Take Control of Your Org with Salesforce Optimizer July 12, 2017

Today’s Speakers

LeeAnne Templeman Principal Admin Evangelist @leeanndroid

Jean-Baptiste Minchelli Senior Director, Product Management IN/minchelli

Forward-Looking Statements

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Watch the Recording

The video will be posted to YouTube & the webinar recap page: bit.ly/aw-salesforceoptimizer

This webinar is being recorded!

Join the Admin Webinar Group for Q&A!

 Don’t wait until the end to ask your

question! •  We have team members on hand to answer

questions in the webinar group.

Stick around for live Q&A at the end!

•  Speakers will tackle more questions at the end, time-allowing

bit.ly/AdminWebinarGroup

Today’s Agenda

•  Introduction to Salesforce Optimizer

•  Demo

•  Metrics

•  Use Cases

•  Transition to Lightning Experience

•  Resources & Q&A

Introduction to Salesforce Optimizer

 …and impacting Salesforce adoption

I know I need to do more maintenance but the business doesn’t make it a priority.

I am worried that one day my Org is going to grind to a halt because

I missed something important.

When I do make time for optimization, I don’t know where to start.

I need trustworthy tools and guidance to help me maintain my Org.

My users keeps complaining about having too many fields on the page but I don’t know which one are used.

I don’t even know if I am close to the limits for my Edition.

Org Optimization and Maintenance Tasks are Piling Up

We need a solution!

Introducing Salesforce Optimizer  THE maintenance, productivity and adoption app for Salesforce Admins

Salesforce Optimizer is the fastest and most effective way to get prioritized insights coupled with actionable recommendations and best practices:

•  Efficiently maintain customizations

•  Decrease business and technical debt

•  Increase productivity of admins and end users

•  Drive Salesforce usage

Reports on 25+ Org metrics

1-Click from Salesforce Setup. Delivers a PDF report to inbox in minutes

Prioritized insights coupled with recommendations and best practices

Available in SalesforceA (Admin App)

Get Prioritized Insights & Actionable Recommendations

Free for Professional, Enterprise, Performance, Unlimited, and Developer Editions

Demo: Salesforce Optimizer

Metrics

Metrics Covered in the Report Sharing Rules

Active Sharing Rules per Object

Workflow Rules Active Workflow Rule per Object Inactive Workflow Rules Per Org Migrating Workflow Rules to Lightning Process Builder NEW

User Management Administrator Permissions User Logins Unassigned Roles NEW Unsupported Browsers NEW

Profiles and Permission Sets Unassigned Custom Profiles Unassigned Permission Sets Profiles with 10 or Fewer Users Permission Sets with 10 or Fewer Users

Chatter Adoption NEW Inactive Chatter Users NEW Incomplete Profiles NEW

S1 Adoption NEW Salesforce1 Adoption NEW

Sales Cloud Adoption NEW Path NEW Duplicate Management NEW Lightning Sales Console NEW

Storage Limits NEW File Storage Limits NEW Data Storage Limits NEW

Fields Field Limits per Object Field Usage per Object Field Usage per Page Layout NEW Number of Fields per Page Layout NEW

Custom Code Apex Triggers per Object API Versions NEW New Code Using Old API Versions NEW Hard-Coded URLs per Org

Custom Layouts for Objects Page Layouts per Object Unassigned Page Layouts NEW Record Types per Object Unassigned Record Types NEW

Reports and Dashboards NEW Reports NEW Dashboards NEW

Validation Rules Active Validation Rules per Object Inactive Validation Rules per Org

Metrics Covered in the Report Sharing Rules

Active Sharing Rules per Object

Workflow Rules Active Workflow Rule per Object Inactive Workflow Rules Per Org Migrating Workflow Rules to Lightning Process Builder NEW

User Management Administrator Permissions User Logins Unassigned Roles NEW Unsupported Browsers NEW

Profiles and Permission Sets Unassigned Custom Profiles Unassigned Permission Sets Profiles with 10 or Fewer Users Permission Sets with 10 or Fewer Users

Chatter Adoption NEW Inactive Chatter Users NEW Incomplete Profiles NEW

S1 Adoption NEW Salesforce1 Adoption NEW

Sales Cloud Adoption NEW Path NEW Duplicate Management NEW Lightning Sales Console NEW

Storage Limits NEW File Storage Limits NEW Data Storage Limits NEW

Fields Field Limits per Object Field Usage per Object Field Usage per Page Layout NEW Number of Fields per Page Layout NEW

Custom Code Apex Triggers per Object API Versions NEW New Code Using Old API Versions NEW Hard-Coded URLs per Org

Custom Layouts for Objects Page Layouts per Object Unassigned Page Layouts NEW Record Types per Object Unassigned Record Types NEW

Reports and Dashboards NEW Reports NEW Dashboards NEW

Validation Rules Active Validation Rules per Object Inactive Validation Rules per Org

PERFORMANCE

MAINTENANCE

ADOPTION

How We Built Salesforce Optimizer

Using: •  Force.com Tooling API •  Force.com Metadata API •  https://www.heroku.com

Optimizer Roadmap

Winter’ 18

•  More adoption, performance and maintenance recommendations (Platform, Service Cloud, etc.)

•  Priority and selective assessment

Spring’ 18 and beyond

•  Scoring and Trending •  Industry Peer Ranking

NOTE: We are not bound to the major releases schedule and we have frequent releases. Please check the Success Community and Releases Notes for updates.

Use Cases

Proactive Maintenance

Improving User Experience Cleanup

For example:

1.  Are you close to your limits (number of fields per object, storage, etc.)?

2.  Is your new code using an old API version?

For example:

1.  Do you have lots of unused objects (reports, profiles, page layouts, users, etc.)?

For example:

1.  Do you have too many fields on a page layout?

2.  Do your users leverage Chatter, Path, etc.?

Salesforce Optimizer Use-Cases

Transition to Lightning Experience

Use the Optimizer Report to Plan Your Move to Lightning

Run the Salesforce Optimizer to

reduce the heavy lifting needed to

move to Lightning Experience by

eliminating non-essential fields

and layouts, automation, Apex

code, and other configurations

that aren’t being used.

Resources

Additional Resources

The Success Community #OptimizerReportFeedback https://success.salesforce.com

Documentation http://bit.ly/optimizeroverview

Admin Lightning Resources http://admin.salesforce.com/lightning

Q&A bit.ly/AdminWebinarGroup

Survey bit.ly/awsurvey-optimizer

Slides bit.ly/aw-salesforceoptimizer

Wrapping Up