Optimizer App and London’s Calling – Phil’s Salesforce Tip of the Week #443

Tip 1 – Optimizer

A great way to review your Org, and get suggestions on areas for improvement, is by using Salesforce Optimizer. The report has been around for a while, but soon to be disabled in June as the App is more interactive. Nothing to instal, just search ‘Optimizer’ in Setup and click ‘Open Optimizer’ to reveal a list of suggestions and estimates. Turns out I have lots of unused Fields, and Reports I have never run!

From the Salesforce Help docs…

The Salesforce Optimizer app analyzes more features than the existing PDF report and in a more interactive and actionable format. Quickly identify issues that require immediate attention by using the sortable list view. Read through expert Salesforce recommendations to plan next steps.

Consider running Salesforce Optimizer as part of your monthly maintenance, before installing a new app, before each Salesforce release, or at least once a quarter. You can run the report as often as you want to keep on top of maintenance activities. You can set the App to run automatically on a monthly basis.

Tip 2 – London’s Calling you Now! 

LC2021 is just kicking off. We are happy to be sponsoring today, as we have for every LC event! There is always great content, so it is THE best UK Salesforce event in my opinion. I am looking forward to:

Lawrence Newcombe’s session ‘Ready, Set, Architect’ at 10.45am,

Leslie Gestautas’s session on migrating data at 3.30pm,

and of course our very own Paul Battisson’s session ‘Improving the performance of your Apex Code‘ at 2.45pm.

I am sure the sessions will be available on YouTube in the coming weeks, but it is always good to block out a chunk of learning time all in one go at an event like this.

Keep an eye out for our new animated video & tell me what you think!

Tip 3 – Sign up

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