Scan your routing configuration.

Drop your Salesforce or HubSpot routing export. Every defect comes back graded, with its fix.

Want to see the output first? See a Salesforce sample See a HubSpot sample

Runs in your browser. Nothing is uploaded, and the export holds configuration only, never a lead.

1. 1

   Your admin exports the configuration

   A job for your admin, with their own access. Not your admin? Email them this page.

   Salesforce: the steps

   Both ways use package.xml, the list of what the scan reads. Routing configuration only, never a lead or contact.

   Nothing to install. At workbench.developerforce.com, log in, then Migration, Retrieve. Choose package.xml as the unpackaged manifest, press Next, then Retrieve, then Download ZIP File. Workbench is a community tool, not supported by Salesforce. Your admin signs in with their own login.

   With the Salesforce CLI. Paste these three lines in a terminal. The first fetches package.xml:

   curl -sO https://routingforensics.com/package.xml
   sf org login web --alias ourorg
   sf project retrieve start --target-org ourorg --manifest package.xml --target-metadata-dir rf-export

   It saves rf-export/unpackaged.zip. Drop that zip below.

   HubSpot: show the steps

   1. In HubSpot, create a Service Key (Development, Keys, Service Keys) with the automation and crm.objects.owners.read scopes. An older private app token also works. The key stays with your admin. HubSpot has no read-only version of automation, so make the key for this and delete it after. The script only reads.

   2. Download hubspot-export.py (Python 3, nothing to install) and run it:

   HUBSPOT_TOKEN=<the key> python3 hubspot-export.py

   3. It only reads, and saves hubspot-workflows.json: your workflows, and your owners' ids and names. No contacts, no emails. Drop that file below, then delete the key if you like.

   HubSpot can hold back workflows built in its editor from its API. The script counts any it held back. The report says the scan covers only the workflows HubSpot returned.

2. 2

   Drop the zip or the HubSpot file

   Choose or drop the file Read here, in your browser
   No export access? Paste your rule entries instead

   In Setup, open Lead Assignment Rules, open the rule, and copy its entries. Or type one entry per line. Write the criteria, then a tab or a |, then who it assigns to. Read here, in your browser.

   Only the entries are checked. Flows, queues, users and email templates need the export.

   Check the pasted entries
   Writing an entry? Check it before you save it

   Pick the field, operator and value. It warns about faults the scan finds, then writes the line for the paste box. It runs in your browser.

   Field Operator equalsnot equal tocontains does not containstarts with less thangreater than less or equalgreater or equal Value Assign to

   Copy the line Add to the paste box

   No export to hand? See a Salesforce sample See a HubSpot sample

   Each scans a test configuration with planted defects. Not a customer.

   Example finding, from the sample configuration

   • CriticalCode field tested against a name

     Replace United Kingdom with the ISO code.

     Small fix · Proven

   A country code field holds codes such as GB. A rule testing it for a name never matches.

The nightly health report checks your real leads. Get a free report.