how to run salesforce optimizer for your org

• 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.

Full Answer

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).

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.

What permissions do I need to run optimizer?

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.

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What is Salesforce Optimiser?

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 schedule a 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. Click Open Optimizer.

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 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.

How do I run an optimizer report 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.

What is Salesforce Optimizer report used for?

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.

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 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...•

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 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 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 create a health check report in Salesforce?

It is important to follow a clear process when conducting your Salesforce Health Check, which I have divided into four steps.Step 1 – Check the Salesforce Contract and Product Usage. Salesforce Contract. ... Step 2 – Security Check. “Health Check” ... Step 3 – Check Access Controls. ... Step 4 – Org Build Analysis.

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.

2. Survey your technology

To survey your technology, Apura suggests you take a look at the current state of your org to understand its health and impact on performance.

3. Simplify the user experience

Sales and service agents should capture certain information at various points in their discussions with the customer.

4. Improve productivity with Salesforce Lightning

To maximize the value of moving your business operations to Lightning Experience, Apura recommends you invest time in learning about the possibilities. “The power of Lightning means you can create a user experience that improves workflow and productivity, makes jobs easier and more intuitive, and even transforms your business.

5. Measure and refine your process

Finally, Apura says he recommends admins constantly measure what works to identify two key metrics — adoption and usage. Doing this will improve your Salesforce practices and impact business processes.

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.

Why a Salesforce Admin needs to measure success

Your company is investing in Salesforce as a tool to drive business results. As a Salesforce Admin, you’re in the driver’s seat to ensure that Salesforce is being used to meet the needs of the business and drive successful results. Being able to show measurable improvements quantifies your contributions to driving that success.

How to drive the most value from Salesforce

Salesforce can be a black box for many people in your business who are not users. As a Salesforce Admin, you’re the subject matter expert on all things Salesforce, the go-to person who knows how to get the most value from your company’s investment in Salesforce.

Using Salesforce Optimizer effectively

Every time you run the Optimizer report, you gain insight into issues affecting your org. Some issues are more critical than others and marked as such. By taking timely and appropriate actions to fix those issues, they will no longer show up as ‘action required’ in the Optimizer report.