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Tuesday, October 27, 2020

Salesforce Optimizer

Salesforce Optimizer is a powerful, free, and simple tool that takes a snapshot of your Salesforce org and looks for potential problems in your implementation. Salesforce Optimizer gives you detailed data right inside your org on more than 50 metrics covering everything from storage, fields, custom code, custom layouts for objects, reports, and dashboards, and much more. For each metric we provide:

  1. What we have found in your org

  2. What you should do about it

  3. Resources to learn more


Run Salesforce Optimizer

Running Salesforce Optimizer is incredibly easy. Here’s how.

  1. From Setup, enter Optimizer in the Quick Find box, then select Optimizer.

  2. Click Allow Access to authorize Optimizer to analyze your org. Check the attestation checkbox, and click Save and Close.

  3. Click Open Optimizer. This launches the app in your org. The optimizer is now just like any other app in your org and can be accessed from the main App Launcher.

  4. Click Run Optimizer.


Examine Your Code

  • Many orgs are cluttered with custom objects and fields that are no longer in use. Use MetadataComponentDependency queries to determine whether your obsolete components are referenced by page layouts, formulas, and so on, so you can decide whether they’re safe to delete. 

MetadataComponentDependency represents dependency relationships between the metadata components in your org. You can query MetadataComponentDependency using Tooling API in API version 43.0 and later or using Bulk API 2.0 in API 49.0 and later. Refer Dependency API to get more details

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