A blog dedicated to Salesforce Ohana

Salesforce Optimizer - Spring 17 New Feature

Salesforce introduced the new feature in Spring'17 - Salesforce Optimizer. This is really a nice tool which will evaluate your implementation in terms of the Salesforce features you are using and then identifies the ways to improve the implementation.

We all know that continuous improvement is very important, but in reality driving that continuous improvement sometimes becomes a challenging task. In my Salesforce experience, I faced the below problems when it comes to improvement -
  • I know I need to do improvement, but where is the time? Where to start from?
  • I really need trustworthy tools and guidance to help me driving the improvement
  • I need to convince business in terms of the importance of improvement.
  • I don't want to go to bed every day with the worry that I may be missing something which might break my implementation tomorrow.
That's quite a lot!! 
But now with Salesforce Optimizer, I have the answer to all of my doubts, questions.

Salesforce Optimizer is available in 
  • Classic and Lightning Experience
  • Professional, Enterprise, Performance, Unlimited and Developer Editions
  • Sandbox and Production Environments.
To access Salesforce Optimizer, you need below permissions -
You can find the documentation here -
Salesforce Optimizer Documentation

You will find the Salesforce Optimizer under Setup | Monitor | Optimizer 

Once you click on the Optimizer, on the next page, you need to Launch Optimizer by clicking on the Launch button.

Salesforce will generate the report and send the report to your email address.

Once you will open the report, you will find the report on the below features -

If the implementation is as per the best practices, you will find -

If the implementation is not as per the best practices and needs improvement, you will find -

I really love this new initiative from Salesforce, though there are many scopes of improvements in terms of items to be covered in the report. It will be really great to have Apex Class, VisualForce Page, Test Class included in the report.

There is a success community where we can provide our feedbacks using #OptimizerReportFeedback.

Please let me know if you are using this new feature and what is your comment on this. 
Wishing you a nice weekend.  


Salesforce Advanced Administrator Certification Tips

I took Salesforce Advanced Administrator certification exam on 31st Jan'17 and cleared it. In this post, I am going to write down how I approached this certification and my study materials as well.
First, to start you, you need the Salesforce Advanced Administration Certification guide. You can download the same from here. The exam format is -
  • Number of questions: 63
  • Type of questions: Multiple-Choice
  • Passing Score: 65%
  • Time: 90 Minutes
So basically you need to answer ~41 questions correctly. 
Note - You need to clear Salesforce Certified Administration Certification before this certification.

I followed the below strategy by reviewing the certification guide and bucketing the items based on their weightages. This is the formula I followed, topics with more than 10% weightage are my priority items and rest of the items are kind of last minute items to check.

With the above strategy, I came up with the below list -
  • Security and Access
  • Sales Cloud Applications
  • Service Cloud Applications
  • Data Management
  • Change Management
  • Analytics, Reports and Dashboards
  • Process Automation
But definitely, I was not sure whether I can answer all the questions correctly from above lists. So my backup plan was to make myself comfortable with the below items as well -
  • Extending Custom Objects and Applications
  • Auditoring and Monitoring
These two sections are comparatively very easy and easily you can answer all the questions correctly. The only section which I was not sure and didn't put any effort at all was - Content Management. Note - I got 2-3 questions from this section in the actual exam.

Study Material:
I started with Partner Training - Administrator Essentials for Experienced Admin (ADM 211). I will highly recommend you to go through this training if you have access to it. The entire training is very much focused. It is my experience that if you can complete these training, 80% of your preparation is done. This training will not cover the Service Cloud part of the certification. But if you have access to Partner Training, there is another training which you should consider as well - Service Cloud for Admin.

But if you don't have access to the partner training, you can concentrate on the below study materials to understand the concept needed. I am writing them below -
I have mentioned all my study materials at the top. Apart from studying individual concepts, I tried to practice the same in my developer org. Practicing the items in your developer org will help you to understand the concept. Remember - Salesforce Advanced Administrator Certification is all about how much you are comfortable with concepts and have you done implementation before on those concepts? So practicing in your developer org will give you that extra edge for sure.

Finally, I have completed few Mock Exams to understand my readiness. Again, don't trust any of the Mock Exam. Use them to understand which section of the exam you need to put more effort. Repeat this same step multiple times until and unless you get the answer - YES for the question - AM I READY FOR THE EXAM?

Below are few Mock Exams I used -

- Sudipta

Feel free to add your comments and add resources which helped you. 

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