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Improve Your Implementation with Salesforce Optimizer
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            Run the Salesforce Optimizer App

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            Run the Salesforce Optimizer App

            The Salesforce Optimizer app analyzes features in an interactive and actionable format. Quickly identify issues that require immediate attention by using the sortable list view. Read through expert Salesforce recommendations to plan next steps.

            Required Editions

            Optimizer App Available in: Lightning Experience
            Optimizer Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To run Salesforce Optimizer: Customize Application, Modify All Data, AND Manage Users

            Consider running Salesforce Optimizer as part of your monthly maintenance, before installing a new app, before each Salesforce release, or at least once a quarter. You can run the report as often as you want to keep on top of maintenance activities. You can set the App to run automatically on a monthly basis.

            1. From Setup, enter Optimizer in the Quick Find box, then select Optimizer.
            2. Enable Optimizer by allowing access, if you haven’t done so already.
            3. Decide if the app should automatically run and update.
            4. Click Open Optimizer.
              Important
              Important If you have a large Salesforce org, analysis can take more than 24 hours. After you start a run, close the app and check back later. Or, refresh the browser tab to see the latest run status. Don’t run Optimizer again until the run has finished.

            Salesforce sends an in-app notification when results are ready. Access Optimizer results by clicking the notification. Or, return to the Optimizer in Setup to review your results.

            In the App, Org Metric History is shown with graphs for file storage limits, data storage limits, and static resource limits. These graphs give a high-level visual overview for how these limits have impacted your org.

            Salesforce also saves an .xls file in Salesforce Files. The file includes some of the information from the report:

            • Feature section and subsection per the report’s table of contents
            • Type of feature analyzed, along with the number of items found
            • Severity of observation

            Use the .xls file to load the data into Salesforce to analyze it for trending and historical analysis. By uploading data into a Salesforce custom object, you can create workflow triggers and alerts when various thresholds are reached.

             
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