Webinar: Take Control of Your Org with Salesforce Optimizer
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The Salesforce Optimizer provides concise reports on over 25 metrics related to maintenance, productivity, and adoption in a Salesforce org. It analyzes sharing rules, workflow rules, user management, profiles and permission sets, fields, custom code, custom layouts, validation rules, and more. The reports identify prioritized insights and provide actionable recommendations and best practices to efficiently maintain customizations, reduce business and technical debt, increase admin and user productivity, and drive Salesforce usage. Additional resources are available in the Success Community and documentation to help admins utilize the reports for proactive maintenance, improving user experience, cleanup, and planning a transition to Lightning Experience.
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Webinar: Take Control of Your Org with Salesforce Optimizer
- 1. Take Control of Your Org with Salesforce Optimizer July 12, 2017
- 2. Today’s Speakers LeeAnne Templeman Principal Admin Evangelist @leeanndroid Jean-Baptiste Minchelli Senior Director, Product Management IN/minchelli
- 3. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 4. Get Social with Us! @SalesforceAdmns #AwesomeAdmin Salesforce Admins Salesforce Admins Salesforce Admins
- 5. Watch the Recording The video will be posted to YouTube & the webinar recap page: bit.ly/aw- salesforceoptimizer This webinar is being recorded!
- 6. 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
- 7. Today’s Agenda • Introduction to Salesforce Optimizer • Demo • Metrics • Use Cases • Transition to Lightning Experience • Resources & Q&A
- 9. …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!
- 10. 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
- 11. 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
- 18. Metrics
- 19. 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
- 20. 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
- 21. How We Built Salesforce Optimizer Using: • Force.com Tooling API • Force.com Metadata API • https://www.heroku.com
- 22. 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.
- 23. Use Cases
- 24. 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
- 26. 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.
- 27. Resources
- 28. Additional Resources The Success Community #OptimizerReportFeedback https://success.salesforce.com Documentation http://bit.ly/ optimizeroverview Admin Lightning Resources http:// admin.salesforce.com/ lightning