SalesforceOptimizerReport - V2.7 - 05 30 2020 - 18 47 13 PDF

SALESFORCE
OPTIMIZER REPORT
30 May 2020 | ORG ID: 00DU0000000JxtkMAC Developer Edition Report v 2.7
Join us for an interactive discussion with your peers on how to use this report to your advantage. Sign Up
Salesforce Optimizer Report
What's in This Report? Impact Scale Accelerate Your Path to

WELCOME We analyzed your Salesforce
Success
implementation to determine how your Need more help? To learn more about how
A green icon indicates that all is well with a
company uses certain features. We then Optimizer can help you improve your
feature.
identified a few ways that you can improve implementation:
your implementation for your company. If Join the Success Community.
you're curious about which features we
A yellow icon indicates that a feature might Sign up for our Circles of Success
included in our analysis, see Which
not comply with Salesforce's advised best webinar.
Features Does the Optimizer Report
practices. These issues might not require
Check out a tailored list of success
Evaluate?
immediate attention. resources.
Note: If you're running Optimizer on a
Lightning app, Optimizer only analyzes a
subset of features. Your Lightning app An orange icon indicates that a feature Learn from Others
Optimizer report won't include all the doesn't comply with Salesforce's best
features that are included in a full report. practices. These issues likely require Join us for an interactive discussion with
attention. your peers on how to use this report to your
advantage.
How Do I Use This Sign up for the Optimizer webinar.
Report? A red icon indicates that a feature doesn't

comply with Salesforce's best practices or
that you're approaching limits in your
Review your report to learn about the
implementation. These issues require
tweaks you need to make for your users to
immediate attention.
get the most out of Salesforce. Throughout
this report, we include concrete
recommendations that you can implement
A purple icon indicates ways that you can
in Salesforce.
improve your implementation by enabling
First time running the Optimizer report?
Salesforce features.
Learn more in the Salesforce Help .
Salesforce Optimizer Report CUSTOM LAYOUTS FOR OBJECTS
High Impact Issues Multiple Apex Triggers per Object
Unassigned Page Layouts API Versions
Unassigned Record Types New Code Using Old API Versions
MONITOR LIMITS
TABLE OF Monitor Limits Summary
Page Layouts per Object
Record Types per Object
Hard-coded URLs
My Domain
CONTENTS ORG LIMITS
File Storage Limit

Replacing Related Lists with the Related
List Quick Links Component
Convert Attachments to Files
Notes and Attachments Related List
Data Storage Limit News and Twitter

Static Resource Limit Lightning Components on Record INCREASE ADOPTION
Lightning Pages
Increase Adoption Summary
OBJECT LIMITS
WORKFLOW
Custom Field Limit USAGE
Active Sharing Rule Limits Inactive Validation Rules
Unsupported Browsers
Active Workflow Rule Limits Inactive Workflow Rules
Out-of-Date Browsers
Active Validation Rule Limits Inactive Chatter Users
USER MANAGEMENT
Incomplete Chatter Profiles
User Logins
Files Adoption
OPTIMIZE & MAINTAIN Administrator Permissions
Optimize & Maintain Summary Unassigned Roles IMPROVE USER EXPERIENCE
Unassigned Custom Profiles
Path
FIELDS Custom Profiles with a Low Number of
Duplicate Management
Field Usage Users
Omni-Channel
Fields on Page Layouts Unassigned Permission Sets
Macros
Details Tab on Record Pages Permission Sets with a Low Number of
Users
REPORTS AND DASHBOARDS
RESOURCES
CUSTOM CODE
Unused Reports
Success Resources
Unused Dashboards Formula Fields with JavaScript Code
We identified some issues in your implementation that require immediate attention.
User Logins >
HIGH IMPACT
ISSUES 50%
of users
1 users haven’t logged in lately.

Determine whether these users need
access to Salesforce.
TABLE OF CONTENTS
MONITOR LIMITS SUMMARY
MONITOR LIMITS
OPTIMIZE & MAINTAIN File Storage Limit > Data Storage Limit > Static Resource Limit >
INCREASE ADOPTION LIMIT: 20 MB PER ORG LIMIT: 5 MB PER ORG LIMIT: 250 MB PER ORG
SUCCESS RESOURCES 16 MB 0 MB 8 MB
in use in use in use
Was this helpful?
80% 0% 3%
0% 70% 90% 0% 70% 90% 0% 70% 90%
You're using 80% of your file Great job! You're using less than 70% Great job! You're using less than 70%
storage limit. Export or delete files, of your data storage limit. Export of your static resource limit.
or purchase more storage space. or delete data, or purchase more Export static resources, and then
storage space. delete them.
Custom Field Limit > Active Sharing Rule Active Workflow Rule
LIMIT: 500 FIELDS PER OBJECT Limits > Limits >
LIMIT: 300 SHARING RULES PER OBJECT LIMIT: 50 WORKFLOW RULES PER OBJECT
22 1
objects 0 object
objects
Great job! Your field usage looks good. Great job! Your implementation uses
Delete unnecessary custom fields. workflow rules according to our best
Great job! Your implementation uses practices. Delete unnecessary
sharing rules according to our best workflow rules, or consolidate them
practices. Delete unnecessary sharing with Process Builder.
rules.
TABLE OF CONTENTS
MONITOR LIMITS SUMMARY
MONITOR LIMITS
OPTIMIZE & MAINTAIN Active Validation Rule
INCREASE ADOPTION Limits >
LIMIT: 100 VALIDATION RULES PER OBJECT
SUCCESS RESOURCES
Was this helpful? 3

objects
Great job! Your implementation uses
validation rules according to our best
practices. Delete unnecessary
validation rules.

TABLE OF CONTENTS
File Storage Limit OBSERVATION
Limit:
MONITOR LIMITS
20 MB per org You're using 80% of your file storage limit.
Org Limits
File Storage Limit
16 MB (80%)
Data Storage Limit
Static Resource Limit

0 • 14 MB • 18 MB • 20 MB
Object Limits (70%) (90%) (100%)
OPTIMIZE & MAINTAIN
INCREASE ADOPTION
SUCCESS RESOURCES IMPACT
If you meet or exceed your file storage limit, users receive errors and can't add new files to
Salesforce.
RECOMMENDATION
Determine whether you need old files that are lingering in your implementation. Export the files
that your users no longer need, and then delete them from Salesforce. If your users still need
access to these files, contact your Salesforce account executive to purchase more storage space.
Monitor Data and Storage Resources Data Management Trailhead

Documentation
Top Success Resource View All
Data Management Rockstar Circles of Success Webinar

TABLE OF CONTENTS
Data Storage OBSERVATION
MONITOR LIMITS Limit

Great job! You're using less than 70% of your data storage limit.
Org Limits Limit:
5 MB per org
File Storage Limit
0 MB (0%)
Data Storage Limit

0 • 3.5 MB • 4.5 MB • 5 MB
Object Limits (70%) (90%) (100%)
OPTIMIZE & MAINTAIN
INCREASE ADOPTION
IMPACT
SUCCESS RESOURCES If you meet or exceed your data storage limit, users receive errors and can't add new records or
data to Salesforce.
RECOMMENDATION
Determine whether you need old records that are lingering in your implementation. Export the
data that your users no longer need, and then delete it from Salesforce. If your users still need
access to this data, contact your Salesforce representative to purchase more storage space.
Data and File Storage Allocations Best Practices for Deployments with Large
Documentation Data Volumes
Data Loader Documentation Data Management Trailhead
Streamline Salesforce Experience Through Data Archival and Cleanup Circles of Success
Webinar
TABLE OF CONTENTS
Sta c Resource OBSERVATION

Static resources in managed packages count against your static resource limits. We include
Org Limits Limit:
static resources in managed packages in this analysis.
250 MB per org
File Storage Limit
Data Storage Limit

Great job! You're using less than 70% of your static resource limit.
Object Limits
8MB (3%)
OPTIMIZE & MAINTAIN
INCREASE ADOPTION 0 • 175 MB • 225 MB• 250
(70%) (90%) MB
SUCCESS RESOURCES (100%)
IMPACT
If you meet or exceed your data storage limit, users receive errors and can't add new records or
data to Salesforce.
RECOMMENDATION
Determine whether you need old static resources that are lingering in your implementation.
Export the static resources that your users no longer need, and then delete them from Salesforce.
Monitor Data and Storage Resources Best Practices for Static Resources
Documentation
Use Static Resources Trailhead 
Webinar
TABLE OF CONTENTS
Custom Field OBSERVATION

Great job! Your field usage looks good.
Org Limits Limit:
500 fields per object
Object Limits
Custom Field Limits NUMBER OF

FIELDS
•0-350 •351-450
(>70%)
•451-500
(>90%)
Active Sharing Rule Limits
Active Workflow Rule Limits

suchi test
Active Validation Rule Limits 27
position
OPTIMIZE & MAINTAIN 23
Candidate
INCREASE ADOPTION 18
student
10
Teacher
SUCCESS RESOURCES
10
IMPACT
You can't add new fields to an object when you reach the field limit for your edition.

TABLE OF CONTENTS
Custom Field RECOMMENDATION
MONITOR LIMITS Limit Delete custom fields that your users don't use or need. Use your sandbox to test changes before
Org Limits (con nued) you deploy them to your users. If your users need these fields, consider upgrading your
Salesforce edition to increase your field limits.
Object Limits
Custom Field Limits
Active Sharing Rule Limits Custom Fields Documentation Field Footprint App
Data Modeling Trailhead
Active Validation Rule Limits
OPTIMIZE & MAINTAIN Top Success Resource View All

INCREASE ADOPTION
Getting Started with Salesforce Customizations Circles of Success Webinar
SUCCESS RESOURCES

TABLE OF CONTENTS
Ac ve Sharing OBSERVATION
MONITOR LIMITS Rule Limits

Great job! Your implementation uses sharing rules according to our best practices.
Org Limits Limit:
300 sharing rules per object
Object Limits
IMPACT
Custom Field Limits

Too many sharing rules on objects can increase the time it takes to save and load records.
OPTIMIZE & MAINTAIN

INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Ac ve Sharing RECOMMENDATION
MONITOR LIMITS Rule Limits Delete unnecessary sharing rules, and use your sandbox to test changes before you deploy them
Org Limits (con nued) to users.
Object Limits
Custom Field Limits Sharing Rules Documentation Sharing Rule Limits Documentation
Overview of Data Security Trailhead

OPTIMIZE & MAINTAIN
Automate Key Business Processes with Lightning Process Builder
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Ac ve Workflow OBSERVATION

Great job! Your implementation uses workflow rules according to our best practices.
Org Limits Limit:
50 workflow rules per object
Object Limits
Custom Field Limits NUMBER OF
WORKFLOW RULES
•0-34 •35-45
(>70%)
•46-50
(>90%)

Opportunity
Active Validation Rule Limits 1
OPTIMIZE & MAINTAIN
INCREASE ADOPTION
Too many workflow rules on objects can increase the time it takes to save and load records.

TABLE OF CONTENTS
Ac ve Workflow
RECOMMENDATION
MONITOR LIMITS Rule Limits Delete unnecessary workflow rules for each object, and use your sandbox to test changes before
Org Limits (con nued) you deploy them to your users.
Object Limits Consolidate the workflow rules on an object into a single process with the Lightning Process
Custom Field Limits Builder.

Workflow Limits Documentation Process Limits Documentation
Automate Basic Business Processes with Workflow Rule Migration Trailhead
OPTIMIZE & MAINTAIN
Process Builder Trailhead
INCREASE ADOPTION

SUCCESS RESOURCES
Automate Key Business Processes with Lightning Process Builder

TABLE OF CONTENTS
Ac ve Valida on OBSERVATION

Great job! Your implementation uses validation rules according to our best practices.
Org Limits Limit:
100 validation rules per
Object Limits
object
Custom Field Limits

NUMBER OF
VALIDATION RULES
•0-19 •20-69 •70-90
(>70%)
•91-100
(>90%)
Active Validation Rule Limits position

1
OPTIMIZE & MAINTAIN Teacher
1
INCREASE ADOPTION Account
1
SUCCESS RESOURCES < 20: BEST PRACTICE
IMPACT
It takes longer for users to save records that have a high number of validation rules, and you
might be approaching validation rule limits.

TABLE OF CONTENTS
Ac ve Valida on RECOMMENDATION
MONITOR LIMITS Rule Limits Delete unnecessary validation rules for each object, and use your sandbox to test changes before
Org Limits (con nued) you deploy them to your users.
Object Limits If all the validation rules are necessary to your users, consider upgrading your Salesforce edition
Custom Field Limits to increase your validation rule limits.

Validation Rules Documentation Validation Rules Developer Documentation
Examples of Validation Rules Developer Creating Validation Rules Trailhead
OPTIMIZE & MAINTAIN
Documentation
INCREASE ADOPTION

SUCCESS RESOURCES
Transform Your Business with Automation Circles of Success Webinar

TABLE OF CONTENTS
OPTIMIZE & MAINTAIN SUMMARY
MONITOR LIMITS
OPTIMIZE & MAINTAIN Field Usage > Fields on Page Layouts Details Tab on Record
INCREASE ADOPTION > Pages >
8
SUCCESS RESOURCES
fields 1
Was this helpful? 40 lightning page
8 fields were completed less than 10% page layouts
of the time within the last three
Great job! Your use of the Details tab
months. Delete custom fields that
meets our best practices. Move the
your users don’t use or need.
Great job! Your page layouts meet our Details tab so that it’s not shown by
best practices. Delete custom fields default on a Lightning record page.
that your users don’t use or need.
Unused Reports > Unused Dashboards > Unassigned Page

Layouts >
49 4
reports dashboards 1
page layout
You have 49 unused reports. Delete You have 4 unused dashboards. Delete
unused reports that haven’t been run unused dashboards.
recently. You have 1 page layout that isn’t
assigned to a record type. Assign
page layouts to a record type, or
delete them.
TABLE OF CONTENTS
MONITOR LIMITS
OPTIMIZE & MAINTAIN Unassigned Record Page Layouts per Object Record Types per Object
INCREASE ADOPTION Types > > >
SUCCESS RESOURCES
Was this helpful? 0 22 3

record types objects objects
Great job! You don’t have unassigned Great job! You use page layouts Great job! You use record types
record types. Delete unassigned according to our best practices. according to our best practices.
record types. Implement consistent page layouts, Implement consistent record types on
and delete unnecessary ones. objects, and delete unnecessary ones.
Replacing Related Lists News and Twitter > Lightning Components

with the Related List on Record Lightning
Quick Links Component Pages >
> 0
3 Components 4
lightning pages lightning pages
Great job! Your News and Twitter
components are already behind a tab.
3 Lightning pages might not be Put the News and Twitter components Great job! You use Lightning
taking advantage of the Related List on a secondary tab to increase components according to our best
Quick Links component. Replace performance. practices. For record Lightning pages,
default related lists with the Related move some Lightning components to
List Quick Links Lightning component. the Tabs or Accordion Lightning
component.
TABLE OF CONTENTS
MONITOR LIMITS
OPTIMIZE & MAINTAIN Inactive Validation Inactive Workflow Rules User Logins >
INCREASE ADOPTION Rules > >
SUCCESS RESOURCES
50%
Was this helpful? 0 3 of users
validation rules workflow rules
1 users haven’t logged in lately.
Determine whether these users need
Great job! You don’t have any inactive You have 3 inactive workflow rules. access to Salesforce.
validation rules. Delete inactive Delete inactive workflow rules.
validation rules.
Administrator Unassigned Roles > Unassigned Custom

Permissions > Profiles >
1 20 4
administrator roles custom profiles
Great job! You have an appropriate You have 20 unassigned roles. Delete You have 4 unassigned custom
number of administrators for your roles that don’t have users assigned profiles. Delete custom profiles that
implementation. Reduce the number to them. don’t have users assigned to them.
of users who have administrator
permissions.

TABLE OF CONTENTS
MONITOR LIMITS
OPTIMIZE & MAINTAIN Custom Profiles with a Unassigned Permission Permission Sets with a
INCREASE ADOPTION Low Number of Users > Sets > Low Number of Users >
SUCCESS RESOURCES
1 3 0
Was this helpful? custom profile permission sets permission sets
You have 1 custom profile that has a You have 3 unassigned permission Great job! You don’t have permission
low number of users. Consolidate sets. Delete permission sets that sets with a low number of users.
profiles with a low number of active don’t have users assigned to them. Consolidate permission sets with a
users. low number of active users.
Formula Fields with Multiple Apex Triggers API versions >

JavaScript Code > per Object >
Number of out-of-date APIs:
0 1 31 3 26
Apex Classes Apex Triggers Visualforce
formula fields object Pages
You have 60 code elements that use

Great job! You don’t have formula You have 1 object that contains out-of-date API versions. Ask your
fields that contain JavaScript code. multiple triggers. Consolidate developer to update this code.
Remove all JavaScript code from triggers, or replace them by using the
formula fields. Lightning Process Builder.

TABLE OF CONTENTS
MONITOR LIMITS
OPTIMIZE & MAINTAIN New Code Using Old API Hard-Coded URLs > My Domain >
INCREASE ADOPTION Versions >
Number of out-of-date APIs:
SUCCESS RESOURCES
22 5 2 2 Great job! My Domain is enabled in
your org. Add a subdomain to your
Was this helpful?
Apex Classes Apex Triggers Visualforce hard-coded URLs Salesforce org URL with My Domain.
Pages
You have 29 new code elements that You have 2 hard-coded URLs. Ask your
use out-of-date API versions. Ask your developer to replace hard-coded URLs
developer to update this code. with relative URLs.
Convert Attachments to Notes and Attachments

Files > Related List >
4 13
attachments page layouts
You have 4 attachments. Convert You have 13 page layouts that use the
attachments to files. Notes and Attachments related list.
Convert attachments to files, and
replace the Notes and Attachments
related list with the Files related list.

TABLE OF CONTENTS
Field Usage OBSERVATION
MONITOR LIMITS
We analyze the field usage on the five objects with the most records in your implementation
OPTIMIZE & MAINTAIN over the past three months.
Fields
Field Usage
8 fields were completed less than 10% of the time within the last three months.
Fields On Page Layouts
Details Tab On Record Pages

Reports And Dashboards
IMPACT
Custom Layouts For Objects
Lightning Pages Unnecessary fields clutter your objects and make your implementation difficult to maintain.
Workflow
User Management
RECOMMENDATION
Custom Code
INCREASE ADOPTION Delete custom fields that your users don't use or need. Use your sandbox to test changes before
you deploy them to your users.
SUCCESS RESOURCES
Delete Fields Documentation Custom Fields Allowed Per Object
Documentation
Field Footprint App Data Modeling Trailhead

TABLE OF CONTENTS
Field Usage Object Number of Fields
MONITOR LIMITS (con nued) Account > 8

OPTIMIZE & MAINTAIN
Fields
Field Usage

Lightning Pages
Workflow
User Management
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Field Usage Account Back to Objects
MONITOR LIMITS (con nued)
OPTIMIZE & MAINTAIN UNUSED FIELD RELATED PAGE LAYOUT
Fields
Account_Text_1 Account (Sales) Layout
Field Usage

Active Account (Sales) Layout

UpsellOpportunity Account (Sales) Layout
Lightning Pages NumberofLocations Account (Sales) Layout
Workflow
User Management CustomerPriority Account (Sales) Layout
Custom Code
SLAExpirationDate Account (Sales) Layout
INCREASE ADOPTION
SLA Account (Sales) Layout

SUCCESS RESOURCES
SLASerialNumber Account (Sales) Layout
Account_Text_1 Account (Support) Layout
Active Account (Support) Layout
CustomerPriority Account (Support) Layout

TABLE OF CONTENTS
Field Usage Account Back to Objects
OPTIMIZE & MAINTAIN UNUSED FIELD RELATED PAGE LAYOUT
Fields
SLA Account (Support) Layout
Field Usage

SLAExpirationDate Account (Support) Layout

SLASerialNumber Account (Support) Layout
Lightning Pages UpsellOpportunity Account (Support) Layout
Workflow
User Management NumberofLocations Account (Support) Layout
Custom Code
Account_Text_1 Account (Marketing) Layout
INCREASE ADOPTION
Active Account (Marketing) Layout

SUCCESS RESOURCES
CustomerPriority Account (Marketing) Layout
SLA Account (Marketing) Layout
Note: We found 12 more unused fields. To see the status of more unused fields, resolve these
issues, and then run Optimizer again.

TABLE OF CONTENTS
Fields on Page OBSERVATION
MONITOR LIMITS Layouts

Great job! Your page layouts meet our best practices.
OPTIMIZE & MAINTAIN
Fields
Field Usage

NUMBER OF
FIELDS •0-59 •60-120 •> 120
Reports And Dashboards Case Layout
44
Custom Layouts For Objects suchi test Layout
31
Lightning Pages Account Layout
Workflow 29
Account (Support) ...
User Management 29
Account (Sales) La...
Custom Code 29
INCREASE ADOPTION
Excessive fields clutter your page layouts, make your implementation difficult to maintain, and
increase page load time.
RECOMMENDATION
Delete custom fields that your users don't use or need. Use your sandbox to test changes before
you deploy them to your users.

TABLE OF CONTENTS
Delete Fields Documentation Field Footprint App
Fields on Page
MONITOR LIMITS Layouts Data Modeling Trailhead
OPTIMIZE & MAINTAIN (con nued)

Fields Top Success Resource View All
Field Usage Create the User Experience Circles of Success Webinar


Lightning Pages
Workflow
User Management
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Details Tab on OBSERVATION
MONITOR LIMITS Record Pages

Great job! Your use of the Details tab meets our best practices.
OPTIMIZE & MAINTAIN
Fields
Field Usage

NUMBER OF FIELDS •0-50 •51-150 •> 150
Reports And Dashboards student Record ...
14
Lightning Pages
Workflow
User Management IMPACT
Custom Code
Excessive fields clutter your page, make your implementation difficult to maintain, and increase
INCREASE ADOPTION
page load time.
SUCCESS RESOURCES RECOMMENDATION
The Details tab displays fields and sections from the page layout associated with the object.
When you have a high number of fields on this tab, you can increase performance by moving the
Details tab so that it's not shown by default on a Lightning record page.

TABLE OF CONTENTS
Details Tab on Customize Tabs on Lightning Experience Record Pages Using the Lightning App Builder
Documentation
MONITOR LIMITS Record Pages
Fields
Field Usage

Lightning Pages
Workflow
User Management
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Unused Reports OBSERVATION
MONITOR LIMITS
You have 49 unused reports.
OPTIMIZE & MAINTAIN
Fields
IMPACT
Unused Reports
Unused Dashboards Unused reports make your implementation difficult to maintain.

Lightning Pages RECOMMENDATION
Workflow
User Management Delete the reports that you no longer need.
Custom Code
INCREASE ADOPTION Delete a Report Documentation Salesforce Reports and Dashboards Limits
Per Edition Documentation
SUCCESS RESOURCES
Tech Lounge: Reporting Basics Circles of Success Webinar
REPORT NAME LAST VIEWED LAST RUN LAST MODIFIED
DB-Adoption: New ACCOUNTS Trend Never Never Jul 29, 2019
DB-Adoption: New ACTIVITIES Trend Never Never Jul 29, 2019
DB-Adoption: New ACCOUNTS Last 30 Days Never Never Jul 29, 2019
Salesforce Optimizer Report DB-Adoption: New ACTIVITIES last 30 Days Never Never Jul 29, 2019
TABLE OF CONTENTS
Unused Reports
MONITOR LIMITS (con nued) REPORT NAME LAST VIEWED LAST RUN LAST MODIFIED
OPTIMIZE & MAINTAIN DB-Adoption: Active User LOGINS Never Never Jul 29, 2019
Fields
Reports And Dashboards DB-Adoption: Active USERS Never Never Jul 29, 2019
Unused Reports
DB-Adoption: New CONTACTS Last 30 Days Never Never Jul 29, 2019
Unused Dashboards

DB-Adoption: ACCOUNTS w/o Fields Pop Never Never Jul 29, 2019
Lightning Pages
Workflow
DB-Adoption: New CONTACTS Trend Never Never Jul 29, 2019
User Management
Custom Code DB-Adoption: New LEADS Last 30 Days Never Never Jul 29, 2019
INCREASE ADOPTION
DB-Adoption: New LEADS Trend Never Never Jul 29, 2019
SUCCESS RESOURCES
DB-Adoption: New OPPORTUNITIES last 30 Never Never Jul 29, 2019
DB-Adoption: Highest # of Activities Never Never Jul 29, 2019
DB-Adoption: Number of Activities create Never Never Jul 29, 2019
DB-Adoption: CONTACTS w/o Key Fields Never Never Jul 29, 2019
DB-Adoption: CAMPAIGNS Created Last 365 Never Never Jul 29, 2019
DB-Adoption: CAMPAIGNS Last 30 Days Never Never Jul 29, 2019
DB-Adoption: CAMPAIGNS by Status Never Never Jul 29, 2019

TABLE OF CONTENTS
Unused Reports
OPTIMIZE & MAINTAIN DB-Adoption: Count of ALL ACCOUNTS Never Never Jul 29, 2019
Fields
Reports And Dashboards DB-Adoption: Count of LEADS Never Never Jul 29, 2019
Unused Reports
DB-Adoption: Count of OPPTYS Never Never Jul 29, 2019
Unused Dashboards
DB-Adoption: Count of OPPTYS last 365 Never Never Jul 29, 2019
Lightning Pages
Workflow
DB-Adoption: Count of ALL CONTACTS Never Never Jul 29, 2019
User Management
Custom Code DB-Adoption: OPPORTUNITIES Trend Never Never Jul 29, 2019
INCREASE ADOPTION
DB-Adoption: OPPORTUNITY Trend/Owner Never Never Jul 29, 2019
SUCCESS RESOURCES
DB-Adoption: OPPTYS by STAGE entered Never Never Jul 29, 2019
DB-Adoption: OPPTYS w/No Opp Product Never Never Jul 29, 2019
DB-Adoption: OPPTYS w/o Fields Populated Never Never Jul 29, 2019
DB-Adoption: LEADS w/o Fields Populated Never Never Jul 29, 2019
DB-Adoption: LEAD Funnel Load Rate Never Never Jul 29, 2019
DB-Adoption: Last Run REPORTS Never Never Jul 29, 2019
DB-Adoption: LEAD Abandonment Never Never Jul 29, 2019

TABLE OF CONTENTS
Unused Reports
OPTIMIZE & MAINTAIN DB-Adoption: LEADS Converted Last 365 Never Never Jul 29, 2019
Fields
Reports And Dashboards DB-Adoption: Most Active Users Never Never Jul 29, 2019
Unused Reports
DB-Adoption: No LOGIN Past 14 Days Never Never Jul 29, 2019
Unused Dashboards
DB-Adoption: LOGIN by DEPARTMENT Never Never Jul 29, 2019
Lightning Pages
Workflow Never Never Jul 29, 2019
DB-Adoption: LOGIN by REGION
User Management
Custom Code DB-Adoption: LOGIN by ROLE Never Never Jul 29, 2019
INCREASE ADOPTION
DB-Adoption: MASS EMAILS Created Never Never Jul 29, 2019
SUCCESS RESOURCES
DB-Adoption: Neglected CUSTOMERS Never Never Jul 29, 2019
DB-Adoption: Neglected OPPTYS Never Never Jul 29, 2019
DB-Adoption: Neglected PROSPECTS Never Never Jul 29, 2019
test1 Mar 29, 2012 Never Mar 29, 2012
Closed Opportunities Apr 05, 2012 Never Mar 28, 2012
one Apr 16, 2012 Never Apr 16, 2012
suchi report Feb 20, 2017 Never Feb 20, 2017

TABLE OF CONTENTS
Unused Reports
OPTIMIZE & MAINTAIN application status Feb 23, 2017 Never Feb 21, 2017
Fields
Reports And Dashboards test report May 27, 2017 Never Feb 12, 2017
Unused Reports
Rep 1 May 27, 2017 Never May 27, 2017
Unused Dashboards
Lightning Pages
Workflow
User Management
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Unused OBSERVATION
MONITOR LIMITS Dashboards

Your have 4 unused dashboards.
OPTIMIZE & MAINTAIN
Fields
IMPACT
Unused Reports
Unused Dashboards Unused dashboards make your implementation difficult to maintain.

Lightning Pages RECOMMENDATION
Workflow
User Management Delete the dashboards that you no longer need.
Custom Code
INCREASE ADOPTION Delete a Dashboard Documentation Salesforce Reports and Dashboards Limits
Per Edition Documentation
SUCCESS RESOURCES
Drive Metrics Using Reports and Dashboards Circles of Success Webinar
DASHBOARD NAME LAST VIEWED LAST MODIFIED
test Never Feb 12, 2017
3 - Sales & Marketing Adoption Never Jul 29, 2019

TABLE OF CONTENTS
Unused DASHBOARD NAME LAST VIEWED LAST MODIFIED
MONITOR LIMITS Dashboards 2 - Key Feature Adoption Never Jul 29, 2019

1 - User Adoption (Logins) Never Jul 29, 2019
Fields
Unused Reports
Unused Dashboards
Lightning Pages
Workflow
User Management
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Unassigned Page OBSERVATION
MONITOR LIMITS Layouts

You have 1 page layout that isn't assigned to a record type.
OPTIMIZE & MAINTAIN
Fields
Reports And Dashboards IMPACT
Unassigned Page Layouts Page layouts that aren't assigned to record types take up unnecessary space and make your
implementation harder to maintain.
Unassigned Record Types
Page Layouts Per Object

RECOMMENDATION
Record Types Per Object
Lightning Pages
Delete unassigned page layouts in your implementation, and use your sandbox to test changes
Workflow before you deploy them to your users. If you need to keep the page layout, assign it to a record
User Management type.
Custom Code
INCREASE ADOPTION Page Layouts Documentation Customize Record Details with Page
Layouts Trailhead
SUCCESS RESOURCES
Webinar
UNASSIGNED PAGE LAYOUTS
Teacher

TABLE OF CONTENTS
Unassigned OBSERVATION
MONITOR LIMITS Record Types

Great job! You don't have unassigned record types.
OPTIMIZE & MAINTAIN
Fields
Unassigned Page Layouts Record types that aren't assigned to profiles take up unnecessary space and make your
implementation harder to maintain.

RECOMMENDATION
Lightning Pages
Delete unassigned record types in your implementation, and use your sandbox to test changes
Workflow before you deploy them to your users.
User Management
Custom Code
Considerations for Creating and Updating Record Types and Picklists Documentation
INCREASE ADOPTION

SUCCESS RESOURCES
Webinar

TABLE OF CONTENTS
Page Layouts per OBSERVATION
MONITOR LIMITS Object

Great job! You use page layouts according to our best practices.
OPTIMIZE & MAINTAIN
Fields
NUMBER OF PAGE
LAYOUTS
•0-15 •16-30 •> 30
Unassigned Page Layouts
Opportunity
Unassigned Record Types 4
Lead
4
Contact
4
Lightning Pages Case
4
Workflow Account
4
User Management
Custom Code
INCREASE ADOPTION
IMPACT
SUCCESS RESOURCES Unnecessary page layouts make your implementation difficult to maintain.
RECOMMENDATION
Implement a consistent page layout for as many objects as possible, and delete the page layouts
that you no longer need.
Page Layouts Documentation

TABLE OF CONTENTS
Page Layouts per Top Success Resource View All
MONITOR LIMITS Object Streamline Salesforce Experience Through Data Archival and Cleanup Circles of Success
Webinar
Fields

Lightning Pages
Workflow
User Management
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Record Types per OBSERVATION
MONITOR LIMITS Object

Great job! You use record types according to our best practices.
OPTIMIZE & MAINTAIN
Fields
NUMBER OF RECORD
TYPES
•0-10 •11-20 •> 20
Unassigned Record Types Opportunity

2
Page Layouts Per Object Account
2
Record Types Per Object class
Lightning Pages 1
Workflow
User Management IMPACT
Custom Code
INCREASE ADOPTION Unnecessary record types make your implementation difficult to maintain.
SUCCESS RESOURCES RECOMMENDATION
Implement a consistent record type for as many objects as possible, and delete the record types
that you no longer need.
Considerations for Creating and Updating Record Types and Picklists Documentation

Webinar

TABLE OF CONTENTS
Replacing Related We analyze related lists only in layouts assigned to a profile.
MONITOR LIMITS Lists with the
OPTIMIZE & MAINTAIN Related List OBSERVATION
Fields Quick Links
Reports And Dashboards Component 3 Lightning pages might not be taking advantage of the Related List Quick Links
Custom Layouts For Objects component.
Lightning Pages
Replacing Related Lists With The Related

IMPACT
News And Twitter Scrolling through several related lists to find the right one is time consuming. With the Related
Lightning Components On Record List Quick Links component, users can hover over links to see all the related list columns without
Lightning Pages opening the View All page. Users see all options at a glance and can find the right one faster.
Users can also customize the quick link order in their personal settings.
Workflow
User Management
RECOMMENDATION
Custom Code
INCREASE ADOPTION Replace all Related Lists components with the Related List Quick Links component. If there's a
related list that should be easily accessible to users, you can add a Related List - Single
component. If a page layout includes many related lists, consider moving some to a second tab.
SUCCESS RESOURCES
Standard Lightning Page Components Customize Related Lists Documentation

Documentation

Webinar

TABLE OF CONTENTS
Replacing Related LIGHTNING PAGE NUMBER OF RELATED LISTS
Lists with the

MONITOR LIMITS
Related List
Account Management 16 •
OPTIMIZE & MAINTAIN
Fields Quick Links Opportunity Record Page 16 •
Reports And Dashboards Component
(con nued) Account Page 16 •
Lightning Pages
News And Twitter
Lightning Components On Record
Lightning Pages
Workflow
User Management
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
News and Twi er OBSERVATION
MONITOR LIMITS
Great job! Your News and Twitter components are already behind a tab.
OPTIMIZE & MAINTAIN
Fields
Lightning Pages Having the News or Twitter component directly on a page can cause the page to load slowly.

RECOMMENDATION
News And Twitter Move the News and Twitter components from the page to a tab.
Lightning Pages Customize Tabs on Lightning Experience Record Pages Using the Lightning App Builder
Documentation
Workflow
User Management
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Lightning We only analyze Lightning pages for the record page type.
MONITOR LIMITS Components on
OPTIMIZE & MAINTAIN Record Lightning OBSERVATION
Fields Pages
Reports And Dashboards Great job! You use Lightning components according to our best practices.
Lightning Pages

LIGHTNING
COMPONENTS •0-15 •16-20 •> 20
News And Twitter
Account Managem...
Lightning Components On Record 8
Account Page
Lightning Pages 7
Opportunity Rec...
Workflow
5
User Management student Record ...
4
Custom Code
INCREASE ADOPTION
IMPACT
SUCCESS RESOURCES
Too many components on a page can cause it to load slowly.
RECOMMENDATION
Move some Lightning components to the Tabs or Accordion Lightning component.

TABLE OF CONTENTS
Lightning Customize Tabs on Lightning Experience Standard Lightning Page Components
Record Pages Using the Lightning App Documentation
MONITOR LIMITS Components on Builder Documentation.
OPTIMIZE & MAINTAIN Record Lightning
Fields Pages
Reports And Dashboards (con nued)
Lightning Pages
News And Twitter
Lightning Pages
Workflow
User Management
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Inac ve OBSERVATION
MONITOR LIMITS Valida on Rules

Great job! You don't have any inactive validation rules.
OPTIMIZE & MAINTAIN
Fields
IMPACT
Inactive validation rules make your implementation difficult to maintain.
Lightning Pages
Workflow
RECOMMENDATION
Inactive Validation Rules
Inactive Workflow Rules Delete validation rules that you don't need, and use your sandbox to test changes before you
User Management deploy them to your users.
Custom Code
INCREASE ADOPTION Validation Rule Limits Documentation Creating Validation Rules Trailhead
Process Automation Trailhead

SUCCESS RESOURCES

TABLE OF CONTENTS
Inac ve OBSERVATION
MONITOR LIMITS Workflow Rules

You have 3 inactive workflow rules.
OPTIMIZE & MAINTAIN
Fields
IMPACT
Lightning Pages Inactive workflow rules make your implementation difficult to maintain.
Workflow
Inactive Validation Rules RECOMMENDATION

Inactive Workflow Rules
User Management Delete workflow rules that you don't need, and use your sandbox to test changes before you
Custom Code deploy them to users.
INCREASE ADOPTION
Lightning Process Builder Documentation Process Automation Trailhead
SUCCESS RESOURCES
Transform Your Business with Automation Circles of Success Webinar
Object Workflow Rules Object Workflow Rules
position > 1 Teacher > 1
Case > 1

TABLE OF CONTENTS
Inac ve
MONITOR LIMITS Workflow Rules
Fields
Lightning Pages
Workflow
Inactive Validation Rules
Inactive Workflow Rules

User Management
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
User Logins OBSERVATION
Total Users:
MONITOR LIMITS
2 One user hasn't logged in lately.
OPTIMIZE & MAINTAIN
Fields
1 of 2 Users (50%)
• 5-10%• 11-15% • 16-100%
Lightning Pages
Workflow
30-89 Days ago 90-179 Days ago 180+ Days ago Never Logged In
User Management
0 users 0 users 1 users 0 users
User Logins
Administrator Permissions
IMPACT
Unassigned Roles

If users aren't managing their business in Salesforce, your teams might not be working efficiently,
Custom Profiles With A Low Number Of and your data might be at risk.
Users
RECOMMENDATION
Unassigned Permission Sets
Permission Sets With A Low Number Of Determine whether these users need access to Salesforce. Deactivate accounts of former
Users employees or anyone who doesn't need to access Salesforce.
Custom Code
Deactivate (Delete) Users Documentation User Management Trailhead
INCREASE ADOPTION
Data Security Trailhead
SUCCESS RESOURCES
Getting Started Series: Create the User Experience Circles of Success Webinar

TABLE OF CONTENTS
User Logins USERS WHO HAVEN'T LOGGED IN RECENTLY Back to logins

DAYS SINCE LAST DAYS SINCE LAST
OPTIMIZE & MAINTAIN
USER NAME LOGIN USER NAME LOGIN
Fields
Reports And Dashboards guntur tenali 2980
Lightning Pages
Workflow
User Management
User Logins
Unassigned Roles
Custom Profiles With A Low Number Of
Users
Permission Sets With A Low Number Of
Users
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Administrator OBSERVATION
MONITOR LIMITS Permissions

For this report, we define an administrator as a user who has both Customize App and Modify
OPTIMIZE & MAINTAIN All Data permissions in Salesforce.
Fields
Great job! You have an appropriate number of administrators for your implementation.
Lightning Pages
Workflow
Current Recommended
User Management
User Logins
1 administrators > 1 full-time administrator for up to 30 users
IMPACT
Unassigned Roles
Unassigned Custom Profiles Having too many administrators can make it more difficult to keep your settings and data secure.
Users RECOMMENDATION
Permission Sets With A Low Number Of Reduce the number of users who have the Customize App and Modify All Data permissions.
Assign users those permissions only if they are responsible for maintaining and updating users
Users
and settings in your implementation.
Custom Code
INCREASE ADOPTION
Edit Users Documentation Profiles Documentation
SUCCESS RESOURCES User Management Trailhead Data Security Trailhead


TABLE OF CONTENTS
Administrator USERS ASSIGNED THE CUSTOMIZE APP AND MODIFY ALL DATA PERMISSIONS
MONITOR LIMITS Permissions Sarath Babu Yalavarthi (y.sarathbabu@gmail.com)

Fields
Lightning Pages
Workflow
User Management
User Logins
Unassigned Roles
Users
Users
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Unassigned Roles OBSERVATION
MONITOR LIMITS
You have 20 unassigned roles.
OPTIMIZE & MAINTAIN
Fields
IMPACT
Unassigned roles make your implementation difficult to maintain.
Lightning Pages
Workflow
RECOMMENDATION
User Management
User Logins Delete roles that don't have active users assigned to them, and use your sandbox to test
Administrator Permissions changes before you deploy them to your users.
Unassigned Roles

User Role Hierarchy Documentation Data Security Trailhead
Users
Streamline Salesforce Experience Through Data Archival and Cleanup
Users
Custom Code
UNASSIGNED ROLES
INCREASE ADOPTION
CFO Channel Sales Team
SUCCESS RESOURCES
COO Customer Support, International
Customer Support, North America Director, Channel Sales
Director, Direct Sales Eastern Sales Team

TABLE OF CONTENTS
Unassigned Roles
MONITOR LIMITS (con nued) UNASSIGNED ROLES
OPTIMIZE & MAINTAIN Employee Installation & Repair Services
Fields
Reports And Dashboards Marketing Team SVP, Customer Service & Support

SVP, Human Resources SVP, Sales & Marketing
Lightning Pages
Workflow
United Oil & Gas Corp. Partner Executive United Oil & Gas Corp. Partner Manager
User Management
User Logins
VP, International Sales VP, North American Sales
Unassigned Roles vp of hr Western Sales Team

Users
Users
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
MONITOR LIMITS Custom Profiles

You have 4 unassigned custom profiles.
OPTIMIZE & MAINTAIN
Fields
IMPACT
Lightning Pages Unassigned custom profiles make your implementation difficult to maintain.
Workflow
User Management
RECOMMENDATION
User Logins
Administrator Permissions Delete custom profiles that don't have active users assigned to them, and use your sandbox to
Unassigned Roles
test changes before you deploy them to your users.
Custom Profiles With A Low Number Of Profiles Documentation Security for Profiles Documentation
Users

Users
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES UNASSIGNED CUSTOM PROFILES
Custom: Sales Profile SysAdmin2
Custom: Marketing Profile Custom: Support Profile

TABLE OF CONTENTS
Custom Profiles OBSERVATION
MONITOR LIMITS with a Low

OPTIMIZE & MAINTAIN Number of Users You have 1 custom profile that has a low number of users.
Fields
IMPACT
Excessive custom profiles make your implementation difficult to maintain.
Lightning Pages
Workflow
RECOMMENDATION
User Management
User Logins Consolidate profiles that have a low number of active users, and delete the profiles that you no
Administrator Permissions longer need.
Unassigned Roles

Profiles Documentation Security for Profiles Documentation
Users
Permission Sets With A Low Number Of Top Success Resource View All
Users Getting Started with Salesforce Customizations Circles of Success Webinar

Custom Code
INCREASE ADOPTION
CUSTOM PROFILE NUMBER OF USERS
SUCCESS RESOURCES
Case Feed Sysadmin 1

TABLE OF CONTENTS
MONITOR LIMITS Permission Sets

You have 3 unassigned permission sets.
OPTIMIZE & MAINTAIN
Fields
IMPACT
Unassigned permission sets make your implementation difficult to maintain.
Lightning Pages
Workflow
RECOMMENDATION
User Management
User Logins Delete permission sets that don't have active users assigned to them, and use your sandbox to
Administrator Permissions test changes before you deploy them to your users.
Unassigned Roles

Permission Sets Documentation Security for Permission Sets
Custom Profiles With A Low Number Of Documentation
Users

Users
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Unassigned
MONITOR LIMITS Permission Sets UNASSIGNED PERMISSION SETS
OPTIMIZE & MAINTAIN (con nued) Case Read Only Test PS

Fields
Reports And Dashboards Manage Leads

Lightning Pages
Workflow
User Management
User Logins
Unassigned Roles
Users
Users
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Permission Sets OBSERVATION
MONITOR LIMITS with a Low

OPTIMIZE & MAINTAIN Number of Users Great job! You don't have permission sets with a low number of users.
Fields
IMPACT
Excessive permission sets make your implementation difficult to maintain.
Lightning Pages
Workflow
RECOMMENDATION
User Management
User Logins Consolidate permission sets that have a low number of active users, and delete the permission
Administrator Permissions sets that you no longer need.
Unassigned Roles

Permission Sets Documentation Security for Permission Sets
Custom Profiles With A Low Number Of Documentation
Users

Users
Custom Code
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Formula Fields OBSERVATION
MONITOR LIMITS with JavaScript

OPTIMIZE & MAINTAIN Code Great job! You don't have formula fields that contain JavaScript code.
Fields
IMPACT
JavaScript security issues can put your data at risk if you use JavaScript code in formula fields.
Lightning Pages
Workflow
RECOMMENDATION
User Management
Custom Code Remove all JavaScript code from your formula fields. Use your sandbox to test changes before you
Formula Fields With JavaScript Code deploy them to your users.
Multiple Apex Triggers Per Object
API Versions
Build a Formula Field Documentation Use Formula Fields Trailhead
New Code Using Old API Versions
Hard-Coded URLs
My Domain
Ask Salesforce Anything Circles of Success Webinar
Convert Attachments To Files
Notes And Attachments Related List
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Mul ple Apex OBSERVATION
MONITOR LIMITS Triggers per

OPTIMIZE & MAINTAIN Object We filtered out triggers from apps that you downloaded from AppExchange and other managed
packages.
Fields
You have 1 object that contains multiple triggers.
Lightning Pages
Workflow IMPACT
User Management
Having more than one trigger on an object can cause you to reach Apex limits. Triggers can also
Custom Code
execute in a random order.
Formula Fields With JavaScript Code

RECOMMENDATION
API Versions
New Code Using Old API Versions If an object contains multiple triggers, consolidate them into a single trigger. If coding isn't your
Hard-Coded URLs thing, use the Lightning Process Builder to consolidate triggers.
My Domain
Convert Attachments To Files Triggers Developer Documentation Apex Triggers Trailhead

INCREASE ADOPTION Top Success Resource View All
Getting Started with Salesforce Live: Q&A Office Hours

SUCCESS RESOURCES
OBJECT NUMBER OF APEX TRIGGERS
Review 2

TABLE OF CONTENTS
API Versions OBSERVATION
MONITOR LIMITS
You have 60 code elements .
OPTIMIZE & MAINTAIN
Fields
Custom Layouts For Objects Code Elements with Out-of-Date API Versions
Lightning Pages 31 Apex Classes > 3 Apex Triggers > 26 Visualforce Pages >
Workflow
User Management
IMPACT
Custom Code
Formula Fields With JavaScript Code API versions that are more than nine releases—or three years—old can hinder your code's
Multiple Apex Triggers Per Object performance.
API Versions
New Code Using Old API Versions RECOMMENDATION
Hard-Coded URLs
Ask your Salesforce developer to update these elements with the current API version. Give your
My Domain
developer the following resources for best practices on updating code.
INCREASE ADOPTION Apex Release Notes Apex Code Versions Developer

Documentation
SUCCESS RESOURCES Metadata API Developer Guide API Basics Trailhead

TABLE OF CONTENTS
API Versions Out-of-Date Apex Classes Back to Code Elements
MONITOR LIMITS (con nued) NAME API VERSION LAST MODIFIED

OPTIMIZE & MAINTAIN
Fields RestClient 19.0 February 14, 2017

RestClientTest 19.0 February 14, 2017
Lightning Pages
ConnectorConfig 20.0 February 14, 2017
Workflow
User Management RestResponseInstrumenterTest 20.0 February 14, 2017
Custom Code
Formula Fields With JavaScript Code RestResponseInstrumenter 20.0 February 14, 2017
API Versions RestExplorerControllerTest 20.0 February 14, 2017

RestExplorerController 20.0 February 14, 2017
Hard-Coded URLs
My Domain
RestException 20.0 February 14, 2017

RequestMethods 20.0 February 14, 2017
INCREASE ADOPTION
customComponentController 23.0 November 07, 2011
SUCCESS RESOURCES
myHandler 23.0 May 29, 2016
MyController 23.0 November 09, 2011

TABLE OF CONTENTS

OPTIMIZE & MAINTAIN
Fields sendEmail 23.0 November 07, 2011

SiteLoginController 24.0 April 02, 2012
Lightning Pages
MyProfilePageController 24.0 April 02, 2012
Workflow
User Management 24.0 April 02, 2012
ForgotPasswordController
Custom Code
Formula Fields With JavaScript Code ChangePasswordController 24.0 April 02, 2012
API Versions SiteRegisterController 24.0 April 02, 2012

CommunitiesLoginController 29.0 October 31, 2013
Hard-Coded URLs
My Domain
CommunitiesSelfRegConfirmControllerTest 29.0 October 31, 2013

CommunitiesSelfRegConfirmController 29.0 October 31, 2013
INCREASE ADOPTION
CommunitiesSelfRegControllerTest 29.0 October 31, 2013
SUCCESS RESOURCES
CommunitiesSelfRegController 29.0 October 31, 2013
CommunitiesLandingControllerTest 29.0 October 31, 2013

TABLE OF CONTENTS

OPTIMIZE & MAINTAIN
Fields CommunitiesLandingController 29.0 October 31, 2013

CommunitiesLoginControllerTest 29.0 October 31, 2013
Lightning Pages
RP_Dynamic_Table 34.0 August 24, 2017
Workflow
User Management 34.0 August 24, 2017
RP_Test_DynamicDataTable
Custom Code
Formula Fields With JavaScript Code testApex 39.0 February 24, 2017
API Versions GetContactFromIndividualId 39.0 June 09, 2017

TestTableOppty 39.0 May 28, 2017
Hard-Coded URLs
My Domain
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
API Versions Out-of-Date Apex Triggers Back to Code Elements

OPTIMIZE & MAINTAIN
Fields ReviewTrigger1 39.0 March 05, 2017

ReviewTrigger 39.0 March 05, 2017
Lightning Pages
testPositionTrigger 39.0 February 21, 2017
Workflow
User Management
Custom Code
API Versions
Hard-Coded URLs
My Domain
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
API Versions Out-of-Date Visualforce Pages Back to Code Elements

OPTIMIZE & MAINTAIN
Fields RestExplorer 20.0 February 14, 2017

sendEmailPage 23.0 November 07, 2011
Lightning Pages
pdf 23.0 November 09, 2011
Workflow
User Management 24.0 April 02, 2012
ForgotPassword
Custom Code
Formula Fields With JavaScript Code SiteLogin 24.0 April 02, 2012
API Versions SiteRegister 24.0 April 02, 2012

ChangePassword 24.0 April 02, 2012
Hard-Coded URLs
My Domain
ForgotPasswordConfirm 24.0 April 02, 2012

SiteRegisterConfirm 24.0 April 02, 2012
INCREASE ADOPTION
MyProfilePage 24.0 April 02, 2012
SUCCESS RESOURCES
StdExceptionTemplate 24.0 April 02, 2012
SiteTemplate 24.0 April 02, 2012

TABLE OF CONTENTS

OPTIMIZE & MAINTAIN
Fields FileNotFound 24.0 April 02, 2012

BandwidthExceeded 24.0 April 02, 2012
Lightning Pages
Exception 24.0 April 02, 2012
Workflow
User Management InMaintenance 24.0 April 02, 2012
Custom Code
Formula Fields With JavaScript Code Unauthorized 24.0 April 02, 2012
API Versions UnderConstruction 24.0 April 02, 2012

IdeasHome 24.0 April 02, 2012
Hard-Coded URLs
My Domain
AnswersHome 24.0 April 02, 2012

CommunitiesTemplate 29.0 October 31, 2013
INCREASE ADOPTION
CommunitiesLogin 29.0 October 31, 2013
SUCCESS RESOURCES
CommunitiesLanding 29.0 October 31, 2013
CommunitiesSelfReg 29.0 October 31, 2013

TABLE OF CONTENTS

OPTIMIZE & MAINTAIN
Fields CommunitiesSelfRegConfirm 29.0 October 31, 2013

positionTestVF 39.0 February 22, 2017
Lightning Pages
Workflow
User Management
Custom Code
API Versions
Hard-Coded URLs
My Domain
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
New Code Using OBSERVATION
MONITOR LIMITS Old API Versions

You have 29 new code elements that use out-of-date API versions.
OPTIMIZE & MAINTAIN
Fields
Custom Layouts For Objects New Code Elements with Out-of-Date API Versions
Lightning Pages 22 Apex Classes > 5 Apex Triggers > 2 Visualforce Pages >
Workflow
User Management
IMPACT
Custom Code
Formula Fields With JavaScript Code Out-of-date API versions don't provide the latest functionality and security features.
API Versions RECOMMENDATION

Hard-Coded URLs Ask your Salesforce developer to update these elements with the current API version. Give your
developer the following resources for best practices on updating code.
My Domain
Notes And Attachments Related List Apex Release Notes Apex Code Versions Developer
INCREASE ADOPTION Documentation
Metadata API Developer Guide API Basics Trailhead

SUCCESS RESOURCES

TABLE OF CONTENTS
New Code Using Out-of-Date Apex Classes Back to Code Elements
MONITOR LIMITS Old API Versions NAME API VERSION LAST MODIFIED
Fields RestClient 19.0 February 14, 2017

RestClientTest 19.0 February 14, 2017
Lightning Pages
ConnectorConfig 20.0 February 14, 2017
Workflow
User Management 20.0 February 14, 2017
RestResponseInstrumenterTest
Custom Code
Formula Fields With JavaScript Code RestResponseInstrumenter 20.0 February 14, 2017
API Versions RestExplorerControllerTest 20.0 February 14, 2017

RestExplorerController 20.0 February 14, 2017
Hard-Coded URLs
My Domain
RestException 20.0 February 14, 2017

RequestMethods 20.0 February 14, 2017
INCREASE ADOPTION
RP_Dynamic_Table 34.0 August 24, 2017
SUCCESS RESOURCES
RP_Test_DynamicDataTable 34.0 August 24, 2017
testApex 39.0 February 24, 2017

TABLE OF CONTENTS
New Code Using Out-of-Date Apex Classes Back to Code Elements
Fields TestTableOppty 39.0 May 28, 2017

GetContactFromIndividualId 39.0 June 09, 2017
Lightning Pages
TowerMapUtilClass 44.0 January 03, 2019
Workflow
User Management 44.0 December 13, 2018
StringArrayTest
Custom Code
Formula Fields With JavaScript Code TowerMapControllerClass 44.0 January 03, 2019
API Versions SecureApexRest 45.0 May 12, 2019

MyFaceBookRegistrationHandler 46.0 July 22, 2019
Hard-Coded URLs
My Domain
BatchLeadConvert 46.0 October 02, 2019

BatchLeadConvertTest 46.0 October 02, 2019
INCREASE ADOPTION
LeadConvertValidationTest 46.0 October 02, 2019
SUCCESS RESOURCES

TABLE OF CONTENTS
New Code Using Out-of-Date Apex Triggers Back to Code Elements
Fields ReviewTrigger1 39.0 March 05, 2017

testPositionTrigger 39.0 February 21, 2017
Lightning Pages
ReviewTrigger 39.0 March 05, 2017
Workflow
User Management LeadConvertValidation 46.0 October 02, 2019
Custom Code
Formula Fields With JavaScript Code BatchApexErrorTrigger 46.0 October 02, 2019
API Versions
Hard-Coded URLs
My Domain
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
New Code Using Out-of-Date Visualforce Pages Back to Code Elements
Fields RestExplorer 20.0 February 14, 2017

positionTestVF 39.0 February 22, 2017
Lightning Pages
Workflow
User Management
Custom Code
API Versions
Hard-Coded URLs
My Domain
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Hard-Coded OBSERVATION
MONITOR LIMITS URLs

We don't check for hard-coded URLs in package or feature integrations, workflows, Chatter
OPTIMIZE & MAINTAIN posts, content URLs, Salesforce documents, or static content.
Fields
You have 2 hard-coded URLs.
Lightning Pages
Workflow
IMPACT
User Management
Custom Code Hard-coded URLs can cause links to break.

RECOMMENDATION
API Versions
New Code Using Old API Versions Ask your Salesforce developer to change these URL references. After you change the URL
Hard-Coded URLs references, consider enabling My Domain to personalize Salesforce for your company.
My Domain
Convert Attachments To Files My Domain URL Changes Documentation URL Class Developer Documentation
User Authentication Trailhead
INCREASE ADOPTION

SUCCESS RESOURCES

TABLE OF CONTENTS
Hard-Coded URL TYPE LOCATION IN SALESFORCE URL REFERENCE
MONITOR LIMITS URLs https://na1.salesforce.com/opp/op

OPTIMIZE & MAINTAIN (con nued) Custom Buttons and Links ... UpsellCrosssellOpportunity pedit.jsp?accid={!Account_ID}&o
pp3=Up-sell+/+Cross-s...
Fields
Apex Class RestExplorerController https://na1.salesforce.com
Lightning Pages
Workflow
User Management
Custom Code
API Versions
Hard-Coded URLs
My Domain
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
My Domain OBSERVATION
MONITOR LIMITS
Great job! My Domain is enabled in your org.
OPTIMIZE & MAINTAIN
Fields
IMPACT
Lightning Pages My Domain is required before you can use single sign-on (SSO) with external identity providers or
Workflow social sign-on with authentication providers, such as Google and Facebook. A subdomain name
User Management also helps you to create unique domain URL, to brand your login screen, and to preserve deep
links through future org splits and migrations.
Custom Code
Using Lightning Experience? My Domain is also required before you can use Lightning
Formula Fields With JavaScript Code components in Lightning component tabs, Lightning pages, the Lightning App Builder, or
Multiple Apex Triggers Per Object standalone apps.
API Versions
New Code Using Old API Versions RECOMMENDATION

Hard-Coded URLs
My Domain Set up a My Domain name to add a subdomain to your Salesforce org URL to personalize
Salesforce for your company. A subdomain is a convenient way to highlight your brand and to
manage login and authentication for your org.
INCREASE ADOPTION
My Domain Documentation Enable My Domain Trailhead Module
SUCCESS RESOURCES

TABLE OF CONTENTS
Convert OBSERVATION
MONITOR LIMITS A achments to

OPTIMIZE & MAINTAIN Files You have 4 attachments.
Fields
IMPACT
Lightning Pages The Attachments object is no longer supported and will soon be replaced with Salesforce Files.
Workflow
User Management
RECOMMENDATION
Custom Code
Formula Fields With JavaScript Code Convert your existing notes and attachments to Salesforce Files with the Attachments to Files
app.
API Versions
New Code Using Old API Versions Salesforce Files Documentation Moving Documents to Salesforce Files
Hard-Coded URLs Documentation
My Domain
Convert Attachments To Files Top Success Resource View All

Notes And Attachments Related List How to Successfully Transition to Lightning Circles of Success Webinar
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
Notes and OBSERVATION
MONITOR LIMITS A achments

OPTIMIZE & MAINTAIN Related List You have 13 page layouts that use the Notes and Attachments related list.
Fields
Lightning Pages In Lightning Experience, existing attachments in the Notes and Attachments related list are read
only, and which actions users can take is limited. New attachments are uploaded as Files. The
Workflow
Files related list offers improved functionality, and it will eventually replace the Notes and
User Management
Attachments related list.
Custom Code
Formula Fields With JavaScript Code RECOMMENDATION

Convert your existing notes and attachments to Salesforce Files with the Attachments to Files
API Versions
app. Then, on all your page layouts, replace the Notes and Attachments related list with the Files
related list.
Hard-Coded URLs
My Domain
Salesforce Files Documentation

INCREASE ADOPTION How to Successfully Transition to Lightning Circles of Success Webinar
SUCCESS RESOURCES
PAGE LAYOUT
Review Layout Account Layout
Contact Layout Opportunity Layout

Account (Sales) Layout Contact (Sales) Layout
TABLE OF CONTENTS
Notes and
MONITOR LIMITS A achments PAGE LAYOUT
OPTIMIZE & MAINTAIN Related List Opportunity (Sales) Layout Account (Marketing) Layout
Fields (con nued)
Reports And Dashboards Contact (Marketing) Layout Opportunity (Marketing) Layout

Account (Support) Layout Contact (Support) Layout
Lightning Pages
Workflow
Opportunity (Support) Layout
User Management
Custom Code
API Versions
Hard-Coded URLs
My Domain
INCREASE ADOPTION
SUCCESS RESOURCES

TABLE OF CONTENTS
INCREASE ADOPTION SUMMARY
MONITOR LIMITS
OPTIMIZE & MAINTAIN Unsupported Browsers Out-of-Date Browsers > Inactive Chatter Users >
INCREASE ADOPTION >
SUCCESS RESOURCES
0 Recommended
Was this helpful? 0 users Feature
users
Great job! Your users access It looks like Chatter is disabled in
Salesforce with up-to-date browsers. your org. Enable Chatter, then run
Great job! Your users access Ask users to upgrade to the latest Optimizer again.
Salesforce with supported browsers. versions of supported browsers.
Ask users to upgrade to the latest
versions of supported browsers.
Incomplete Chatter Files Adoption > Path >

Profiles >
Recommended 100% 3
Feature of users objects
It looks like Chatter is disabled in Great job! All your users have used Increase your user's productivity by
your org. Enable Chatter, then run Files in the past 30 days. Encourage enabling Path on 3 of your top 5
Optimizer again. users to start using Files to manage objects. Enable Path on these objects.
their documents.

TABLE OF CONTENTS
INCREASE ADOPTION SUMMARY
MONITOR LIMITS
OPTIMIZE & MAINTAIN Duplicate Management Omni-Channel > Macros >
INCREASE ADOPTION >
SUCCESS RESOURCES
Recommended Recommended
Was this helpful? 0 Feature Feature
duplicate rules
Your support reps might benefit from Your support reps might benefit from
Omni-Channel. Enable Omni-Channel macros. Enable macros for your
Your sales team might benefit from for your support reps. support reps.
duplicate management rules on
objects. Create duplicate and
matching rules to streamline your
records.

TABLE OF CONTENTS
Unsupported OBSERVATION
MONITOR LIMITS Browsers

Great job! Your users access Salesforce with supported browsers.
OPTIMIZE & MAINTAIN
INCREASE ADOPTION
Usage
IMPACT
Out-Of-Date Browsers Unsupported browsers don't give users the most stability and security when they work in
Inactive Chatter Users Salesforce.
Files Adoption RECOMMENDATION

Improve User Experience
Ask users to upgrade their browser to one that supports Salesforce's Lightning Experience.
SUCCESS RESOURCES
Supported Browsers Documentation Recommendations and Requirements for
All Browsers Documentation

TABLE OF CONTENTS
Out-of-Date OBSERVATION
MONITOR LIMITS Browsers

Great job! Your users access Salesforce with up-to-date browsers.
OPTIMIZE & MAINTAIN
INCREASE ADOPTION
Usage
IMPACT
Out-Of-Date Browsers Out-of-date browsers don't give users the most stability and security when they work in
Inactive Chatter Users Salesforce.

Ask users to upgrade to the latest version of a browser that supports Salesforce's Lightning
Experience.
SUCCESS RESOURCES
Supported Browsers Documentation Recommendations and Requirements for

All Browsers Documentation

TABLE OF CONTENTS
Inac ve Cha er OBSERVATION
MONITOR LIMITS Users

It looks like Chatter is disabled in your org. Enable Chatter, then run Optimizer again.
OPTIMIZE & MAINTAIN
INCREASE ADOPTION
Usage
IMPACT
Out-Of-Date Browsers If users aren't logging in and contributing regularly, your company might not be taking full
Inactive Chatter Users advantage of Chatter's benefits.

Remind users who haven't logged in to Chatter recently to check their accounts regularly. Monitor
your org's Chatter engagement with Chatter dashboards.
SUCCESS RESOURCES
Chatter Overview Documentation Chatter Basics for Users Trailhead
Success with Chatter

TABLE OF CONTENTS
Incomplete OBSERVATION
MONITOR LIMITS Cha er Profiles

It looks like Chatter is disabled in your org. Enable Chatter, then run Optimizer again.
OPTIMIZE & MAINTAIN
INCREASE ADOPTION
Usage
Out-Of-Date Browsers 0 of 0 users 0 of 0 users

Inactive Chatter Users don't have profile photos don't have “About Me” sections.
Files Adoption
Improve User Experience IMPACT
Users across your organization might have trouble finding who they need to talk to if users don't
SUCCESS RESOURCES have complete profiles.
RECOMMENDATION
Remind users who haven't completed their profiles to update their information. Monitor your org's
Chatter engagement with Chatter dashboards.
Chatter Overview Documentation Chatter Basics for Users Trailhead
Welcome to Getting Started with Chatter!

TABLE OF CONTENTS
Files Adop on OBSERVATION
MONITOR LIMITS
Great job! All your users have used Files in the past 30 days.
OPTIMIZE & MAINTAIN
INCREASE ADOPTION
Usage
IMPACT
Out-Of-Date Browsers If your users aren't using Files to manage their documents, your sensitive customer data might
Inactive Chatter Users be at risk. Salesforce Files are the best way to save, organize, and share files in Salesforce.
Incomplete Chatter Profiles Salesforce Files will continue to see improvements.
Files Adoption
Improve User Experience RECOMMENDATION
Remind your users about the benefits of using Salesforce Files to manage and collaborate on
SUCCESS RESOURCES documents and files in Salesforce. Let them know that Salesforce Files lets you share and
collaborate on files, store files privately, manage version updates, associate files with other
records, and connect to external file systems right from Salesforce.
If your org currently uses Documents, make time to move most of your documents to Files. Your
users will be more productive in Lightning Experience with all their files at their fingertips.
Salesforce Files Documentation Moving Documents to Salesforce Files

How to Successfully Transition to Lightning Circles of Success Webinar

TABLE OF CONTENTS
Path OBSERVATION
MONITOR LIMITS
Increase your users' productivity by enabling Path on 3 of your top 5 objects.
OPTIMIZE & MAINTAIN
INCREASE ADOPTION
Usage
IMPACT
Path Path guides your users along the steps in a process, such as working an opportunity from a fresh
Duplicate Management lead to a successfully closed deal.
Omni-Channel
Macros RECOMMENDATION
SUCCESS RESOURCES Determine whether to enable Path on these objects.
Guide Users with Path Documentation Path and Workspaces Trailhead
Customize a Sales Path for Your Team

Trailhead

Get Going with Lightning, Now! Video
OBJECTS THAT AREN'T USING PATH
Job_posting position
Review
TABLE OF CONTENTS
Duplicate OBSERVATION
MONITOR LIMITS
OPTIMIZE & MAINTAIN
Management
Your sales team might benefit from duplicate management rules on objects.
INCREASE ADOPTION
Usage
Path
Duplicate Management Duplicate Management helps your sales teams keep your leads, accounts, and contacts clutter
free.
Omni-Channel
Macros
RECOMMENDATION
SUCCESS RESOURCES
Create duplicate rules and matching rules to help your sales reps identify records that contain
similar information.
Manage Duplicate Records Documentation Duplicate Management Trailhead
Data Quality Trailhead

Become a Data Management Rockstar Circles of Success Webinar

TABLE OF CONTENTS
Omni-Channel OBSERVATION
MONITOR LIMITS
OPTIMIZE & MAINTAIN Your support reps might benefit from Omni-Channel.
INCREASE ADOPTION
Usage
Path
Duplicate Management Omni-Channel is a comprehensive customer service solution that lets your call center route
incoming work items—including cases, chats, and leads—to the most qualified, available agents
Omni-Channel
in your organization.
Macros
RECOMMENDATION
SUCCESS RESOURCES
Determine whether to enable Omni-Channel.
Omni-Channel for Administrators Deliver Omni-Channel Service Trailhead.

Documentation

Omni-Channel Routing Review Video

TABLE OF CONTENTS
Macros OBSERVATION
MONITOR LIMITS
OPTIMIZE & MAINTAIN Your support reps might benefit from macros.
INCREASE ADOPTION
Usage
Path
Duplicate Management Support agents who use Case Feed can run macros to complete repetitive tasks, such as
selecting an email template, sending an email to a customer, and updating the case status, all in
Omni-Channel
a single click.
Macros
RECOMMENDATION
SUCCESS RESOURCES
Determine whether to enable macros.
Set Up and Use Macros Documentation Create Macros in Lightning Experience

Documentation
Get Started with Macros Trailhead Automate Case Management Trailhead

Module
Welcome to Getting Started with Service Cloud!

Let Us Help You on Your Journey with Salesforce
You can choose how to engage with us.
SUCCESS Your plan: Standard
PLAN
RESOURCES Do It Myself Show Me How
Explore and set up Salesforce features Let us help you get set up in the
with Trailhead . Getting Started Trailblazer Community.
Find answers about features and Stay up to date on the latest and
products in the Salesforce Help . greatest Salesforce features in the
Release Readiness and Feature
Connect with experts, get best
Adoption Trailblazer Community.
practices, and follow trails with the
Success Journey Hub . Join Salesforce experts who can help
you get set up in our Q&A Office Hours
Join more than two million other users
webinar.
in the Success Community.
Attend a virtual event or webinar.
Learn more about getting up and
running with Lightning Experience. Register for an Ask Salesforce
Anything webinar.
Find answers to questions in the
Trailblazer Community. Find user groups near you .
Get a visual tour of Salesforce features Register for a five-week engagement to

with our videos. prioritize your to-do list and execute key
tasks with Optimizer Rescue.
THANK YOU
Thank you for using Salesforce Optimizer! We're grateful to have you as part of the
Salesforce family, and we look forward to helping you and your company achieve more
with your implementation.
We want to hear your feedback! Was this report useful? How can we improve? Post your
comments to our Success community, and tag it with #OptimizerReportFeedback to hear
from us!
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Salesforce and the “no software” logo are registered trademarks of salesforce.com, inc., and
salesforce.com owns the registered and unregistered trademarks. Other names used herein
may be trademarks of their respective owners.
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United States General Enquiries: 415-901-7000 | Fax: 415-901-7040 | Sales: 1-800-NO-
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SALESFORCE

What's in This Report? Impact Scale Accelerate Your Path to

How Do I Use This Sign up for the Optimizer webinar.

Report? A red icon indicates that a feature doesn't

CONTENTS ORG LIMITS

File Storage Limit

Data Storage Limit News and Twitter

User Logins >

1 users haven’t logged in lately.

Was this helpful? 3

Salesforce Optimizer Report

Static Resource Limit

SUCCESS RESOURCES IMPACT

Monitor Data and Storage Resources Data Management Trailhead

Top Success Resource View All

Data Management Rockstar Circles of Success Webinar

Salesforce Optimizer Report

MONITOR LIMITS Limit

Static Resource Limit

Data Loader Documentation Data Management Trailhead

Top Success Resource View All

MONITOR LIMITS Limit

Data Storage Limit

Top Success Resource View All

MONITOR LIMITS Limit

Custom Field Limits NUMBER OF

Active Workﬂow Rule Limits

Salesforce Optimizer Report

OPTIMIZE & MAINTAIN Top Success Resource View All

Salesforce Optimizer Report

MONITOR LIMITS Rule Limits

Active Sharing Rule Limits

Active Validation Rule Limits

OPTIMIZE & MAINTAIN

Salesforce Optimizer Report

Active Validation Rule Limits

Salesforce Optimizer Report

MONITOR LIMITS Rule Limits

Active Workﬂow Rule Limits

SUCCESS RESOURCES IMPACT

Salesforce Optimizer Report

Active Workﬂow Rule Limits

Top Success Resource View All

Salesforce Optimizer Report

MONITOR LIMITS Rule Limits

Active Sharing Rule Limits

Active Validation Rule Limits position

SUCCESS RESOURCES < 20: BEST PRACTICE

Salesforce Optimizer Report

Active Sharing Rule Limits

Active Workﬂow Rule Limits

Top Success Resource View All

Salesforce Optimizer Report

Unused Reports > Unused Dashboards > Unassigned Page

Was this helpful? 0 22 3

Replacing Related Lists News and Twitter > Lightning Components

Administrator Unassigned Roles > Unassigned Custom

Salesforce Optimizer Report

Formula Fields with Multiple Apex Triggers API versions >

You have 60 code elements that use

Salesforce Optimizer Report

Convert Attachments to Notes and Attachments

Salesforce Optimizer Report