SALESFORCE OPTIMIZER AND DIAGNOSTIC WORKBOOKS SERVE DIFFERENT REVIEW NEEDS.

WHAT SALESFORCE OPTIMIZER COVERS — AND WHERE IT STOPS.

Salesforce Optimizer is a native tool that runs inside Setup. It produces a report across field usage, page layout complexity, automation volume, user adoption metrics, and Salesforce best-practice recommendations. It is designed for periodic org health assessment and Salesforce Success Plan conversations.

What it does not produce is a structured, reviewer-ready workbook. The output is an HTML report — useful for a top-level summary, less useful when you need to share cleanup candidates with a stakeholder, annotate fields for discussion, or use the output as a formal discovery artifact in a consultant engagement.

That is the gap KeelCadence fills. The diagnostic workbooks are XLSX files — structured for review, shareable, annotatable, and formatted to support a specific task: field cleanup review, access review, automation inventory before changes, or object readiness before import.

HOW THE TWO APPROACHES DIFFER.

THEY ARE NOT COMPETING — THEY WORK AT DIFFERENT TIMES.

Salesforce Optimizer is useful for a periodic org health check, especially if you want Salesforce-native best-practice guidance or a broad picture of where your org sits against platform recommendations.

KeelCadence workbooks are useful for specific review tasks that require a structured output: preparing for a field cleanup discussion, running an access review before a compliance check, inventorying automation before a handoff, or reviewing object readiness before an import. Both can be used in the same org — they address different needs.

RELATED GUIDES.

• Where KeelCadence Fits in the Admin Tool Stack — how diagnostic workbooks sit alongside other Salesforce admin tools.
• Salesforce Org Assessment Tool Guide — what a structured org assessment covers.
• Salesforce Metadata Audit Tool — what metadata-first review covers before cleanup.
• Diagnostic Tool Security Checklist — how to evaluate any diagnostic tool's trust posture.
• All Resources

FREQUENTLY ASKED QUESTIONS.

What does Salesforce Optimizer do?

Salesforce Optimizer is a native Salesforce tool that analyzes your org and generates a report covering areas like field usage, page layouts, automation, and user adoption metrics. It is designed to surface general org health signals and Salesforce best-practice recommendations — particularly around adoption, configuration complexity, and platform limits.

How is KeelCadence different from Salesforce Optimizer?

Salesforce Optimizer is a broad org health report with adoption and best-practice focus. KeelCadence produces structured, exportable diagnostic workbooks in XLSX format — purpose-built for field cleanup review, permission and FLS access review, automation inventory, and selected-object record readiness. The two tools address different phases and output types: Optimizer surfaces a summary report; KeelCadence produces a workbook formatted for structured admin review.

Does KeelCadence replace Salesforce Optimizer?

No. They serve different purposes. Salesforce Optimizer is a native tool with broad org health scope. KeelCadence produces focused diagnostic workbooks for specific review tasks — field cleanup, access review, automation inventory, import and UAT readiness. Many admins use both: Optimizer for periodic health checks, KeelCadence for review-ready workbooks before specific change work.

When should I use a diagnostic workbook instead of Salesforce Optimizer?

When you need a structured, shareable artifact for a specific review. If you are preparing for field cleanup with a stakeholder, running an access review before a compliance check, inventorying automation before a merge or handoff, or reviewing object readiness before an import — a formatted workbook is more useful than a static HTML report.

Do I need to install a Salesforce package to use KeelCadence?

No. KeelCadence does not require a Salesforce package install, Connected App, or persistent OAuth token. The diagnostic runs read-only for the session. Salesforce Optimizer, by contrast, runs natively inside Salesforce Setup. The two tools have completely different access models.

What format does KeelCadence export?

KeelCadence produces XLSX workbooks — structured Excel-compatible files that can be shared with stakeholders, used as discovery artifacts, annotated offline, and turned into cleanup or access review plans. The on-screen results summary is free; the full XLSX workbook is a paid export.