Get actionable recommendations to help you resolve issues and improve processing time.
Required Editions
| Available in: All Account Engagement Editions |
| User Permissions Needed | |
|---|---|
| To use Optimizer: | Account Engagement Administrator role or a custom Account Engagement role with these user permissions: View Optimizer, View Pending Table Actions, Delete Automation Rules, and Delete Lists |
-
Open Optimizer.
- In Account Engagement, select Admin and then select Optimizer.
- In the Lightning app, select Account Engagement Settings and then select Optimizer.
- Review the tables and act as needed.
To pause and prioritize actions, use the table action manager in the Maintenance Resources section.