When assessing whether to use NPSP in the same Salesforce environment or a new one, which tool should be used?

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Using the Salesforce Optimizer is a strategic choice when determining whether to deploy the Nonprofit Success Pack (NPSP) in an existing Salesforce environment or a new one. This tool provides important insights into the usage and performance of your Salesforce org, which is crucial in evaluating its readiness to accommodate NPSP.

Salesforce Optimizer analyzes various aspects of your org, such as data model, configuration, and performance issues. It highlights areas that may need improvement or adjustment before implementing NPSP, ensuring that the existing environment can effectively support the additional functionality and features of the package.

In contrast, other tools such as the Lightning Experience Migration Assistant focus on transitioning users from Classic to Lightning, and the Setup Audit Trail documents changes made in the Salesforce setup, providing a historical log but not addressing the readiness for NPSP specifically. The NPSP Health Check, while useful for assessing the current setup of NPSP, does not provide a broader evaluation of whether the overall Salesforce environment is suitable for NPSP implementation compared to the comprehensive insights offered by the Salesforce Optimizer.

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