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.
How do I setup Salesforce optimizer?
It’s really quick and easy to setup Salesforce Optimizer. There isn’t a package to install instead, it’s enabled from Setup. You require the following permissions to be able to run it: Customize Application, Modify All Data, and Manage Users. Navigate to the Setup menu and search ‘Optimizer’ using the quick search box.
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).
Is a Salesforce optimization analysis the best asset to a working organization?
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.
How to run optimizer on Windows 10?
You require the following permissions to be able to run it: Customize Application, Modify All Data, and Manage Users. Navigate to the Setup menu and search ‘Optimizer’ using the quick search box. First, select ‘Allow Access’, then you will be able to launch the app.
How do I run Optimizer in Salesforce?
Run Salesforce OptimizerFrom 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.
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.
Is Salesforce Optimizer free?
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 Salesforce Optimizer App?
The Salesforce Optimizer app analyzes features in an interactive and actionable format. Quickly identify issues that require immediate attention by using the sortable list view. Read through expert Salesforce recommendations to plan next steps.
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).
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...•
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 find unused fields in Salesforce?
For unused fields go to workbench, Select all fields in that particular object and export a report using Bulk CSV option. If no data is in any of the fields then their is a good chance that those fields are not used anywhere. Please let me know it this helped you.
What is field usage in Salesforce?
Field Analysis lets you analyze Salesforce fields to see the number, type, and usage of fields on any Salesforce object. You can even run detailed analysis on certain field content like picklists, numbers, emails, and owners.
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.
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.
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.
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.
What is the Salesforce Optimizer Report?
Salesforce Optimizer scans your Salesforce org and analyzes 40+ metadata features. Additionally, it also gives you recommendations on the side component with estimated configuration effort and resources!
Salesforce Optimizer App – Key Features
As I mentioned, I was lucky enough to get sneak a peek ahead of the Summer ‘20 release.
How to Enable Salesforce Optimizer
It’s really quick and easy to setup Salesforce Optimizer. There isn’t a package to install instead, it’s enabled from Setup. You require the following permissions to be able to run it: Customize Application, Modify All Data, and Manage Users.
Summary: The Future of Salesforce Optimizer
The Salesforce Optimizer Report is a secret weapon, giving Admins an insight into the performance and general health of their Org. With the Optimizer App coming up in the next release, you will have an interactive way to review and act on the recommendations for maintaining and improving your Salesforce org’s implementation.
From a PDF to an app in Summer 20
Some admins out there might remember their first introduction to Optimizer as report that got put into their docs and emailed to them. We’ve come a long way since then, and the Summer 20 release is set to change the game.
How Optimizer helps you set your goals
Optimizer has almost fifty different recommendations. In other words, there’s almost certainly more than a few things you can work on.
Using The Salesforce Optimizer App to win over stakeholders
Sharing is caring, and Optimizer reports are best shared with anyone who needs to make a decision that affects your org. Viket recommends using the app to set your priorities and pointing to the report to explain why.
