Top benefits of using the Salesforce Optimizer app
We work day in and day out to make our workspace a perfect place where everything is well organized, well placed and without any wastage. In doing so, we aim to make things readily available at times of need and save our energy, time, and resources. In the same way, we wish our CRM functions to work as smoothly and effectively as possible, but even though we try our best, it's never perfect. Admins know that it might be impossible to have a perfectly organized CRM, but why not try to make it better?
Here is Salesforce Optimizer, something to cheer about.
First thing first, what is Salesforce Optimizer? It's a dynamic yet simple tool that analyzes your org to find out where your resources are being wasted and how you can improve your performance and user interface. One news that will take you over the moon is that it is free. Isn't it a fantastic gift from Salesforce to you?
So it's free, but how to enable it? Don't worry; Salesforce is always focused on user experience.
General considerations that you need to know are:
Next, you might be wondering how it will benefit you. Broadly, you can understand what you can achieve with Salesforce Optimizer.
Clean up your org easily
To assist you in deciding what to do first, Salesforce Optimizer generates a list classified by type, level of work, and status.
About the number of users with Admin permission: Look before you leap. Just don't give access to everyone. This can lead to damaging the data. Although there is no thumb rule as to how many users should have Admin permission, Optimizers tell you how many users have permission in your org, and using the Salesforce guidelines you can judge what number is better for your org. Thus, improving your data quality.
Here are some pointers on how you can use the Optimizer App to help you speed up your organization’s maintenance.
To start with, I always recommend staying up-to-date with Salesforce Releases. It might be difficult to keep up with three updates per year, each with hundreds of new features, but don’t forget Salesforce Optimizer suggests additional features that add actual value to users.
You should also check Salesforce governor limits: Learn about common governor limits so you can avoid them before they cause problems.
Regarding field limit, it updates the user if any Object -be it Standard or Customized- has more than 350 fields. Although technically Salesforce allows around 800 fields per object, Optimizer informs them if they are necessary and useful to them or not. In the same way, field usage shows whether fields are empty or populated with data. Users can make decisions based on this output of Optimizer to see if those fields are really adding any value to the Object. Lastly, fields per page shows how many fields there are on the detail page and which of those the user can consider removing. Not having to scroll through unimportant or long forgotten fields on the detail page is a plus in UE.
All excess is bad and the same goes with Automation. Too much automation on single objects leads to issues like slow performance. Optimizer plays a vital role here by informing the user about a number of automation applied by the user on a particular Object.
Optimizer also helps you to follow the good practice of having a single trigger per object. They indicate objects that have multiple triggers.
When it comes to Reports and Dashboards, you can easily analyze which have been unused in your org and remove them if they are not required, it will show reports and dashboard that haven't been run in over a year. With Visual Overview you can recap on graphs for data storage limits, file storage limits, and static resource limits thus giving a better understanding of how these limits will affect users’ org.
All of the abovementioned mean users will have a simpler, better experience. And to make it even better Salesforce made sure to enable the optimizer to run in sandbox or production.
Additional advantages come along with My Domain activation, as it helps you customize the right frame content and allows single sign-on with an external identity provider. Optimizer reminds you to turn it on in case it’s not activated in your org.
Shifting to Lightning
In order to make a swift transition from Classic to Lightning Experience, Salesforce Optimizer will help you analyze what stuff is no longer worth having in your Salesforce. So, you can avoid taking it into lightning mode.