culture, data infrastructure, and enterprise platform engineering beyond what Hubbl directly provides.
Hopefully this exercise of mapping Hubbl Technologies to the Agentic Maturity Model helps other organizations think about how they can influence the journey into the AI era.
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