Why should you monitor your Salesforce Org?
By monitoring your Salesforce org, you’ll be able to identify issues, report them to Salesforce or your own team, and get quicker resolutions. From Apex classes failing, Case create errors troubling your Service Team, to Opportunities that can’t be ‘closed’ because of unmanaged exceptions, it’s vital to set up a proper Monitoring solution.
What is event monitoring in Salesforce?
Event Monitoring provides the audit log files from Salesforce. These logs contain information about nearly 50 unique, user-generated events. Event Monitoring logs provide access to answers for pressing questions such as: Are departing employees exporting sensitive data?
What is monitor user activity in Salesforce?
Monitoring user activity helps you proactively safeguard your Salesforce org by identifying suspicious actions and addressing them, reducing your technological attack surface. Regulated industries like healthcare and financial services follow compliance frameworks that require user activity monitoring.
What can you do with Salesforce?
From products aimed at sales, marketing, analytics and more, Salesforce has a solution for virtually everything. But how do you track the time your employees spend on any of those Salesforce solutions?
Does Salesforce track employees?
Salesforce on Tuesday rolled out updates to its online learning platform Trailhead, including a reporting feature that enables companies to track its employees' progress on the platform.
Does Salesforce track time?
With Salesforce time tracking, you can see hours scheduled, completed and remaining for each task, with hours broken down into billable, non-billable and overtime.
Can Salesforce track productivity?
Helps You Identify Issues With Productivity When you use a time tracking system, it allows you to see how your employees are faring with their tasks in Salesforce.
Does Salesforce have GPS tracking?
The Salesforce Maps App allows users with Maps Live licenses to activate and deactivate live location tracking through their mobile device.
What is Salesforce tracking?
Sales Cloud email tracking helps your sales team stay up to date by instantly capturing new email leads and adding them to your Salesforce CRM. Reps get a complete view of all customer interactions, where customers are in the sales process, and when they should follow up with existing leads.
How do I log hours in Salesforce?
From Setup, enter Profiles in the Quick Find box. Select Profiles, and then select a profile.In the Login Hours related list, click Edit.Set the days and hours when users with this profile can log in to the org. To let users log in at any time, click Clear all times. ... Click Save.
How do I create a timesheet in Salesforce?
Get Started with Time SheetsIn the Object Manager, enter Time Sheet in the Quick Find box, then select Time Sheet.Select Page Layout | Time Sheet Layout.Under Time Sheet Detail, add or remove fields. Up to four fields can be shown on the Field Service mobile app.Click Save.
How do I create a timer in Salesforce?
Go to 'Business Hour Settings' page and set the Theme of the Count down timer from the drop down section.You can select the 'Basic' theme.You can also select the 'Styleable' theme from the drop down.You can Set the Countdown Mode from the dropdown.
How do I integrate Clockify in Salesforce?
How Clockify + Salesforce Integrations WorkStep 1: Authenticate Clockify and Salesforce.Step 2: Pick one of the apps as a trigger, which will kick off your automation.Step 3: Choose a resulting action from the other app.Step 4: Select the data you want to send from one app to the other.That's it!
How do I turn off location tracking in Salesforce?
From Setup, in the Quick Find box, enter Permission Sets , and then select Permission Sets. Create a new permission set for users that you want to exclude from geolocation tracking. Give the permission set a label and under License, select Field Service Mobile. Save the permision set.
How do I enable my live location?
Share your live locationEnable location permissions for WhatsApp in your phone's Settings > Apps & notifications > Advanced > App permissions > Location > turn on WhatsApp. ... Open an individual or group chat.Tap Attach > Location > Share live location.Select the length of time you'd like to share your live location.More items...
Why do you need to monitor Salesforce?
In addition to monitoring to improve the productivity of your sales team and other teams within your business, you need to monitor to keep custom code errors from slowing Salesforce down. If you monitor your custom code, you’ll be able to identify issues, report them to Salesforce or your own team, and get quicker resolutions.
Does Salesforce need to monitor performance?
Salesforce is a third party, so you’ll need to monitor performance to determine if the problem is theirs or yours. You need to monitor your entire infrastructure. Otherwise, you can’t be sure of a problem’s source.
Salesforce-specific Performance Challenges to Watch For
Salesforce’s complex functionality and the number of possible integrations offer a huge amount of potential, yet also presents a series of potential performance-related challenges. These include:
The Necessity of Digital Experience Monitoring for Salesforce
As with any SaaS application, IT is in a challenging position: they are held accountable for every performance issue that occurs, yet they lack control over the Salesforce infrastructure.
2. What does Salesforce do?
Bet Astro wishes they had a nickel for every time this question came up. The company has evolved and grown so much since it was founded in 1999 — and as its size and scope have increased, so has the complexity of this answer.
3. How much information does Salesforce process in 24 hours?
Salesforce brings companies and customers together. In other words, it powers trillions of business-to-business (B2B) and business-to-consumer (B2C) interactions.
5. Where does Salesforce operate around the world?
Salesforce operates in 84 cities, with 110 offices around the world. There are eight Salesforce Towers currently (in Atlanta, Dublin, Indianapolis, London, New York, Paris, San Francisco, and Tokyo) with another two in development (Salesforce Tower Sydney and Salesforce Tower Chicago).
6. How tall is the Salesforce tower in San Francisco?
1,070 feet. Opened in 2018, the Salesforce Tower in San Francisco is 61 stories and 1.4 million square feet of office space.
7. How diverse is Salesforce?
Last year, Salesforce set a goal to have 50% of its U.S. employees from underrepresented groups (Women, Black, Latinx, Indigenous, Multiracial, LGBTQ+ employees, People with Disabilities, and Veterans)by 2023.
8. How much has Salesforce spent to ensure equality in employee salaries?
Salesforce has spent $16 million to date to ensure equal pay for equal work among its global workforce. In 2015, the company committed to investigating and addressing any gender pay gaps.
9. How is Salesforce a sustainable company?
In 2021, Salesforce achieved net zero across its full value chain and reached 100% renewable energy. This means Salesforce has purchased enough renewable energy to match all electricity it uses globally.
Why is wellbeing important in Salesforce?
Providing wellbeing resources helps maintain employee engagement and build resilience.
Why is HR important?
While HR has always been responsible for crafting benefit programs, it’s essential to support employees beyond standard healthcare benefits. HR and IT can show that the company cares in a new way: offer wellbeing resources that can be accessed from anywhere.
Why should metadata changes be monitored daily?
Metadata changes should also be monitored daily to ensure no malicious or flawed code has been pushed into production. Salesforce Admin (s) should be looking at all new code and examining if anything unexpected has occurred. As an example, if an employee pushes a new piece of code into Salesforce that causes data to pass into another platform, the Salesforce Admin would want to catch and reverse that change as soon as possible. This may be a violation of governance, policy, or security certification. (Example: HIPAA or SOC2)
Is it easier to install an app in Salesforce?
With the rise of OAuth, it’s easier than ever before for employees to install an App in Salesforce. This is problematic because not all employees understand (nor should they be expected to) all the factors that are taken into consideration when vetting if a 3rd party application should have access to Salesforce.
1. Application Logging Framework
To promote good error handling practices, reuse and provide a framework for handling common coding patterns, the Salesforce Cloud Services team shared a wonderful tool called Application Logging Framework on GitHub, which can be used as framework baseline and extended with Events.
2. Tooling API
Use Tooling API to build custom development tools or apps for Lightning Platform applications. Tooling API exposes metadata used in developer tooling that you can access through REST or SOAP. You can use this API to retrieve Apex Code Coverage, Apex Test Result, Entity Limits and other metadata related information. Tooling API Object List
4. Setup Audit Trail
With Setup Audit Trail you can proactively check any metadata change performed by Users in your org.
6. Salesforce Optimizer
Salesforce Optimizer analyzes your implementation to determine ways that you can simplify customizations and drive adoption of features. After analyzing your org, it provides you with an extensive report.
7. System Overview
System Overview provides a summary of key usage data for your org. It’s a one-page dashboard where you can also add system overview messages to your home page. These messages appear when your organization approaches its usage limits.
8. Apex Exception Emails
Set the email addresses that receive notifications when your Apex code encounters unhandled exceptions. Emails can be sent to your Salesforce org’s users and to external email addresses.
10. Paid Solutions
Salesforce Shield’s Event Monitoring is a great product to gain access to detailed performance, security, and usage data on all your Salesforce apps. Every interaction is tracked and accessible via APIs, so you can view it in the data visualization app of your choice.
Why is Salesforce important?
Here are three key reasons why: 1. Get A Grasp On Project Progress And Improve Transparency.
How many clients does Salesforce have?
It has grown into a company that caters to over 150,000 clients worldwide — including tech giants like Google. Salesforce offers several cloud-based products that focus on sales, marketing, customer service, and commerce – used by companies in industries like: Banking and Finance. Communications.
How to install time tracker on Salesforce?
Here’s how you can install an automatic time tracker from the Salesforce AppExchange: Step 1. Log in to your Salesforce account and go to the Salesforce AppExchange. Step 2. Search for Time Tracker and click on an app of your choice. Step 3. Click on Get It Now and select the environment type you want to install it in.
What is Salesforce platform?
The Salesforce platform is a collection of productivity software that’ll help you automate various aspects of your business. From products aimed at sales, marketing, analytics and more, Salesforce has a solution for virtually everything.
Why do clients expect you to execute tasks with perfect time management?
Clients expect your business to execute tasks with perfect time management because they don’t want to waste their money. So whenever a client asks why a project took so long, you can always produce a report from your time tracking system to show them which tasks were time-consuming. 2.
How to add Time Doctor to Salesforce?
Here’s how you can add the Time Doctor extension to Salesforce: 1. To use the Time Doctor 2 Chrome extension, ensure that you’re using the interactive (not silent) version of the Time Doctor desktop software. Now, enable the Projects & Tasks feature in Settings > Company Setting. 2.
Does Salesforce have a time tracking system?
Instead, using a time tracking system in Salesforce can help you identify which tasks are being completed on time and which tasks are taking longer than expected.
