Category: Salesforce Optimizer

Salesforce introduced the new feature in Spring’17 – Salesforce Optimizer. This is really a nice tool which will evaluate your implementation in terms of the Salesforce features you are using and then identifies the ways to improve the implementation.We all know that continuous improvement is very important, but in reality driving that continuous improvement sometimes becomes a challenging task. In my Salesforce experience, I faced the below problems when it comes to improvement -I know I need to do improvement, but where is the time? Where to start from?I really need trustworthy tools and guidance to help me driving the improvementI need to convince business in terms of the importance of improvement.I don’t want to go to bed every day with the worry that I may be missing something which might break my implementation tomorrow.That’s quite a lot!! But now with Salesforce Optimizer, I have the answer to all of my doubts, questions.Salesforce Optimizer is available in Classic and Lightning ExperienceProfessional, Enterprise, Performance, Unlimited and Developer EditionsSandbox and Production Environments.To access Salesforce Optimizer, you need below permissions -You can find the documentation here -Salesforce Optimizer DocumentationYou will find the Salesforce Optimizer under Setup | Monitor | Optimizer Once you click on the Optimizer, on the next page, you need to Launch Optimizer by clicking on the Launch button.Salesforce will generate the report and send the report to your email address.Once you will open...