Salesforce Optimizer is a free, easy-to-use tool that you should be using on a regular basis. Think of it like removing lint from a lint trap, replacing air filters in your home, or changing the oil in a vehicle.
It’s a basic maintenance procedure that keeps your org from becoming too cluttered. As you use it and become familiar with what it does, you’ll also get more familiar with some of the nuances of your org design.
The main benefits of running Salesforce Optimizer include:
If you’ve never run Optimizer and you have a complex, long-running org, you may need more of a “deep clean” before adopting a regular maintenance schedule.
Or perhaps you’ve run it and aren’t sure exactly how to interpret the results. Removing fields or workflow rules that the Optimizer highlights might feel like too technical of a task. Macro can supply Certified Salesforce Administrators to help you get started on both interpreting and implementing any optimization recommendation that the tool provides.
This is the easy part!
Here’s how Salesforce themselves explain it: “Type in Salesforce Optimizer in the search bar or scroll down to the bottom of the left-hand nav. Click Optimizer, launch it, allow access and check your inbox.”
That’s really all there is to it. A report will appear in your inbox shortly after running Optimizer.
Salesforce recommends running the tool at least once per quarter. This is the regular maintenance schedule, although there are instances where you may want to do an extra sweep:
There are dozens of potential issues that Optimizer will report on, but here are some of the most common:
Hopefully when you run Optimizer, the report will come back with few or no critical issues. That is the end goal!
But if you receive an overwhelming list of red flags and don’t know where to start, Macromator’s agile approach to marketing technology consulting means we can add extra hands and brains to a project on an as-needed basis. If you just don’t have the time or resources to tackle an ugly Optimizer output, we can help step in and provide execution or strategic assistance where required.