Stood Flows analyzes your Salesforce metadata to identify complexity, optimization opportunities, and cost savings. This document explains how we analyze your org and what insights we provide.
Lifecycle analytics track how records move through your business processes, measuring time between stage/status transitions and identifying bottlenecks.
Lead Status History: Tracks Status field changes on Lead records
Opportunity Stage History: Tracks StageName field changes on Opportunity records
Field History Tracking: Requires Field History Tracking enabled on Status/StageName fields
For each stage/status transition (e.g., "Open → Qualified", "Prospecting → Qualification"):
Average Time: Mean time in milliseconds between transitions
Variance: Statistical variance in transition times
Sample Count: Number of transitions observed
Statistical Validity: Based on sample size
Modification Count: Number of changes made by each user
User Profile: Profile associated with each user
Activity Distribution: How modifications are distributed across users
By Record Type: Analyze lifecycle metrics per record type
All Record Types: Aggregate analysis across all record types
No Record Type: Analysis for records without record types
Identify Bottlenecks: Find stages where records spend excessive time
Process Optimization: Identify opportunities to streamline processes
Performance Benchmarking: Compare performance across record types
User Activity Analysis: Understand who is driving process changes
Flow Count: Total number of active record-triggered flows
Orphaned Flows: Flows not linked to any stage/status
Trigger Conditions: Complexity of flow trigger conditions
Flow Dependencies: Understanding flow relationships
Trigger Count: Total number of active Apex triggers
Trigger Events: Types of events (Before Insert, After Update, etc.)
Code Complexity: Review trigger code for complexity indicators
Orphaned Triggers: Triggers not linked to any stage/status
Rule Count: Number of validation rules per stage/status
Rule Complexity: Complexity of validation logic
Field Coverage: Which fields have validation rules
Process Count: Number of business processes per object
Record Type Distribution: How record types are distributed across processes
Stage Count: Number of stages per business process
Process Overlap: Identifying redundant or overlapping processes
Record Type Count: Total number of active record types
Usage Distribution: How records are distributed across record types
Unused Record Types: Record types with no or minimal records
No Record Type Records: Records without record types
Layout Count: Number of layouts per object
Layout Usage: Which layouts are used by which profiles
Field Configuration: Complexity of field configurations
Layout Redundancy: Identifying redundant layouts
Total vs Used: Compare total licenses to used licenses
Inactive Users: Users who haven't logged in (30+ days)
Potential Savings: Calculate cost savings from unused licenses
License Allocation: Optimize license distribution
Core Licenses:
User Licenses (Salesforce, Service Cloud, etc.)
Total vs Used comparison
Inactive user identification
Cost per license tracking
Add-On Licenses:
Permission Set Licenses
Feature-specific licenses
Usage tracking
Profile-Based Analysis:
License allocation by profile
Unused license identification per profile
Budget calculation per profile
API Call Tracking: Monitor API usage
Rate Limit Management: Track against limits
Optimization Opportunities: Identify areas reducing API calls
Data Storage: Track data storage usage
File Storage: Track file storage usage
Growth Trends: Identify storage growth patterns
Orphaned Flows: Identify flows that can be removed
Redundant Triggers: Find duplicate or unnecessary triggers
Complexity Reduction: Simplify automation logic
Unused Record Types: Identify record types with minimal usage
Consolidation Opportunities: Merge similar record types
Process Simplification: Reduce number of business processes
Redundant Layouts: Identify duplicate layouts
Layout Optimization: Consolidate similar layouts
Profile Simplification: Reduce layout assignments
The platform provides automated recommendations based on analysis:
Unused Licenses:
Identify licenses with zero or minimal usage
Calculate potential savings
Recommend license reduction
Orphaned Automation:
Identify flows/triggers not linked to stages
Recommend removal or linking
Assess impact
Unused Record Types:
Identify record types with no records
Recommend consolidation
Plan migration strategy
Complex Processes:
Identify overly complex business processes
Recommend simplification
Suggest consolidation
Bottleneck Identification:
Identify stages with excessive time
Recommend process improvements
Suggest automation opportunities
Layout Optimization:
Identify redundant layouts
Recommend consolidation
Suggest profile simplification
Validation Rule Review:
Identify complex validation rules
Recommend simplification
Suggest consolidation
Notebook Integration: Document custom recommendations in notebooks
Action Plans: Create action plans for implementation
Progress Tracking: Track implementation progress
Identify Unused Licenses:
Licenses with zero active users
Licenses with minimal usage (< 5% utilization)
Calculate Savings:
License cost per user
Number of unused licenses
Annual savings potential
Profile-Based Savings:
Unused licenses per profile
Profile-specific cost reduction
Budget impact analysis
Scenario 1: 100 Salesforce licenses, 20 unused
Potential savings: 20 × license cost
Annual impact: Significant cost reduction
Scenario 2: Service Cloud licenses with low usage
Identify underutilized features
Recommend license type changes
Calculate savings
Reduced Maintenance: Fewer flows/triggers to maintain
Faster Onboarding: Simpler processes for new users
Reduced Errors: Less complexity = fewer errors
Reduced Development Time: Less automation to develop/maintain
Lower Training Costs: Simpler processes require less training
Reduced Support: Fewer issues from complexity
License Utilization: Total vs used licenses
Inactive Users: Users not logged in (30+ days)
Cost Analysis: License costs and potential savings
Profile Distribution: License allocation by profile
Automation Complexity: Flow and trigger counts
Process Distribution: Record type and business process analysis
Lifecycle Metrics: Transition times and bottlenecks
Orphaned Items: Unused flows, triggers, record types
API Usage: API call tracking and trends
Storage Usage: Data and file storage tracking
User Activity: User modification statistics
Screenshot Export: Export flow graphs as images
Notebook Export: Export notebooks as documents
Data Export: Export analysis data (future feature)
Monthly Reviews: Review license usage monthly
Quarterly Audits: Comprehensive org audits quarterly
Annual Planning: Use insights for annual planning
Prioritize Recommendations: Focus on high-impact items first
Document Decisions: Use notebooks to document decisions
Track Progress: Monitor implementation progress
Monitor Trends: Track metrics over time
Adjust Processes: Refine processes based on insights
Optimize Continuously: Regular optimization cycles
For setup assistance and commercial questions, contact: contact@stoodcrm.com