The new "Automation overview" dashboard is designed to offer key insights into the state of automation within your Salesforce Org.
All donut/bar charts on this dashboard now support drill-down. Click on any slice, bar or segment to open a custom view — a detailed list of the automation components corresponding to that segment.
Through a series of donut charts, the dashboard provides a comprehensive view of automation types, flow sub-types, fault coverage, test coverage, and complexity levels. This feature set aims to empower Salesforce administrators and consultants with actionable data to assess and improve the health of automation in their Org.
The automation overview dashboard does not include analysis of automation from the managed packages.
Article outline
Prerequisites
Overview of Automation Types
The dashboard kicks off with a donut chart that categorizes automations in the Org by type:
apex class,
apex trigger,
flow,
process builder workflow,
workflow rule,
approval process,
assignment rule,
auto-response rule,
business process,
duplicate rule,
escalation rule,
matching rule,
workflow field update,
validation rule
This chart provides a high-level view of the technologies being used for automation, helping you understand the makeup of your Org's automation landscape.
Org to Process now provides deeper visibility into legacy automations such as Process Builder and Workflow Rules, so you can see how they continue to drive business logic. In addition, Assignment Rules and Auto-Response Rules are now mapped in the process diagram — allowing you to visualize routing paths, notification behavior, and differences in outcomes across automation types.
Breakdown of Flows by Type
This section features a chart that breaks down all flows in the Org by their respective sub-types. Note that process builder workflows are not included in this chart. This breakdown allows you to understand the diversity of flow types and their usage in your Org.
Fault Coverage in Flows
A donut chart in this section shows all flows broken down by fault coverage. The fault coverage is segmented into four categories: below 75% coverage, 75%-90% coverage, above 90% coverage, and not applicable (if a flow has no elements that can have a fault path). This helps you identify areas that may require additional testing or review.
Test Coverage in Apex Classes and Triggers
This chart breaks down apex classes and triggers by their test coverage. The test coverage is grouped into three categories: below 75% coverage, 75%-90% coverage, and above 90% coverage. This provides insights into the robustness of your test cases and highlights areas that may need attention.
This chart does not include test coverage for test apex classes, considering that their test coverage is always 0%
Are you seeing the "No data available or data has not been analyzed yet" message for Apex classes and triggers: test coverage?
According to Salesforce's official documentation, it is not possible to retrieve Apex test coverage information without the View All Data system permission.
At the moment, the only way to restore test coverage visibility is to assign the integration user the View All Data permission. Otherwise, Salesforce does not allow us to retrieve the required test coverage data.
Complexity Analysis of Apex Classes
This section offers a chart that categorizes all apex classes (excluding those from managed packages) by their complexity score, which can be low, medium, high, or extremely high. This helps you identify potentially problematic classes that might require refactoring and optimizing.
Complexity Analysis of Flows
Similar to apex classes, this chart breaks down all flows (excluding those from managed packages) by their complexity score. The score levels are low, medium, high, or extremely high. This analysis aids in identifying flows that might be overly complex and could benefit from optimization.
From the custom view you can filter, sort, and review individual automation items — enabling deeper analysis directly from the charts.