Learn MOAR in Winter ’21 With The Optimizer App?

Discover Winter ’21 Release features! We’re sharing release highlights for admins and developers, curated and published by Salesforce product experts, as part of Learn MOAR. 

Salesforce Admins, Optimizer is one of your most powerful tools. With Optimizer, you can monitor the health and performance of your Salesforce org within Setup. You can quickly identify what issues require attention and see expert recommendations to take action to improve. In Summer ’21, we delivered a smooth in-app Optimizer experience. With Winter ’21, we’ve added even more elements to help you keep your org healthy and efficient, including automatic scheduling and more metrics.

We heard you loud and clear and love your feedback. With the Winter ’21 release, we’ve created an opportunity to automatically schedule the Optimizer App to run once a month. This means no more calendar reminders to run Optimizer, and once enabled, it happens automatically! Now, you’re able to view your data at equal time increments and make easy, month over month comparisons. Even better, Optimizer runs asynchronously behind the scenes, so it will not affect your org’s performance.

Speaking of month over month comparisons, we’ve also introduced trending historical data. This feature is for Optimizer metrics including data storage, file resource, and static resource limits. Now, with just a glance, you receive a high-level visualization of your org’s data and can track how specific actions affect the overall trend of your limits. You can use this view as a great tool to quickly review your org usage trends with your stakeholders.

As always, Trust is our number one value and top priority. And in Winter ’21, we’re introducing new security insights that will empower you to improve the security posture of your org. Some of the metrics that we’ve introduced in this release include Critical Permission Assignment and Profile Assignment. The goal is to better guide you to follow the best practice of user access management and reduce risk of data leaks caused by misconfigurations or suboptimal security settings. In the future, we’re looking to add more metrics that can help you improve your org configurations and keep your org healthy and secure at all times.

Optimizing an org does not happen once. It’s a continuous process to keep your org up to date and performing at its best. Every org is different so, depending on your needs, plan to run Optimizer as often as you want.

Learn more about Optimizer in the release notes and join us for the Winter ’21 Admin Preview during Release Readiness Live on September 18 at 11:15 a.m. PT to see a demo and get your questions answered by experts.

Resources:

• Salesforce Optimizer Community Group
• Trailhead Module: Salesforce Optimizer

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