Optimize your Implementations with Salesforce Optimizer!!!

Salesforce Optimizer! – 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. Optimizer lets you run an automated, programmatic analysis of your sandbox or production environments.

Optimizer takes the guesswork out of how to best maintain features, so they can be optimized to help your users get work done. You can run Optimizer in sandbox or production environments to receive recommendations to improve features, clean up customizations, reduce complexity, and drive feature adoption.

 

Which Editions of Salesforce has Optimizer? 

Available in: Salesforce Classic and Lightning Experience
Optimizer is available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

 

What are the permissions needed for Kicking off Optimizer?

User Permissions Needed
To kick off Optimizer: “Customize Application” and “Modify All Data”
To receive the email that contains your Optimizer report: In Setup, Email Delivery set to the access level “All Email”

Kick off Optimizer to evaluate how you can improve certain features for your users. After you kick off your evaluation, Salesforce emails you a personalized Optimizer report with advice and recommendations about how you can streamline your implementation

 

How to Kickoff the Optimizer?

  • From Setup, enter “Optimizer” in the Quick Find box, then select Optimizer

Screenshot at Apr 19 16-47-55

 

  • Determine whether you want to run Salesforce Optimizer on a sandbox or production environment.
    1. To receive recommendations for how to improve sandbox, click Sandbox.
    2. To receive recommendations for how to improve production, click Production.

Screenshot at Apr 19 16-49-49

 

  • Sit tight while Salesforce produces your Optimizer report.

Screenshot at Apr 19 16-50-16

After you kick off Optimizer, Salesforce generates a PDF report and emails it to you. Salesforce also saves the report to Salesforce Files.

 

  • After you receive the report, follow its recommendations to make improvements to features across your implementation.

Screenshot at Apr 19 17-06-38

 

What features does Salesforce Optimizer evaluate? 

  • Fields
  • Apex triggers
  • Page layouts
  • Record types
  • Validation rules
  • Sharing rules
  • Workflow rules
  • Administrator permissions
  • Profiles
  • Permission sets

 

How does my report look like? 

Your report will look very similar to the below screen.

Screenshot at Apr 19 17-13-25

You can drill down to each section by clicking on the arrow symbol.  You will be taken to the detailed section of that content in the report. It should look similar to the below screen.

Screenshot at Apr 19 17-16-24

 

Salesforce Considerations for the availability of Optimizer:

The feature is also available for customers with certain IP address restrictions. Whitelist the following IP addresses for users who run Optimizer in your organization:

  • 52.2.2.209
  • 52.203.195.34
  • 52.200.207.131
  • 52.72.119.132

For Enterprise, Performance, Unlimited, and Developer Editions, whitelist these IP addresses on those users’ profiles. Users who aren’t assigned to those profiles can’t access Optimizer.

References: 

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