Salesforce Optimizer

Salesforce Optimizer analyzes your implementation to determine ways that you can simplify customization and drive adoption of features. We analyze a suite of features across your implementation and give you concrete recommendations for how you can improve your Salesforce experience.

Optimizer analyzes a suite of features and sends you a personalized report about how you can improve your implementation. You can run Optimizer for both sandbox and production.

To run Salesforce Optimizer, below permissions are required in the Profile

  1. Customize Application
  2. Modify All Data
  3. Manage Users

1. Go to Monitor –> Optimizer.

2. Launch Salesforce Optimizer.

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