Speed Up Org Maintenance with the Optimizer App

Introducing the Salesforce Optimizer app, the interactive way to review and act on expert recommendations for maintaining your Salesforce org’s implementation. No need to install a package, just enable the app, click to run, and sit back while we inspect your org. Quickly identify issues that require immediate attention by using the sortable results list view. Read through the Salesforce recommendations to plan next steps. Use quick links on result pages to go directly to the applicable Setup page. Previously, you could only consume Optimizer content by scrolling through an English language report delivered as a PDF file.

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.

The Salesforce Optimizer in console view.

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.