Reviewing free scan results

Accessing free scan results:

With Hubbl Diagnostics, you can obtain free scan results for an org once every 30 days. These results offer a subset of insights across various dashboards. Here's how to review your free scan results:

1. Navigate to Home Page or Scans Page: Access your scan results by navigating to the Home Page or the Scans page within the Hubbl Diagnostics portal.

2. Click on Scan Name: Click on the name of the scan to delve into the detailed results.

Insights provided in free scan results:

Summary dashboard

The first tab on your scan results dashboard shows a helpful overview of the current state and complexity of your Salesforce org. The Summary dashboard is broken into two views, Overview and Trends. Find these views on the right side of the dashboard.

1. Overview:
   1. Org Health Score: A comprehensive evaluation of your org's health, including a score, a grade, and a detailed breakdown.
   2. ‍Org Complexity Score: A numerical score ranging from 0 to 100, helping you evaluate the complexity of the scanned org. Higher scores indicate greater complexity.
   3. Your Org at a Glance: The age and count of Standard Objects in your org. Custom Objects, Custom Metadata, Custom Settings, Workflows, Processes, Flows, Triggers, and Lines of Code can be unlocked in an advanced scan. 
   4. Migration to Flow: A calculation of the time you would save each year if you migrated your legacy declarative automation (Process Builder and Workflow Rules) to Flow.
   5. Recommendations: The primary issues in your org. These can be sorted by Well-Architected Topics or Metadata Categories. 

2. Trends: A series of metrics to help visualize your org over time. Choose between 30-days, 3-months, and 12-months to track:some text
   1. Org Health Score: Is your org health improving or declining over time?
   2. Org Complexity Score: How does your org complexity evolve? Note: More complexity isn’t always a bad thing, but it’s important to understand why complexity is changing over time.
   3. Migration to Flow: How are you progressing with your migration to Salesforce Flow?
   4. Record Count by Cloud: Compare the number of records associated to each cloud over time.
   5. Count of Packages: Track the number of installed packages in your org over time.
   6. Issue Count per Category: Track the number of issues in your org over time. These can be sorted by Well-Architected Topics or Metadata Categories. 

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Org Utilization dashboard

The Org Utilization dashboard helps you understand what’s being used effectively in your org and what's not. By gaining insights into your Salesforce licenses, clouds, and objects, you can identify areas where you can optimize and extract maximum value from your investment.

‍🚀 Hubbl Diagnostics Tip: use the search bar on the Overview tab to find what you need even faster.

1. License utilization: View the number of assigned and unassigned licenses in this org to understand usage patterns and adoption rates.
2. Object usage: Review the number of records for Case, Opportunity, Account, and Nonprofit Success Pack (NPSP) objects. Upgrade to see results for all objects in your org.
3. Org limits: Review your top 5 org limits, sorted by the highest % usage. Note: Org Limits under 1% will not show.

Navigate to the Details view, on the right side of the dashboard, for a deeper analysis.

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Recommendations dashboard

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.

What recommendations are included on the free vs. paid scan results? 

The free version only details a percentage of your total recommendations. Free tier issues and recommendations are limited to custom code security review, and out-of-date installed packages. Object-related recommendations are limited to Account, Case, Opportunity, and all Nonprofit Success Pack objects. Upgrade to unlock all recommendations for your org. 

1. 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.
2. 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.
3. Issues severity vs. effort: What recommendations should you prioritize? Review your top recommendations for optimization, sorted by severity and effort.
4. Unlocked recommendations: View your unlocked optimization recommendations. 

Navigate to the Details view, on the right side of the dashboard, for a deeper analysis.

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Packages dashboard

The Packages dashboard provides a visualization of all of the packages installed in your org.

1. Package records: The count of records in each installed package. Upgrade to unlock your package record counts.
2. Packages at a glance: This displays a comprehensive list of all packages within your org, including information such as deprecated packages, managed packages (excluding code counts and static analysis), password protected packages, packages with new versions available and packages that have been reviewed for security.

Navigate to the Details view, on the right side of the dashboard, for a deeper analysis. Using the button in the top left corner, select the package you’d like to analyze 

NOTE: Managed package code is excluded from both code counts and static analysis. Accurate lines of code are available for unlocked and unmanaged packages, as well as unpackaged code.

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Object Automation dashboard

The Object Automation Dashboard offers a detailed overview of object automation in your org, focusing on flows, processes, triggers, and workflows. This dashboard provides essential insights into automation distribution, timing, and complexity, enabling effective management and optimization.

What’s included in the free vs. paid scan results? 

Only automation across Case, Opportunity, Account, and Nonprofit Success Pack objects are included in the free tier. Upgrade to unlock automation across all objects in your org. 

1. Object automation overview: What does automation look like across your org? Explore the amount and complexity of automation across Case, Opportunity, Account, and Nonprofit Success Pack objects. The larger the bubble, the higher the number of automations. The darker the bubble, the more complex they are. Click on a bubble to filter by the automations on that object. 
2. Breakdown by automation type: What type of automation are you using? Review the number of automation by type, color-coded by namespaced vs. non namespaced.

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Custom Code dashboard

The Custom Code Dashboard provides metrics related to custom Apex and JavaScript code volume, as well as specific issues detected within the code. This dashboard provides insights into code quality, performance, and adherence to best practices, enabling effective code management and optimization.

What is included in the free vs. paid scan results? 

The free tier only provides details related to the security-based issues of your custom code. Upgrade to unlock access to all custom code issues (related to best practices, performance, documentation, design, and code style), as well as API version identification and advanced filtering.

1. Issue count: Displays the percentage breakdown of issue types found in Apex and JavaScript code, such as documentation errors, performance issues, and code design adherence. Clicking on your security issues reveals a detailed chart showing File Counts by that category, aiding in issue prioritization and resolution.
2. Code metrics: View metrics related to the volume of custom Apex and JavaScript code in the org.
3. Code issues: A comprehensive list of code issues within the org, including relevant details about each issue and the associated code.

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Field Utilization dashboard

The Field Utilization Dashboard provides insights into field utilization across the Account, Case, Opportunity, and all Nonprofit Success Pack objects. This dashboard allows users to assess field usage, identify technical debt, and optimize data management practices.

What’s included in the free vs. paid scan results? 

Only field utilization across Case, Opportunity, Account, and Nonprofit Success Pack objects are included in the free tier. Upgrade to unlock field utilization across all objects in your org. 

1. Utilization by object: Click on an object in the table to view field utilization for that object. Assess the percentage of records in an object that include data in specific fields.
2. Utilization by field: Review the percentage of times a field is populated. 0% utilization indicates a field that is never used. Click on any object in any chart or use the search bar to filter.

NOTE: Field utilization is not available for custom metadata and encrypted fields.

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Profiles and Permission Sets dashboard

The Profiles & Permission Sets Dashboard offers insights into profiles and permission sets within your Salesforce org. This dashboard allows users to assess assignments, identify risky permissions, and optimize access control practices.

What’s included in the free vs. paid scan results? 

Only profiles and permission sets that give access to Data Export in your org are included in the free tier. Upgrade to see all profiles and permission sets.

1. Risky permissions: View profiles and permission sets that could pose a risk in your org. The larger bubbles indicate more assignments to risky permissions. Hover over each to see the number of assignments or click to explore more details.
2. # of profiles and permission sets: View the number of profiles and permission sets that give access to Data Export in your org. 
3. # of assignments: View the number of assignments against profiles and permission sets that give access to Data Export in your org. 

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Upgrade for enhanced analysis

Consider upgrading to an advanced scan for even more robust and in-depth analysis. Advanced scans offer enhanced insights and detailed reports, empowering you with actionable data for effective org management and optimization.

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Reviewing advanced results

To learn more about advanced scan features and their benefits, review the following articles for detailed information and guidance.

• Summary and trends dashboard
• Org Utilization 
• Recommendations
• Packages
• Object Automation
• Custom Code
• Field Utilization
• Profiles and Permission Sets