Salesforce Optimizer is an invaluable tool for Salesforce administrators since it provides insights to optimize the performance and efficiency of your Salesforce environment. It helps identify areas for improvement, enhance features, and ensure your Salesforce instance is running smoothly. How? It analyzes your Salesforce instance and generates a detailed report detecting and addressing challenges. It reviews your org’s usage of customizations and provides actionable recommendations. By using the Salesforce Optimizer tool, you can uplift user experience and maintain a cleaner, more secure system.
Prerequisites
Before you can enable and set up Salesforce Optimizer, ensure that you meet the following prerequisites:
- System Administrator Access: You need System Administrator permissions to enable and run Salesforce Optimizer.
- Salesforce Edition: Salesforce Optimizer is available in Enterprise, Performance, and Unlimited Editions.
- Setup Audit Trail: Determine that the Setup Audit Trail is enabled to track changes made in your org.
How to Enable Salesforce Optimizer?
Enabling the optimizer for Salesforce is a straightforward process. Follow these steps:
Step 1: Log in to Salesforce
Log in to your Salesforce instance with your System Administrator credentials.
Step 2: Navigate to Setup
Click on the gear icon in the top-right corner of the Salesforce interface to access the Setup menu.
Step 3: Search for Optimizer
In the Quick Find box, type “Optimizer” to quickly locate the Salesforce Optimizer setup page.
Step 4: Enable Salesforce Optimizer
Click on “Salesforce Optimizer” in the search results. If Salesforce Optimizer is not yet enabled, you will see an option to enable it. Click on the “Enable” button to activate Salesforce Optimizer for your org.
Step 5: Review Permissions
Ensure that the necessary permissions are set. By default, System Administrators have the required permissions to run Salesforce Optimizer. However, you may want to verify that other profiles or users who need access also have the appropriate permissions.
How to Run Salesforce Optimizer?
Once the Salesforce Optimizer tool is enabled, you can run it to generate a comprehensive report. Follow these steps to run Salesforce Optimizer:
Step 1: Access Salesforce Optimizer
Navigate to Setup and search for “Optimizer” in the Quick Find box. Click on “Salesforce Optimizer” from the search results.
Step 2: Run Salesforce Optimizer
On the Salesforce Optimizer page, click the “Run Optimizer” button. This action will initiate the analysis of your Salesforce instance.
Step 3: Wait for Completion
The analysis may take some time, depending on the size and complexity of your Salesforce org. You will receive a notification once the analysis is complete.
Step 4: Access the Optimizer Report
Once the analysis is complete, you can access the Salesforce Optimizer report. The report will be available in PDF format and can be downloaded for detailed review.
What is the Salesforce Optimizer Report?
The Salesforce Optimizer report is a comprehensive document that provides insights into various aspects of your Salesforce instance. Here’s a breakdown of what you can expect in the report:
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Executive Summary
The executive summary provides a high-level overview of the key findings and solutions. It places an emphasis on the most critical areas that require attention.
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Detailed Findings
The detailed findings section dives into specific areas of your Salesforce instance, such as:
- Custom Code: Identifies inefficient or unused Apex code, triggers, and classes.
- Data Storage: Evaluates data storage usage and provides recommendations to optimize storage.
- Fields: Reviews custom fields and their usage, suggesting removal or optimization of unused fields.
- Reports and Dashboards: Evaluate the efficiency of reports and dashboards, recommending improvements.
- Security: Assesses security settings and provides recommendations to enhance security and compliance.
- Sharing Rules: Review sharing rules and their impact on performance, suggesting optimizations.
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Actionable Recommendations
For each finding, the report provides actionable suggestions to address identified issues. These recommendations include specific steps and best practices to optimize your Salesforce instance.
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Prioritization
The report prioritizes recommendations based on their impact and urgency, helping you focus on the most critical improvements first.
How to Implement Recommendations?
After reviewing the Salesforce Optimizer report, it’s time to implement the recommendations. Here’s how to approach this process:
Step 1: Prioritize Actions
Review the prioritization provided in the report and create a list of actions to address the most critical issues first. Focus on high-impact recommendations that can significantly improve performance and user experience.
Step 2: Plan Changes
Create a plan for implementing the recommended changes. This plan should include timelines, responsible team members, and any necessary resources. Moreover, make sure that you consider the potential impact of each change on your users and operations.
Step 3: Communicate with Stakeholders
Communicate the planned changes and their benefits to key stakeholders, including executives, department heads, and end-users. Gaining their support and understanding is crucial for a smooth implementation.
Step 4: Test Changes
Before making changes in your production environment, test them in a sandbox or staging environment. This step helps ensure that the changes do not negatively impact your Salesforce instance.
Step 5: Implement Changes
Implement the changes according to your plan and monitor the impact of each change to ensure it achieves the desired improvements. Use change management tools of the optimizer app Salesforce, such as Change Sets and Deployment Manager, to streamline the implementation process.
Step 6: Review and Iterate
After implementing the recommendations, review their impact on your Salesforce instance. Run Salesforce Optimizer again periodically to identify new areas for improvement and continue optimizing your Salesforce environment.
In A Nutshell
Regular use of Salesforce Optimizer, combined with best practices and stakeholder involvement, guarantees that your Salesforce environment remains optimized and aligned with your business needs. So, use Salesforce Optimizer as a crucial component of your management strategy and enjoy the benefits of a well-optimized, high-performing Salesforce instance.
Need assistance with enabling the optimizer for Salesforce? Don’t worry, as our team of professionals has got you covered! At WhiteRock, we have years of experience in setting up Salesforce Optimizer and helping businesses streamline their operations.