Just like routine health checkups help us stay in shape, your Salesforce implementation also benefits from a regular check. Many businesses either overlook or underutilize the Salesforce Optimizer, a powerful tool designed to evaluate the health of your CRM.
Let’s dive into what the Salesforce Optimizer does and how it can set your Salesforce org on the path to peak performance.
What is the Salesforce Optimizer?
Think of it as a diagnostic app for your Salesforce implementation. The Salesforce Optimizer analyzes your system, pinpoints potential issues, and generates an easy-to-understand report. This report offers tailored recommendations to improve system performance, security, and user experience.
With this data, you can create a roadmap to elevate your CRM to meet Salesforce’s best practices.
Why Use the Salesforce Optimizer?
Here’s what the Salesforce Optimizer checks:
→ Field Usage: Analyzes the number of custom fields per object, identifies thresholds, and flags fields that exceed recommended limits.
→ Customization Cleanup: Gathers data on your customizations and flags instances that exceed Salesforce’s recommended limits.
→ User Activity: Tracks active users and highlights those who haven’t logged in recently.
→ Storage Management: Checks storage usage, identifies large attachments, and provides cleanup suggestions.
→ Security Objects: This report offers insights into the number of custom security objects, helping you find unused items and opportunities to consolidate.
→ Unused Reports and Dashboards: Business users often create numerous reports to track CRM data but rarely delete outdated ones. Optimizer helps you identify and clean up these reports.
→ API Versions: As Salesforce deploy their releases, you should progress also the API version of your code, to take advantage of the improvements and make sure your code runs on the most recent version. This KPI will return to you the API used on your org and the items that require your attention.
Old Features Usage: Encourages transitioning from outdated tools like Workflow Rules and Process Builders to newer automation tools. Need assistance? Reach out, we're here to help!
And these categories are just the beginning. Salesforce continues to enhance the Optimizer with new features in every release.
How to Enable the Salesforce Optimizer
Activating the Salesforce Optimizer is simple:
1. Navigate to the Optimizer option in Setup.
2. Click Allow Access and approve it to run on your org.
3. Choose to schedule monthly runs for ongoing insights.
And that’s it! You’ll receive a comprehensive report highlighting areas that need attention.
Ready to Optimize?
A well-tuned Salesforce org drives better results. Let the Salesforce Optimizer show you what’s working, what’s not, and where to focus next. Need help interpreting the report or implementing changes? Our Salesforce Consultants are here to help.
Get in touch today, and let’s keep your CRM in top shape.