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).
- 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. ...
- Click Run Optimizer.
Is your Salesforce optimizer report effective?
You generally agree that Salesforce would be an effective instrument, and if this were not properly installed, you would not achieve the operational efficiencies you desire. The Optimizer Report is an easy and free application that eliminates uncertainty from the Salesforce organization and checks for possible issues.
What is Salesforce optimizer list view?
Salesforce Optimizer will go from being a PDF download to an interactive app. A list view makes the following easily accessible: It reminds me of the Salesforce Labs release notes app that generated tasks for Admins to take action on upcoming features (which was retired, unfortunately).
What is the optimizer report?
The Optimizer Report is an easy and free application that eliminates uncertainty from the Salesforce organization and checks for possible issues. This document analysis may be created at any moment to alert you to every possible problem with your installation.
What are the most common issues that Salesforce optimizer flags for customers?
Let’s look at some of the most common and critical issues that Optimizer flags for customers. It’s very common to see objects with hundreds of fields. While Salesforce allows up to 800 fields per object (depending on your edition), Salesforce Optimizer flags any standard or custom object with more than 350 fields.
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What is the optimizer report in Salesforce?
What is the Salesforce Optimizer Report? The Optimizer Report is a free and simple tool that takes the guesswork out of your Salesforce org and looks for potential problems in your implementation. This PDF report can be generated at any time to flag potential issues that may be hindering your instance.
What is the output of Salesforce Optimizer?
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. For each metric we provide: What we have found in your org.
How do I turn on Salesforce Optimizer?
From Setup, enter Optimizer in the Quick Find box, then select Optimizer. Enable Optimizer by allowing access, if you haven't done so already. Decide if the app should automatically run and update.
How does Salesforce Optimizer work?
Salesforce Optimizer evaluates your Salesforce instance to determine how your company uses Salesforce features, then generates concrete recommendations for how you can optimize feature usage, including ways to simplify customizations and drive user adoption.
How do I track field usage in Salesforce?
How to Run an Analysis:Click on the plus symbol in your menu “+”Click the Field Trip object.Click the “New Field Trip” button.Name your Field Trip (example: All Leads)Select the API Name of the Object you want to Analyze. ... If you know SOQL you can narrow down your analysis. ... Click “Save and Analyze”More items...•
Which feature in Salesforce can be used to optimize SOQL performance?
The Force.com Query Optimizer Like most cost-based query optimizers, the one that Salesforce uses relies on statistics gathered about the data. Most statistics are gathered weekly, but the system also generates pre-queries that are cached every hour. The Query Optimizer evaluates SOQL queries and SOSL searches.
How do I run a health check in Salesforce?
From Setup, enter Health Check in the Quick Find box, then select Health Check. In the baseline dropdown (1), choose the Salesforce Baseline Standard or a custom baseline. The baseline consists of recommended values for High-Risk, Medium-Risk, Low-Risk, and Informational Security Settings (2).
What is Npsp health check?
Run NPSP Health Check As with your own health, your Salesforce org benefits from a regular check-up. Fortunately, there's NPSP Health Check, a tool that scans your org for data and configuration inconsistencies and errors and reports back with descriptions of what seems to be wrong.
What is field trip in Salesforce?
Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated. Run reports on the standard and custom fields you have in Salesforce for a better understanding of which field are important to your organization.
How do I analyze a Salesforce org?
You can check out the Org Impact Analysis report which is the overview of the Org. You can navigate around the metadata dictionary and you can drill into any metadata item, such as an object, so see the related metadata – fields, flows, record types – and the detailed analysis.
What is lightning usage app?
The Lightning Usage App lets you monitor adoption metrics, such as daily active users and the most visited pages in Lightning Experience. You can also track the number of your active licenses. These insights help you understand your users' needs so that you can focus on the issues that really matter.
Monitor Data & File Limits
The Optimizer Report uses limits to describe different areas of your Salesforce instance. It monitors limits related to configuration (metadata), such as the number of custom fields and active workflow rules, in addition to reporting on data and file limits.
Optimize & Maintain
The Optimize & Maintain an alysis of the Salesforce Optimizer Report identifies best practices that can prevent you from exceeding the limits outlined above. The report utilizes a simple color-coding system to highlight insights into your Salesforce health.
Additional Salesforce Resources
Within both the Monitor Limits and Optimize & Maintain sections, the Salesforce Optimizer report provides additional Salesforce resources pertaining to specific report features. These resources fall into three categories:
What Is the Salesforce Optimizer?
The Salesforce Optimizer would be an excellent application that allows you to analyze and follow professional advice for keeping your Salesforce deployment up to date. You do not need to acquire a program to use Optimizer. Therefore, activate the software, press the start button, and relax while the software examines your company.
What Is the Salesforce Optimizer Report?
A Salesforce Gov’t’s best asset to a true working organization would be the Salesforce Optimization Analysis. You generally agree that Salesforce would be an effective instrument, and if this were not properly installed, you would not achieve the operational efficiencies you desire.
Utilize Salesforce To Improve Your Business ROI
Employ Qandor’s complimentary Field Trip application on the App and website to evaluate the features of any asset, as well as what proportion of the entries (or a selection of your data) gets the ground occupied. The essential functionalities are included in the Field Experience functionality:
Salesforce Optimizer App – Key Features
The Salesforce Enhancer will transition from a document downloadable to a fully functional program.
How To Enable Salesforce Optimizer?
Salesforce Optimization is simple to install. Rather than installing a program, it is accessible from the configuration. To execute it, you must have the necessary authorization: Customize the program, make changes to all of the information, and administer the individuals.
Conclusion
The Salesforce Optimization Analysis is a hidden gem that gives administrators insight into their organization’s efficiency and organizational health.
How many fields does Salesforce Optimizer have?
While Salesforce allows up to 800 fields per object (depending on your edition), Salesforce Optimizer flags any standard or custom object with more than 350 fields.
Can Salesforce Optimizer see multiple triggers?
Salesforce Optimizer doesn’t like to see multiple Apex Triggers on the same object. This anti-pattern (bad programming practice) can cause you to hit Apex limits, which creates bad experiences for your users and your integrations. Additionally, there’s no way to control the order in which these triggers execute.
Can Salesforce Optimizer be used with Lightning?
Salesforce Optimizer can even help you prepare for your move to Lightning Experience. Run a report to see which fields, layouts, automation, Apex code, and other configurations you’re not using. Then reboot before the move, and only transition the stuff you need.
Is field creep real in Salesforce?
Field creep is real, especially if your Salesforce org has been around for a few years. Salesforce Optimizer combs through all your custom fields and page layouts and identifies potential candidates for cleanup.