Optimize Lightning Performance Checklist

Review Network, Browser, and Page Performance

• Take the Lightning Experience Performance Optimization Trailhead Module
• Review Improve Speed and Performance in Lightning Experience Help Article
• Use the Lightning Usage App to view page and browser performance
  • Create a custom report type using LightningUsageByPageMetrics to get the EPT for various pages. This will help you see where users are experiencing slowness
  • If you have Event Monitoring the Analytics App has Prebuilt Dashboards for Lightning Performance that includes additional details
• Run a speed test on a variety of end user's machines to review their Octane Score and ensure they meet the Technical Requirements for Lightning Experience. Ensure the sample tested includes users in different Geographies, Roles, Profiles, and Employee Tenure. Record the results in a spreadsheet like this quip template
  • If the speed test shows latency > 150ms ensure there are no Network latency issues between your end users and Salesforce by running a Ping test and Traceroute
• Run the Salesforce Optimizer and address any issues relating to performance and page complexity
• Enable CDN to Load Applications Faster
• Enable secure and persistent browser caching to reduce the number of server calls from the client
• Ensure My Domain is enabled and deployed to take advantage of Salesforce Edge
• If you are using the Lightning Console, edit the Console App and review Navigation Rules that automatically open related records. Whenever possible reduce or eliminate the Navigation Rules to increase console performance.
• To increase report performance review Improve Report Performance: Best Practices
• If you are building custom Lightning Web Components ensure Developers are leveraging Best Practices when building Custom Components
  • If you are calling custom Apex from Lightning, where ever possible cache the results using @AuraEnabled(cacheable=true)
• If you are using virtualization review Improving Lightning Performance on Virtual Desktops and Optimizing Lightning Performance on Citrix Virtual Apps and Desktops

Review Performance of a Lightning Page

• Validate the performance issue by measuring the EPT when loading the page
  • Use a URL suffixed with "?eptVisible=1" or “?0.aura.mode=PERFDEBUG“ to get more information about the page’s EPT. You can also enable Debug Mode for your user (note: this will cause additional slowness)
  • Test using different browsers/computers similar to what your end users have
  • Test using Chrome’s Guest or Incognito mode to eliminate any issues with browser extensions or plugins
• Review the complexity of the page using App Builder: How many fields, related lists, VF pages, VF Components, standard and custom Lightning components have to load on the page? Does the user need access to everything when the page loads?
  • In App Builder Select Help > View Tips to see if there are any Tips specific to increasing performance or UI usability.
  • Break up the elements on a page using customizable tabs, everything but the primary tab will benefit from lazy loading to decrease EPT
  • If the Record Detail component includes a large number of fields move it to a separate tab and leverage the Related Record standard component (self-referential) to show a subset of fields on the primary tab.
  • If there are a large number of Related Lists move them to a separate tab and leverage the Related List - Single Component to show the most important Related List(s) on the primary tab or leverage Related List Quick Links Component
  • VF pages and VF Components should be moved to a separate tab whenever possible. Long-term VF pages can either be migrated to custom Flows, Standard Components, or Custom Lightning Web Components.
• Quantify the impact of components on the page using a process of elimination - remove one element at a time from the page to determine if it is causing a performance issue
• Leverage Chrome’s Developer Tools to take a Performance Profile Recording to analyze the page’s performance
  • Learn more in the Troubleshoot Lightning Web Components trail and the Performance Troubleshooting in Lightning Web Components module