2 VER DISCO Customer Org/Platform Assessment Assess the current state of the customer's platform, including areas such as capacity, performance, usage, security, and more before starting your project. In a Salesforce core context this is referred to as an "Org Assessment". How To Perform An org assessment is an analysis of the assets deployed to a org (production or sandbox) and their usages. It may sometimes also be referred to as a Performance/Platform Assessment. The scope of the analysis might include the following topics: Run “Org Assessment” ● Response times The Salesforce Optimizer app analyzes features in an interactive and actionable ● Limits reach format. Quickly identify issues that require immediate attention by using the ● Usage sortable list view. Read through expert Salesforce recommendations to plan ● Quality next steps OR Request a personalised coaching session here > (customer must have a premier or signature Salesforce success/support plan and partner ● Security must be a designated contact on the customer org to request a coaching ● Architecture session on behalf of the customer via a support case.) ● Data model ● Integrations How to Enable & Run Salesforce Optimizer Reports > Roles involved performing the org assessments are: Know your Customers Salesforce Success Plan + Request ● The Technical Architect or the Program Architect Designated Contact Permissions > ● The Customer Salesforce Admin/IT Lead