SALESFORCE OPTIMIZER REPO

Salesforce Feature
File Storage Limit
ORG LIMITS Data Storage Limit
Static Resource Limit
MONITOR LIMITS Custom Field Limit
Active Sharing Rule Limits
OBJECT LIMITS
Active Workflow Rule Limits
Active Validation Rule Limits
Field Usage
FIELDS
Fields on Page Layouts
Unused Reports
REPORTS AND DASHBOARDS
Unused Dashboards
Unassigned Page Layouts
Unassigned Record Types
CUSTOM LAYOUTS FOR OBJECTS Page Layouts per Object
Record Types per Object
Related Lists on Page Layouts
Inactive Validation Rules
WORKFLOW
Inactive Workflow Rules
User Logins
Administrator Permissions
OPTIMIZE & MAINTAIN Unassigned Roles
USER MANAGEMENT Unassigned Custom Profiles
Custom Profiles with a Low Number of Users
Unassigned Permission Sets
Permission Sets with a Low Number of Users
Formula Fields with JavaScript Code
Multiple Apex Triggers per Object
API Versions
New Code Using Old API Versions
CUSTOM CODE Hard-coded URLs
My Domain
Convert Attachments to Files
Notes and Attachments Related List
Code Limit
Inactive Chatter Users
USAGE Incomplete Chatter Profiles
Files Adoption
Lightning Sales Console
Path
INCREASE ADOPTION
Duplicate Management
IMPROVE USER EXPERIENCE Case Feed
Omni-Channel
Keyboard Shortcuts
Macros
Legends:
A yellow
A green icon
iconindicates
indicatesthat
thatall is well with
a feature mighta feature
not comply with Salesforce's advised best practices. These issues
immediate attention.
An orange
A red icon indicates
icon indicates that athat a feature
feature doesn't
doesn't comply
comply with with Salesforce's
Salesforce's best practices.
best practices These
or that issues
you're likely req
approaching
implementation. These issues require immediate attention.
A purple icon indicates ways that you can improve your implementation by enabling Salesforce features.
LESFORCE OPTIMIZER REPORT
Impact Scale Observation Impact Recommendation
You're using less than 70% of your fIf you meet or exceed your file storDetermine whether you need old
You're using 75% of your data storaIf you meet or exceed your data files that are lingering in need
your old
Determine whether you
implementation. Export the files
storage limit, users receive errors records that are lingering in your
You're using less than 70% of your sIf you meet or exceed your data that
Determine your whether you need old
and can't addusers new records or data implementation. Export the data
storage limit, receive errors users
static no
resources
longerfields need,
that areand lingering
then
Your field usage looks good. You
to can't add new fields to an objec
that
Delete your custom that your
and can't add new records or data in delete
yourdon'tthem
implementation.
from Salesforce. Export If
Your implementation uses sharing ru Salesforce.
Too many sharing rules on objects cusers Delete no longer
use
unnecessary or
need,
need. and
sharing Use thenyour
rules,
to your
the static
users still need access to
delete
sandbox it from
to test Salesforce.
changes before
If your
Your implementation uses workflow Salesforce.
Too many workflow rules on objects these
resources
and
Delete usefiles,your
thatsandbox
unnecessary your users to this
workflow test
no
users
you deploy
still need access to
contact
longer
changes need,
your
before Salesforce
and youthendeploy delete
accountthem
Your implementation uses validation It takes longer for users to save data,
them
rules
Delete for
contact
to your
each
unnecessary users.
object, If and
your
validation use
users
executive
them
to users. from toSalesforce.
purchase more
need
your Salesforce
sandbox
these fields,
to representative
test
consider
changes
and use to
Your implementation contains too records that have a high number rules storage for each
space. object,
purchase
upgrading
before you more
your
deploy storage
Salesforce space.edition
many records to analyze. To of validation rules, and you might your sandbox to test changes
3 page layouts contain a very high be
Excessive fields clutter your page before to
them increase
to
Delete custom your users.
fields that your
identify fields that can be youlimits.
deploy
number of fields. layouts, make your your
Consolidate
users field
don't the
use workflow
or need. Userulesyour
You have 2705 unused reports. approaching
Unused reports validation
make rule
your limits.
implement them
Delete to theyour users.
reports that you no
removed
18 page layouts contain a high implementation difficult to on an
sandbox object to into
test a single
changes process
before
If all
longer the validation
need. rules are
from your
You don't
number implementation,
ofhave
fields.unused dashboardsUnused maintain,dashboards
and increase makepage your imple with
you
Unused the
deploy Lightning
dashboards Process
makeconsider your
necessary to your users,
download the Field Footprint Builder.
implementation difficult to
load time.
You have 27 page layouts that aren'Page layouts that aren't assigned Delete upgrading
them to youryour users.
Salesforce
unassigned page layouts edition in
app. maintain.
to record types take up to
your increase
implementation, and use
You don't have unassigned record tRecord types spacethat aren't assigned Delete unassigned record types in
unnecessary and make your your
your validation
sandbox toruletest limits.
changes
to profiles take up unnecessary your implementation, and use
You have 1 object with a high numbUnnecessary implementation page layouts make Implement before you a consistent page
space and make your your sandbox to test changes
You use record types according to oyour harder implementation
to maintain. difficult to layout
deploy for
them asa many
to your objects
users. as
If you
implementation
Unnecessary record types make before
Implement you consistent record
maintain. need
possible, to keep
and the
delete page the layout,
page
You have 1 page layout with a high your harder implementation
to maintain.
related listsdifficult
cause to type deploy forunnecessary
them
as many to your objectsusers. as lists
Too many layouts
Delete
assign itthat
to ayourecord no related
type.
maintain. possible, and delete the record
You have 31 inactive validation rulerecords Inactive to load slowly. longer
from your
need. page layouts.
validation rules make types
Delete that
validation
you no rules that you
Using Lightning Experience?
your implementation difficult to longer
don't need,
need. and use your sandbox
You have 6 inactive workflow rules.Inactive workflow rules make Records
Delete workflow
in Lightning rules Experience
that you
maintain. to test changes before you deploy
149 users haven't logged in lately. your implementation difficult to don't
can include
need, both
and use a Related
your sandbox List
If users aren't managing their them
Determine to whether these users
maintain.in Salesforce, your teams to component
test changes and before you deploy
You have a high number of administbusiness your
need users.
access tocomponent.
Salesforce.
Having toobe many administrators aDeactivate
them
Reduce
Related tothe Lists
number of
of users Keep
who
might not working efficiently, accounts former
can make it more difficult to keep the
users.
have 10 themost Customize
important App related
and
You have 1484 unassigned roles. Unassigned and your roles make your employees
Delete roles orthatpermissions.
don't have
your settings and data secure. lists
Modify in users
the
All Related
Data Lists
data
implementation
might be at difficult
risk. to anyone
active who assigned
doesn't need
to them,
todon't
You have 45 unassigned custom prof Unassigned custom profiles make component Assign
Delete users
custom profiles
onsandbox
the that
maintain. access
and use Salesforce.
your to test
You have 30 custom profiles that h your implementation difficult to have
those
record's active
permissions users
default assigned
tab.onlyMove if have
they
to
lessaare
Excessive custom profiles make changes
Consolidate before profilesyou that
maintain. responsible
them,
important and use
for
related your
maintaining
sandbox
lists to the and
to
You have 10 unassigned permissionyour implementation difficult to lowdeploy number them of
toandactive
your users.
users, and
Unassigned permission sets make updating
test
Delete
Relatedchangespermission
users
List component sets
settingsthat
on ano don't
in
maintain. delete the profiles that you
You have 10 permission sets with ayour implementation difficult to have
your
before
secondary active
youtab deploy
users on assigned
themsets to to your
Excessive permission sets make longer
Consolidate need. permission that
maintain. implementation.
users.
them,
the and
record. use your of sandbox to
your implementation difficult to have a low number active
A timeout error occurred when maintain. test changes
users, and delete the permission
evaluating
You have 12your org for
objects thatformula
contain mu Having more than one trigger on before If an that you
object deploy
contains themmultipleto your
sets you
fields with JavaScript code. This an object can cause you to reach users.
You havewas
section 500+ code elements
removed from your . API versions that are more than triggers, no
Asklonger
your consolidate
need.
Salesforce them intoto
developer a
Apex
nine limits.
releases—or Triggers can also
three years— single
update trigger.
these If coding
elements isn't
with theyour
report.
You have 469 new code elements tha Out-of-date
execute in a APIyour versions don't Ask your
thing, use Salesforce developer to
old can hinder
provide the latest code's
functionality current
update API version.
these elements Give yourthe
with
You have 20 hard-coded URLs. random
Hard-coded order. the Lightning Process Builder to
securityURLs can cause links developer Ask yourAPI Salesforce developer
performance.
andbreak. features. current
consolidate the
version.
triggers. Give your to
My Domain is enabled in your org. to change
following these
resourcesURL references.
for bestto add
My Domain is required before Set up
developer a My theDomain name
After
practices you change
on updating the URL
code.
You have 1514606 attachments. you can use singleobject sign-on (SSO) afollowing
subdomain to
resources yourfor Salesforce
best and
The Attachments is no Convert
references, your existing notes
with external identity providers or org URL
practices to on personalize
updating Salesforce
code.
You have 42 page layouts that use longer supported and willexisting soon attachments
consider enablingto Salesforce
My notesDomain Files
social
In Lightning andto
replaced Experience, Files. Convert
for your
theyour existing
be with Salesforce with
personalize Attachments
Salesforce to
for Files
your
attachments in the
sign-on with authentication Notes and attachments
company. A to Salesforce
subdomain is aFiles
app.
Percent of Apex Used: 91.49% Attachments
providers, such related list are
as Google andread company.
with the Attachments
convenient way to highlight to Filesyour
You are like
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Chatter using 11,893,462
is disabled in Facebook.
only,
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Remind users onmanage
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users can your
take is all
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yourChatterpage recently
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in Users helps
across you yourto organization authentication
Remind users who haven't
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company Newmight attachments
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and Attachments
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create unique domain URL, to for your org.
used Files in might have trouble finding who completed their profiles
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s advised best practices. These issues might not require

st practices
best practices. These
or that issues
you're likely require
approaching limitsattention.
in your

n by enabling Salesforce features.