Optimizer is a powerful tool that provides recommendations for how to improve some features in your Salesforce implementation. However, Optimizer only analyzes a subset of features across Salesforce.
Salesforce Optimizer evaluates the following features:
Salesforce Optimizer evaluates the following features:
- Fields
- Apex triggers
- Page layouts
- Report types
- Validation rules
- Sharing rules
- Administrator permissions
After analysis is complete, Salesforce email you a personalized Optimizer report with advice and recommendations about how to improve your implementation.
To launch Optimizer follow following steps:-
Setup-> Monitor -> Optimizer
You can run Optimizer for both sandbox and production environments. Note if you run this in a sandbox you must change Setup > Email Administration > Deliverability > Access level to “All email” or the email with your report will never be delivered to you.
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