Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Speed Up Org Maintenance with the Optimizer App
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
Who: Users must have the Customize Application, Modify All Data, and Manage Users user permissions to access the Optimizer app. Unlike the Salesforce Optimizer PDF report, which was only available in English, the app is translated into end-user languages.
Why: The app makes it easier to be strategic about planning org maintenance. Instead of scrolling through pages of a static PDF report for results and next steps, use the sortable results list view. The Optimizer’s split-view console navigation makes it easy to review results without losing context.
From the list view, it’s a click away from the full results (1) and recommendations (2) and the Setup page to make any changes (3) for over 40 features analyzed as part of the Optimizer.
How: From Setup in Lightning Experience, enter Optimizer in the Quick Find box, then select Optimizer.