5 Ideas On How to Drive Success with Salesforce Optimizer

5 Ideas On How to Drive Success with Salesforce Optimizer
A day in the life of a Salesforce admin. You need to export your organization’s data and back it up somewhere else (because something could happen, and you could lose it, even if it is in the cloud). You also need to ensure that data quality within the system, for example, duplicate data, does not exist. However, a Salesforce admin might be spending the bulk of their time maintaining the platform. You need something that can help you handle repetitive and mundane tasks within the Salesforce platform, freeing you to do what you were hired for. In comes the Salesforce Optimizer. Let’s explore how to drive success with Salesforce Optimizer. Also read: 7 Ways to Fast-Track ROI (for B2B or B2C) with the Salesforce Commerce Cloud Salesforce revenue cloud: 3 Ways You Can Use the New Cloud to Accelerate Revenue Growth B2C Organizations Should Turn to Marketing Automation to Close the Gap to the Top Are You Using the Salesforce Interaction Studio? Here’s Why You Should

What is Salesforce Optimizer?

Salesforce Optimizer is a tool that helps admins maintain the Salesforce platform within their organization. With Optimizer, you take the guesswork out of what features need improvement, how to improve them and clean up customizations. Optimizer pitches in, empowering you to decrease technical debt from unresolved user complaints like excessive fields on pages within apps on the Salesforce tool, resulting in inefficient page usage. This might result in even more errors to fix.

Why use Salesforce Optimizer?

Optimizer helps admins by providing insights, best practices, and recommendations through the Salesforce Optimizer Report. Optimizer can analyze how you use Salesforce in your organization and make recommendations. If you are on a premium plan, it gets better, as the recommendations are customized to your organization. The report used to be in PDF format, but you can now use the Salesforce Optimizer App. The app can analyze more features and is more interactive.

A Salesforce Report Overview

Let’s explore some insights that you can draw from the Salesforce Report:
  • Field Usage – you can see the fields that users don’t use and remove them.
  • Apex Triggers – it reports on the objects with over one Trigger based on the Apex limit.
  • Duplicate Management – checks for duplicate rules that could result in duplicate data and records or recommends the need to create some duplicate rules to keep data tidy.

Salesforce Optimizer App

Once you understand the insights on how to drive success with Salesforce Optimizer, then the next thing is to get the app. With the app, you don’t need to keep scrolling to get the information you need to take action on or read lots of pages. However, the app gives you the same insights that you can get on the PDF, only being more interactive.

List View

One of the most impressive features of the Optimize app is ListView. It allows you to filter the Optimizer Report’s data and take actionable steps faster instead of spending time scrolling through the report.

How to Access Optimizer App

Before you can run Optimizer, you need to ensure that you are authorized. Whitelist the necessary IP addresses.
  • You need to be logged in on Lightning.
  • Go to Setup and enter ‘Optimizer’ in the Quick Find box.
  • Choose ‘allow access.’
  • Check the attestation box.
  • Save and Close.
  • Click ‘run Optimizer’.
Once you have your report, it is now time for action.

How to Drive Success with Salesforce OptimizerHow to Drive Success with Salesforce Optimizer

In this section, we look at how you can effectively use Optimizer to drive your organization’s success.

Prioritize Issues Based on Urgency

You need to prioritize issues based on how critical they are. Issues that need you to take action will be flagged as ‘action required.’ The most critical ones will be color-coded red. Issues related to security and limits need to be at the top of your priority list. Next, focus on improving user experience when they are using Salesforce.

Go for the Easy Wins

Clear the easy things as soon as you can. For example, if you have a couple of minutes before a meeting, you can take simple actions like deleting unused dashboards or reports. These resources result in technical debt that makes maintenance more difficult.

Get Analytical

Optimizer allows you to run a user audit. This way, you get to see user’s level of access within your organization’s Salesforce platform. You are also able to identify security threats before they hit your organization. With users working remotely, personal devices can become sources of security vulnerabilities. Carrying out user audits will help you revoke permissions that could expose your organization to security threats. Apply the least privilege principle, where users only get the access they need to do their job efficiently.

Present Measurable Improvements

As you fix the issues highlighted in Optimizer Report, you may notice that you need your managers’ input or the company’s executive team. You might need to pay for a Salesforce package that allows some users to work more efficiently or be more productive. With Optimizer, it is easier to present more specific suggestions that could result in your company’s overall improvement. On the other hand, you might notice a feature paid for but is rarely ever used. You can also make suggestions that could save your company some dollars.


Finally, you can focus on optimization efforts that can help users have improved experiences when using your platform, for example, deleting the number of fields that clutter platforms on the Salesforce tool. This will not only improve user experience but also avoid errors that could mess things up. Optimization can also increase page load speed for users, helping them access the tools they need faster, and again, reducing technical debt with unused resources.

How to Drive Success with Salesforce Optimizer: A Wrap-Up

With Salesforce Optimizer, Salesforce admins can be free to focus on their primary tasks like backing data up, optimizing tools on the Salesforce platform to ensure that they work efficiently, and even identifying opportunities for the organization to save on costs while being efficient. We have looked at how to drive success with Salesforce optimizer. We have defined what Optimizer is, looked at an overview of the insights you can derive from it, and explored the new Optimizer App. We have wrapped up with how you can use the insights gained from Optimizer Reports – how to prioritize the actions to take and even how to contribute to better overall organizational performance.