Salesforce Optimizer is a powerful, free, and simple tool that takes a snapshot of your Salesforce org and looks for potential problems in your implementation. Salesforce Optimizer gives you detailed data right inside your org on more than 50 metrics covering everything from storage, fields, custom code, custom layouts for objects, reports and dashboards, and much more. it also gives you recommendations on the each component with estimated configuration effort and resources!
Some common admin challenges and how Optimizer can help you address them.
💊 I want to clean up my org, but I don’t know where to start?
đź’Š My users are complaining about slow performance on page loads and busy page layouts.
đź’Š What Salesforce governor limits am I approaching?
đź’Š What new Salesforce features am I missing out on? What releases salesforce publishing
đź’Š How to start Classic to Lightning Experience transition.
How to Run Salesforce Optimizer?
- From Setup, enter Optimizer in the Quick Find box, then select Optimizer.
- Click Allow Access to authorize Optimizer to analyze your org. Check the attestation checkbox, and click Save and Close.
- Click Open Optimizer. This launches the app in your org. Optimizer is now just like any other app in your org and can be accessed from the main App Launcher
- Click Run Optimizer.
đź“Ś Once the analysis has completed, you will receive an email letting you know when is finished, and if you choose so the generated PDF as a file saved in your Salesforce org.
📌 Once the scan is finished, you’ll see a list of findings like this, sorted by status.
📌 Now it’s time to review the findings and create a plan to address the issues found. The most urgent items are at the top of the list and have a status of Review Required. When you click any row in the table, Optimizer shows specific results from the scan, as well as recommended actions and links to relevant resources to assist you. There’s a button that takes you right to the relevant area in Setup so you can begin your investigation.
Take a look 👉🏼: Salesforce Optimizer Considerations
Take a look 👉🏼: Features Evaluated in Salesforce Optimizer