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Make Sure Your Salesforce Org doesn’t Skip a Beat.

Going by a typical SaaS Product Life-Cycle graph, we can easily see that every product goes through the maintenance phase for over two-thirds of its total life. Simply put, systems need to be maintained or cleaned on a regular basis.

 

Salesforce is no different, with every new release of features and the admins scrambling to add new features as per the user’s demands, it becomes insanely difficult to keep the system in check and up to date.

 

Some of the warning signs in your Salesforce instance that should not be ignored by Administrators are as follows:

Tired employee exhausted with work. Man sleeping at workplace near laptop with low battery. Vector illustration for burnout, overload, fatigue, tiredness concept

Sluggish Performance on Screens

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Hitting Governor Limits

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Missing out on New Features

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Not being prepared for Classic to Lightning Migration

Even though these problems are not too difficult to address in isolation, creating a comprehensive roadmap for cleaning up your system is a big challenge for every administrator.

A modest degree of order is necessary for cleaning. -Nancy Hopkins Reily

This is where Salesforce Optimizer Tool comes into the picture.

 

The tool brings order to the above problem and acts as a holy grail for the Administrators to find out the areas which require their attention.

A Brief about Salesforce Optimizer Tool

It is a real time App which showcases the current state of your Org in terms of Performance & Order

Scans and report on 60 different feature areas across the application

Shows the estimated time to fix the issues which crop up in the report

Has a 4 set color coded rating system to tell if any action is required or not on any feature set

Snapshot of Salesforce Optimizer Report

User Management

Unassigned Roles

Permission Sets with a Low Number of Users

Custom Code

New Code Using Old API Versions

Formula Fields with JavaScript Code

Custom Layouts & Fields

Field Usage

Unassigned Record Types

Usage

Out of Date Browsers

Org & Object Limits

Data Storage Limits

Custom Field Limits

Reports & Dashboards

Unused Reports

Unused Dashboards

Workflow

Migrating Workflow Rules to the Lightning Process Builder

Inactive Validation Rules

Improve User Experience

Lightning Sales Console

If you want to look into the above report in detail then follow the steps as mentioned on Salesforce Trailhead here. We can help you chalk out an execution plan for cleaning up your org.

 

References:

 

Getting Started with Salesforce Optimizer

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