Salesforce Optimizer analyzes your implementation to determine ways that you can simplify customization and drive adoption of features. We analyze a suite of features across your implementation and give you concrete recommendations for how you can improve your Salesforce experience.
Optimizer analyzes a suite of features and sends you a personalized report about how you can improve your implementation. You can run Optimizer for both sandbox and production.
To run Salesforce Optimizer, below permissions are required in the Profile
- Customize Application
- Modify All Data
- Manage Users
1. Go to Monitor –> Optimizer.
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2. Launch Salesforce Optimizer.
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