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Salesforce Optimizer (Beta)

Improve features, clean up customizations, reduce complexity.

Overview

Note: As we're working on the next phase of the Salesforce Optimizer App, we're discontinuing the public listing of this app. We'd encourage you to follow the Salesforce Optimizer Trailblazer Community for updates.

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  • The app includes auto-runs so you always get the latest results without manually running the report.

  • See historical trends of your optimization progress.

  • Filter feature results by level of effort and optimization status to zero in on the features that you can tackle first.

As a beta feature, Salesforce Optimizer App is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. See the Install Instructions for full details of the Beta program. You can provide feedback and suggestions for the Salesforce Optimizer App in the Optimizer Trailblazer Community: https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A00000024c1 Salesforce is an incredibly powerful tool, but as veteran admins know, maintaining a suite of features across your org can be cumbersome. Salesforce Optimizer takes the guesswork out of how to best maintain features so that they can be enhanced to help your users get work done. The app presents the recommendations in a more interactive and actionable format. Unlike the PDF report, you can sort and filter the features included in Salesforce Optimizer by impact and estimated effort time on the Results tab. Zero in on optimizations that you can handle quickly or the tasks that are high-priority and need to be tackled first. The feature page includes historical trending graphs or a data list containing the data to review.

Categories

Business Needs
Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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