Why do you need to focus on Salesforce Optimizer today? If you’ve ever noticed your Salesforce org getting sluggish or tougher to maintain, you’re not alone. Over time, nearly every Salesforce org picks up technical debt: old customizations nobody uses, inactive user accounts, and workflows that no longer fit the team.
Salesforce Optimizer was built to tackle these exact issues. Its job was to scan your setup, spotlight performance bottlenecks, and flag tidy-up projects. Admins and teams turned to it whenever they wanted their orgs to feel lighter and more resilient.
But here’s the twist: Salesforce just announced that Optimizer will be retired at the close of 2025. If you manage your company’s CRM, you should read that sentence again. This isn’t just a feature going dark; it’s a signal you can’t ignore.
This blog explains what Optimizer does, why it was indispensable, and what you should do before it slips away. Whether you’re staring down a pile of unused fields or counting down to your next audit, the moment to jump in is right now.
Salesforce Optimizer is a handy tool designed to keep Salesforce orgs tidy, quick, and easy to manage. Its primary role? To scan your entire setup, spot trouble spots, and recommend fixes.
Rather than waiting for something to break, Optimizer ran quietly in the background. It tracked unused fields, inactive users, old workflows, and reports no one had opened in months. Then, it delivered easy-to-understand guidance on what to fix or remove.
For admins, the tool was a smart way to tackle technical debt. No longer did they have to guess where trouble might be; the report highlighted the most pressing issues. Business leaders, in turn, gained peace of mind knowing the system was lean, fast, and ready for the next stage of growth.
In short, Salesforce Optimizer allowed organizations to take charge before issues piled up. That proactive approach is what made it a genuine game-changer.
If you’ve worked with Salesforce Optimizer, you’ve probably noticed it comes in two formats: the Salesforce Optimizer Report and the Salesforce Optimizer App. Both are tools to smooth out and smarten up your Salesforce org, but they each have their own flair.
Here’s a quick side-by-side to show you what’s what:
So, when to pull out each? Grab the Salesforce Optimizer Report if you want a speedy sense of your org’s health or if you need a tidy PDF for meetings. Choose the Salesforce Optimizer App to keep an eye on your org, dive into specifics, and fix things right when you see them.
Salesforce Optimizer is more than a tool; it’s a steady, behind-the-scenes partner for every admin, quietly ensuring the org always runs at its best. Here are the standout features that turned it into a must-have for managing every Salesforce instance.
The Optimizer went to work all on its own, scanning the entire org regularly without any tricky setup. It looked at custom fields, validation rules, workflows, and storage limits all at once. This meant teams could catch small hiccups early, stopping them from growing into headaches later.
The magic came when it flagged a problem and then handed you a to-do list. Call it a personal cheat sheet for org health. Whether it spotted unused fields, dormant profiles, old login history, or a mountain of reports, Optimizer listed exact fixes to tackle right then and there.
Thanks to colorful charts and dashboards (especially in the mobile app), Optimizer turned raw data into pictures that told the story. Even team members who didn’t live in Setup could see the story and rally for the clean-up or changes that kept the org polished.
Optimizer slid into daily routines without a hitch. If you were getting ready for a launch, tidying up legacy code, or wrapping up your yearly check-in, it turned into a trusted companion. You could lean on it to make better choices without relying on hunches.
Keeping your Salesforce org running smoothly isn’t a set-it-and-forget-it task. It’s a living process, and the Optimizer is your best ally for the long haul.
So, when exactly should you hit the run button? Seasoned pros have a few smart moments in mind:
When you make Optimizer runs a staple of your governance calendar or maintenance checklist, you turn data into decisions and keep your organization light and nimble. The habit nips long-term nightmares in the bud, stuff like leftover fields, ghost reports, and inactive users that pile up when no one’s looking.
In short, run the Optimizer on a rhythm, and you keep your org tidy, organized, and ready for whatever comes next.
Haven’t tried Salesforce Optimizer yet? Now’s your chance. It’s simple to enable and run, and it won’t be around forever. Here’s a quick guide to jump in.
After you do this, the app scans your org and lists findings along with suggested fixes.
Want a one-time report instead? You can get it in PDF:
These steps can help to share findings with your team, stakeholders, or leadership.
Quitting Salesforce Optimizer without a backup plan isn’t just dropping a nice-to-have tool; it’s losing your sense of direction.
Here’s what’s at stake:
These risks grow fast in bigger organizations. More users mean more chances for things to go wrong, and custom changes can multiply problems overnight. Optimizer once shined a light on what needed fixing and laid out a simple path to get it done. Without that light, you’re navigating a complex maze blindfolded.
Salesforce has announced that the Optimizer will reach its end-of-life in the Winter ’26 release. After March 31, 2025, the feature will no longer come in fresh orgs. With that timeline now in sharper focus, here’s how to steer your team smoothly into the next chapter.
Before the tool exits the stage, pull your final Salesforce Optimizer Report or the App dashboard. Export it, archive it, and don’t skip the step of storing it somewhere your team can find later. That document will serve as your organization’s last sanity check and a baseline for any future clean-up projects.
Although Optimizer won’t be around, Salesforce has a toolkit of built-in friends ready to step into the spotlight:
Getting used to these tools now will pay dividends in craft and compliance long after Optimizer has moved on.
For even sharper analysis and ongoing clean-up, you might look into these established solutions. Elements Cloud, Gearset, and Strongpoint shine at spotting unused metadata, hunting down old automations, and ensuring your org stays tidy month after month. Salesforce Ben and Salto also provide flexible options for continuous improvement without reinventing the wheel.
Make a simple guide or a light auto-tooling workflow to fill the gap left by Optimizer. Your checklist should include:
Look at the Optimizer retirement as your cue to rethink org management. Blend Salesforce’s built-in features, the best third-party apps, and a smart governance approach for better control, flexibility, and long-term ROI.
The sunsetting date is coming up, so the smartest move is to set your plan in motion now. That way, you’ll roll into a cleaner, leaner, and future-ready Salesforce without missing a beat.
Salesforce Optimizer is on the way out, but a tidy, efficient, and cost-smart org is still a must-have, not a nice-to-have. If you keep pushing audits down the road, you’ll only wind up with sneaky inefficiencies, bloated budgets, and technical debt that stacks up like laundry.
Take charge now. Bake regular health checks, license audits, and performance reviews into your governance calendar. Tools may come and go, but the need to see what’s really happening in your org stays the same.
Before Optimizer shuts down, whip your org into shape. Let PixelConsulting help you nail the transition and keep your Salesforce setup future-proof.
Salesforce Optimizer is a smart, built-in tool that scans every corner of your Salesforce org. It checks for ways to make performance, security, and user experience even better, and then gives you clear tips to make it happen.
Optimizer looks for features you’re not using, setups that could slow things down, and spots that need a little TLC, like login history, unused fields, automation rules, and more.
Absolutely! Optimizer comes at no extra cost; it’s included with your regular Salesforce subscription.
Yes, Salesforce is planning to retire Optimizer soon. That’s why it’s a good idea to run it now and get ready for the next tool that will take its place.
The Optimizer delivers a handy report, or an app dashboard packed with easy-to-read graphs, helpful suggestions, and step-by-step recommendations for tidying up and strengthening your Salesforce instance.
Tackle the Optimizer every three months, or whenever big stuff happens, like a fresh feature launch, a new set of users coming on board, or a major system upgrade.
Head to Setup, click on Optimizer, and then just follow the prompts. Make sure your admin profile has the needed permissions.
After you’ve enabled it, you can either kick off the report feature or pop open the Salesforce Optimizer App. Both options show custom insights designed just for your organization.
After it goes, you can switch to Health Check, DevOps Center, or use third-party options like OwnBackup, Elements, cloud, or Sonar
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