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We’ve all heard it before that Salesforce is a Multi-Tenant platform, and therefore, we need to ensure that the Salesforce Instance/Org is configured to adhere to the best practices. Salesforce offers a tool known as “Salesforce Optimizer Report”, which provides a health check for a Salesforce Instance. Salesforce has enhanced this further to an independent Application that can be accessed via the App Launcher.
You may also wave a final goodbye to the amazing PDF that is currently being generated to provide us with insights on the Salesforce Implementation in an Instance.
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When using the Salesforce Optimizer App please consider the following:
- Metadata related to managed packages are not evaluated
- Optimizer evaluates your org’s metadata only, it does not evaluate records or other contents stored in Salesforce
- Take a look at some of the features that are analyzed by Salesforce with the Salesforce Optimizer App as compared to the Salesforce Optimizer PDF that people have referred to most recently
- Optimizer evaluates users only with the following licenses –
- Chatter Only (Chatter Plus)
- Company Community User
- Lightning Platform App Subscription
- Lightning Platform – One App
- Knowledge Only User
- Salesforce
- Salesforce Platform
One may consider running Salesforce Optimizer as part of your monthly maintenance, before installing a new app, before each Salesforce release, or at least once a quarter. One can run the report as often as they like in order to keep on top of maintenance activities. The App can also be set to run automatically on a monthly basis.
How to run the Salesforce Optimizer Report?
Step 1: From Setup, enter Optimizer in the Quick Find box, then select Optimizer.
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Step 2: Enable Optimizer by allowing access, if you haven’t done so already.
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Step 3: Decide if the app should automatically run and update.
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Step 4: Click Open Optimizer
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Step 5: Salesforce sends an in-app notification when results are ready. Access Optimizer results by clicking the notification. Or, return to the Optimizer in Setup to review your results.
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Voila! It’s done!
In the App, Org Metric History is shown with graphs for file storage limits, data storage limits, and static resource limits. These graphs give a high-level visual overview of how these limits have impacted your org.
Salesforce also saves an “.xls” file in Salesforce Files. The file includes some of the information from the report:
- Feature section and subsection per the report’s table of contents
- Type of feature analyzed, along with the number of items found
- Severity of observation
Use the .xls file to load the data into Salesforce to analyze it for trending and historical analysis. By uploading data into a Salesforce custom object, you can create workflow triggers and alerts when various thresholds are reached.