Our recent admin webinar: Take Control of Your Org with Salesforce Optimizer covered the new maintenance, productivity, and adoption app called Salesforce Optimizer!
Here’s the webinar recording:
Salesforce Optimizer is THE maintenance, productivity, and adoption app for Salesforce Admins! For admins who are nearing the limits of their edition, or have no idea if they are, or have users complaining about there being too many fields… or just don’t know where to start when it comes to cleanup, maintenance, and optimization, Salesforce Optimizer can help. An optimized org will not only make your life as an Admin easier, but it will also drive end user adoption. Fewer fields, cleaner page layouts, and insight into org usage will enable you to increase adoption.
Optimizer evaluates your implementation to determine how your company uses certain Salesforce features, then identifies ways that you can improve your implementation for your company. It is the fastest and most effective way to get insights into your org coupled with actionable recommendations and best practices so Admins can:
Salesforce Optimizer is 1 click away from Salesforce Setup. Type in Salesforce Optimizer in the search bar or scroll down to the bottom of the left-hand nav. Click Optimizer, launch it, allow access and check your inbox. You’ll receive a PDF report to your inbox in minutes. You can also run the report in SalesforceA (Admin App).
Free for Professional, Enterprise, Performance, Unlimited and Developer Editions. Available worldwide but produced in English.
The report gives you prioritized insights coupled with recommendations and best practices. Optimizer reports on 25+ org metrics!
The report is divided into many different sections, the main ones being: Storage, Fields, Custom Code, Custom Layouts for Objects, Reports and Dashboards, Validation Rules, Sharing Rules, Workflow Rules, User Management, Profiles and Permission Sets, and Chatter Adoption.
Each section is structured the same way:
1. What we have found in your org (list the top 5 in the report)
2. What you should do about it
3. Resources to learn more
Here’s a list of all the metrics covered (as of July 2017):
Winter’ 18:
Spring’ 18 and beyond:
NOTE: We are not bound to the major releases schedule and we have frequent releases. Please check the Success Community and Releases Notes for updates.
Run the optimizer on a quarterly basis, so you can do:
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