Salesforce Admin Webinar about 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

8. Introduction to
Salesforce Optimizer

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

12. Demo: Salesforce
Optimizer

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

25. Transition to
Lightning Experience

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

29. Q&A
bit.ly/AdminWebinarGroup
Survey
bit.ly/awsurvey-optimizer
Slides
bit.ly/aw-salesforceoptimizer
Wrapping Up