Download Salesforce Optimizer Report 2021 May 2026

Because the standard PDF report is being retired, users now primarily interact with the data within the Salesforce interface or export specific datasets for offline analysis. Output Format Interactive UI Real-time troubleshooting and prioritization. Manual Export (XLS) .xls file Historical trending and custom data analysis. Legacy PDF Report High-level executive summaries (where still supported). Steps to Run and Export the Report PDF Report for Salesforce Optimizer Is Being Retired

The is a critical tool for administrators to assess the health of their Salesforce organization. While it originally functioned as a downloadable PDF, Salesforce has transitioned this feature into an interactive Lightning app . How to Access and "Download" Salesforce Optimizer Data download salesforce optimizer report