Salesforce Optimizer
Free native app that generates a health report covering automations, data skew, API usage, and security settings. Flags common mistakes like duplicate workflows or missing validation. No install required.
Why it ranks here
- Free and native; fast baseline audit
- Covers more than metadata: performance, limits, security
- Good starting point for orgs without governance tools yet
Where it sits
- Free baseline that everyone should run at least once
- Less comprehensive than Sonar or Elements; no dependency mapping
- Better starting point than Setup Audit Trail for org review
How GTM Systems teams use it
- Run quarterly health checks and share reports with leadership
- Triage findings and escalate complex issues to paid tools for deeper analysis
- Onboard new admins by reviewing Optimizer output together
- Benchmark org complexity before planning a refactor or migration
In-depth notes
- Free; included in every Salesforce org
- Report is static PDF; no drill-down or live dashboard
- Recommendations are generic; does not account for business context
- Some teams ignore it because findings are obvious to experienced admins
- Good for proving to leadership that cleanup is needed
Best for
New admins or orgs without budget for paid governance tools
Avoid if
You already have Sonar or Elements; Optimizer will tell you less
The rest of Documentation & governance
Elements.cloud Leader Metadata analysis plus process mapping; ties org config to documented business processes #3 
Metazoa Snapshot Strong Metadata backup and comparison tool with dependency views and field usage reports #4 
Sweep Strong Visual process mapping tool that auto-generates flow diagrams from Salesforce automations #5 Field Trip Strong Field usage analytics; shows which custom fields are actually used in records and reports #7 
Salesforce Security Health Check Situational Native security audit tool that scores org against Salesforce baseline security standards #8 Config Workbook Situational Excel or Google Sheets template for manually documenting Salesforce configuration and business processes #9 
Salesforce Data Dictionary Niche Native in-app metadata browser showing field definitions, dependencies, and usage Learning guide
Setup
Open Optimizer from Setup (no install), run the scan, then review the generated PDF report covering automations, data skew, API usage, and security.
First thing to build
Run your first quarterly health check, triage the findings, then escalate complex issues to paid tools for deeper dependency analysis.
What actually matters
- Scans automations, performance, limits, and security settings
- Report is static PDF; no drill-down or live dashboard
- Recommendations are generic; does not account for business context
- Refresh by running a new scan manually
Watch out
Recommendations are obvious to experienced admins; the report is more useful for proving cleanup is needed to leadership.