One Simple Way to Start Optimizing Salesforce

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Optimizing Salesforce

Salesforce orgs can be a challenge to manage. Optimizing Salesforce becomes more important the longer you’ve been using Salesforce. The longer you’ve been using Salesforce the more challenging it can be to keep it healthy. One of the biggest challenges is simply knowing what potential items need to be reviewed! Some organizations spend hours every year to look through their org’s documentation or their configuration setup and identify what needs to be cleaned up, deleted, or simply reviewed for accuracy.

This process is significantly easier now that the Spring ’17 release is here. A new feature called the “Optimizer” evaluates your Salesforce org and identifies potential trouble areas for review. What’s great is how simple it is to use.

In 6 steps, here is how to use the new feature and start optimizing Salesforce.

  1. Find the optimizer
  2. Finding the optimizer is simple. The only requirement is you must be on the Spring ’17 or later release. It’s available for Professional Edition and up. Simply enter the setup page, and expand “Monitor.” You’ll see Optimizer in the menu. Alternatively, you can search for “Optimizer” in the quick find box. This will quickly filter your setup menu so only the Optimizer is displayed. You must have the Customize Application and Modify All Data permission to find and run the Optimizer. If you’re in Professional Edition, this likely means you have the System Administrator profile.
    Optimizer in Monitor Menu

  3. Launch the Optimzer
  4. Launching is a very simple process. Simply click the button and…
    Launching Optimizer

  5. Allow Optimizer to access your Salesforce org
  6. Click “Allow” so the Optimizer program can access your Salesforce environment. It needs your permission to look at your Salesforce configuration.
    Allow Access

  7. Read the confirmation
  8. The confirmation screen simply lets you know the Optimizer was able to access your Salesforce environment and is currently evaluating.

  9. Open the email & view the report
  10. When the report is ready, you’ll receive an email. The report will be attached but you’ll also have it available to you as a file directly in Salesforce. This is a great way for you to share the report with your team and start a chatter conversation around the results.
    Emailed Report

  11. Contact Better Partners to Help optimize Salesforce

We have more than a decade of collective experience of working in Salesforce environments, including helping to clean and ensure your Salesforce is configured to meet your business objectives and needs. The optimizer report is a great way to start the conversation.

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Brian Kwong
Brian has been an Admin/Developer on the Salesforce platform since 2007. He was recognized as a Salesforce MVP in 2012 and has been renewed each year. Brian is a passionate supporter of the Salesforce community and is a co-leader for the Wisconsin Salesforce User Group. Brian specializes in business automation, business analyst, and best practices. He's the Vice President of Delivery and Operations at Better Partners.
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