Improve Your Salesforce Implementation with Optimizer

Welcome to Salesforce Optimizer! Optimizer evaluates your implementation to determine how your company uses certain Salesforce features, then identifies ways that you can improve your implementation for your company.
Available in: Salesforce Classic and Lightning Experience
Optimizer is available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To kick off Optimizer: “Customize Application” and “Modify All Data”
To receive the email that contains your Optimizer report: In Setup, Email Delivery set to the access level “All Email”

Salesforce is an incredibly powerful tool, but as veteran administrators know, maintaining a suite of features across your org can be cumbersome. Optimizer takes the guesswork out of how to best maintain features, so they can be optimized to help your users get work done. You can run Optimizer in sandbox or production environments to receive recommendations to improve features, clean up customizations, reduce complexity, and drive feature adoption.

To start your evaluation, kick off Optimizer. After our analysis is complete, we email you a personalized Optimizer report with advice and recommendations about how to improve your implementation.

But before you kick off your evaluation, learn about which features and customizations that Optimizer evaluates. That way, you know which features and customizations you’ve got covered, and which you still need to evaluate yourself.

After we email you your Optimizer report, use the recommendations in your report to tweak features and settings to improve your implementation.

Keep in mind that Salesforce Optimizer and its report:
  • Are available in English only.
  • Evaluates some, not all, of your features and customizations.