Let me start off by saying that I’ve almost blogged three times, but stopped because it had nothing to do with Salesforce. Monday, I intended to write about Southeast Dreamin’ because it was rad, but somewhere between then and now, I ran across those pretty red letters that read “New!” in my set up menu next to something called Optimizer. Okay, I’ll play. It was as easy as 1, 2, 3!
- Click on “Optimizer”
- Click on “Launch”
- Get it by clicking on “Got It”
- Wait for the report to be emailed to you. Mine took a couple of minutes.
My report when through the following:
- Field Limits
- Field Usage
- Apex Code
- Apex Triggers
- Custom Layouts for Objects
- Page Layouts
- Record Types
- Validation Rules
- Active Validation Rules
- Inactive Validation Rules
- Sharing Rules
- Workflow Rules
- User Permissions
- Profiles & Permissions Sets
- Unassigned Custom Profiles
- Unassigned Permission Sets
- Custom Profiles with a Low Number of Users
- Permission Sets with a Low Number of Users
The thing that I love about the report is how organized it is. The report starts with the “Report Contents” which is the bullet point list above. Each category included a direct link to that part of the report.
Any trouble points were easily identified by . As I moved down to the meat of the report, I was impressed with the awesome visual aides provided. I’m easy, so give me a green check mark and I feel like the belle of the ball.
Each topic gave that quick visual to show that you were a rock star, or that you had room for improvement. The topic also included a link to the specific data in the Appendix which is where you get the minutiae. I love the minutiae.
For areas that didn’t earn a green check mark, Salesforce provides a “What Should You Do?” section. It gives very specific suggestions as well as the reasoning behind the suggestions.
You want to know what else is included besides just the Appendix link? Links to SOOOOOO many other places outside of the report to answer any questions that you might have on the topic.
All in all, most of the red flags were already on my radar and my ongoing improvement list, so it was a great sanity check. There were several items brought to my attention that I can take immediate action on. Who doesn’t love a quick win?
No, Salesforce Optimizer, Thank YOU. Family, if you haven’t already, I suggest you stop what you are doing and let the Optimizer give you a check up. I am on the way to my Sandbox because that is where I always make changes to make sure something small doesn’t make a big mess. I’m also going to the sandbox because I’m on the path to Better.
Have you already Optimized? If so, what was your experience? If not, are you going to?