Salesforce Optimizer App Retirement: Optimization without Salesforce Optimizer

Udgivelsesdato: Oct 14, 2025

Beskrivelse

Salesforce Optimizer is scheduled for retirement as of Winter ’26. See Optimizer App Retirement for details.

Analysis Use Cases

Analysis Available in Salesforce Setup

Insecure Default External Access Levels

From Setup, navigate to Security > Sharing Settings. In the Organization-Wide Defaults section, review the Default External Access column. Entries set to Public Read-Only or Public Read/Write should be considered insecure for external access.

See also Salesforce Security Health Check (from Setup, navigate to Security > Health Check), a tool that highlights common security misconfigurations.

Pending Release Updates

To see pending release updates, from Setup, navigate to Release Updates.

Data Storage Limits

To monitor storage limits, from Setup, navigate to Data > Storage Usage.

For a more detailed explanation of how Salesforce groups and calculates storage for various kinds of data, see Data and Storage Resources in the Salesforce online help.

Obsolete API Versions

Artifacts, such as Apex classes, Visualforce pages, Lightning web components, and so on are versioned, which binds them to a specific implementation version of Salesforce. Binding to older versions can be a maintenance issue, especially when features are upgraded or retired. To review the API versions of various Salesforce artifacts in Setup, see Check for API Versions in the Salesforce online help.

You can also review API versions for your Salesforce artifacts using SOQL. See Query for API Versions in the next section.

Analysis Available via API

Query for API Versions

Here are SOQL queries for listing active Apex classes, Apex triggers, and Visualforce pages sorted by API version.

# Apex classes

SELECT Id, Name, ApiVersion FROM ApexClass WHERE Status='Active' ORDER BY ApiVersion ASC

# Apex triggers

SELECT Id, Name, ApiVersion FROM ApexTrigger WHERE Status='Active' ORDER BY ApiVersion ASC

# Visualforce pages

SELECT Id, Name, ApiVersion FROM ApexPage WHERE Status='Active' ORDER BY ApiVersion ASC

Finding other artifacts with older API versions follows the same pattern. All you need to change is the FROM clause.

Permission Sets with a Low Number of Users

Use the following SOQL query to find permission sets with 10 or fewer users.

SELECT PermissionSet.Name, PermissionSetId, count(AssigneeId)

FROM PermissionSetAssignment

WHERE Assignee.IsActive = true AND PermissionSet.IsOwnedByProfile = false

GROUP BY PermissionSetId, PermissionSet.Name

HAVING (count(AssigneeId) >= 1 AND count(AssigneeId) <= 10)

ORDER BY count(AssigneeId) ASC

Inactive Chatter Users

Tip: For extensive analysis options of your org’s Chatter usage, see the Salesforce Chatter Dashboards package on AppExchange.

Use the following SOQL query to find Chatter users that haven't been active in the last 30 days.

SELECT Id, ProfileId

FROM User

WHERE IsActive = true AND Id IN

(SELECT ParentId FROM ChatterActivity WHERE SystemModstamp < LAST_N_DAYS:30)

Yderligere ressourcer

API Documentation

Most of the techniques described here require you to use various Salesforce APIs, primarily via SOQL queries, as well as the REST, SOAP, and Metadata APIs. The following resources can help you set up and use these APIs using a variety of tools of your choice.

Tools

There are a wide variety of ways to interact with Salesforce via APIs. You should feel free to choose any tool or tools that you’re comfortable using. If you’d like a little guidance, here are some suggestions.

SOQL Query Tools

Many of the techniques here make use of SOQL queries, and selecting a good tool for executing them is essential. Here are a few suggestions.

REST API Tools

We provide guidance for using a few different tools to access REST API.

Other Tools

Vidensartikelnummer

005167013

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