how to analyze salesforce instance

What is Einstein analytics in Salesforce?

Salesforce Einstein Analytics (formerly known as Wave) is a cloud-based platform for connecting data from multiple sources, creating interactive views of that data, and sharing those views in apps. It's a better way to distribute insight to business users so they can understand and take action on changing information.

What can you do with your Salesforce data?

You can examine your Salesforce data in almost infinite combinations, display it in easy-to-understand formats, and share the resulting insights with others. Dashboards help you visually understand changing business conditions so you can make decisions based on the real-time data you have gathered with reports.

What is Salesforce reporting and analytics?

After clicking around Salesforce documentation, Trailhead, and the Trailblazer Community, she discovers that Salesforce offers an entire suite of reporting and analytics tools that can help Ursa Major understand and act on their service data. Reports give you access to your Salesforce data.

What are the Salesforce services?

The Salesforce Services may also include some functionality that works with the Org but is hosted on separate infrastructure, such as the Einstein Features. At Salesforce, trust is our #1 value and our data center strategy supports the company's commitment to run the most secure, trusted, reliable, and available cloud computing service.

How do I analyze a Salesforce org?

You can check out the Org Impact Analysis report which is the overview of the Org. You can navigate around the metadata dictionary and you can drill into any metadata item, such as an object, so see the related metadata – fields, flows, record types – and the detailed analysis.

How do I know my Salesforce instance?

To check instance name in this case, log in to Salesforce as an Admin (or if you have permission to view setup) and navigate to Setup -> Company Information. You can find your Salesforce instance in the right column below Organization Edition.

How do Salesforce instances work?

Your Salesforce instance refers to the server that your Salesforce organization lives on. Many Salesforce orgs (also referred to as an “instance”) live together on the same server, a method of server management called “multi-tenancy”. As opposed to one system living on one server, many instances live on one server.

How do I check Salesforce performance?

How to Measure the Performance of Salesforce OrgAdd an EPT Counter to the header of your App.Use the Lightning Usage App to view page and browser performance.Build a custom report using Lightning Usage App objects.Use the Event Monitoring Analytics App to monitor performance with event types.

What is Salesforce instance type?

Instance Types. There are four instance types: Sandbox, Staging, Development, and Production. Depending on the type, the instance is either in the realm's primary instance group (PIG) or a secondary instance group (SIG). Used by customer developers to create and update storefront code.

How many instances can I have in Salesforce?

Salesforce Instance or POD Each customer is allocated to one and only POD and that is where their data resides. As of July 2014, there are currently 21 Instances in North America, 2 in Asia Pacific, 4 in EMEA and 25 Sandbox Instances.

What is the difference between Salesforce org and instance?

In short, a Salesforce Instance is the installation of Salesforce's software that resides on a server (or group of servers likely). An Org is your specific organization's data and meta data. Salesforce has multiple orgs residing on the same instance.

What is the difference between an instance and an environment?

The differences between a Dynamics instance and a Common Data Service environment is that the Dynamics instance will contain solutions with Dynamics functionality, and the CDS environment won't have these (and they can't be added at a later date).

What is Salesforce instance refresh?

Salesforce Instance Refresh/Migration is where we upgrade the infrastructure supporting your instance in our data centers. Following this maintenance, your instance will move to a new data center, and the name of your instance will change.

How can I improve my Salesforce performance?

In brief,Use instances and plugins close to you. Optimize plugin usage.Provide sufficient bandwidth for the Salesforce application to run.Tackle big data wisely.Cache static objects.Follow Salesforce coding practices.Pay attention to every new and small detail.

How do you monitor Salesforce?

Here are 17 ways I monitor the Salesforce orgs that I work on in order to anticipate implementation breakdowns bfore they actually happen.Application Logging Framework. ... Tooling API. ... REST API – Limits. ... Setup Audit Trail. ... Health Check. ... Salesforce Optimizer. ... System Overview. ... Apex Exception Emails.More items...•

Which tool is used for performance testing?

LoadRunner. It is one of the most powerful tools of performance testing, which is used to support the performance testing for the extensive range of protocols, number of technologies, and application environments.

Why use dashboards in AppExchange?

Use dashboards to help users identify trends, sort out quantities, and measure the impact of their activities. AppExchange.

What is Einstein Analytics?

Salesforce Einstein Analytics (formerly known as Wave) is a cloud-based platform for connecting data from multiple sources, creating interactive views of that data, and sharing those views in apps.

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 do we use spreadsheets in interviews?

As you scan through your spreadsheet, look for both overall consensus and differences in responses from user to user. Spreadsheets help you easily scan your results . And they help you share your data with other team members who might have also been taking notes during your interviews .

Can you create order from the sea of data?

Now that you’ve consolidated all of your notes into your handy- dandy spreadsheet, you can begin to create order from the sea of data before you. Yes, it may look daunting, but you know that each bit of information comes from a user who gifted you their time to help identify a solution to your problem.