Use Real-Time Event Monitoring to Audit User Activity Learning Objectives After completing this unit, you’ll be able to: Use Visual Studio Code and the Salesforce Extension Pack to create an Apex class. Use SOQL to query Real-Time Event Monitoring big objects synchronously.
Full Answer
What is audit trail in Salesforce?
Use Audit Trail
- Add a Marketing Cloud SFTP Account . This task creates the Marketing Cloud Safehouse to securely store your audit data.
- Create an Audit Trail Data Extract Activity. This activity extracts your audit data to prepare it for file transfer.
- Create a File Transfer Activity. ...
- Create an Automation. ...
How to be successful with Salesforce?
- Analyze what the needs of the users are, then design, test, and develop software that meets those needs
- Design Salesforce solutions and create effective project plans. ...
- Suggest new software upgrades for the customers’ existing apps, programs, and systems
What is the best reporting tool for Salesforce?
Some of the top Salesforce reporting tools available today, including:
- Tableau
- Klipfolio
- G-Connector
- Conga Courier
- Smartsheet
- Zoho Reports
- InsightSquared
What are standard reports in Salesforce?
The different types of reports in Salesforce are:
- Tabular report that displays the grand total in table form
- Matrix report where grouping is based upon both rows and columns
- Summary reports that are detailed reports in which the grouping is based on columns.
- Joined report which allows two or more reports to be joined in a single report
How can I see what a user has done in Salesforce?
In the account menu, select Account Analytics. Click the User Activity tab. Note If you don't see the User Activity tab, in Account settings, uncheck Hide Account Analytics User Level Data. View the total number of unique active users [1] based on the time period.
Can I track user activity in Salesforce?
With Event Monitoring, you can track user activity and prevent data loss. Event Monitoring provides the audit log files from Salesforce. These logs contain information about nearly 50 unique, user-generated events.
How do I see user activity history in Salesforce?
Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities.
How do I find audit history in Salesforce?
To view the audit history, from Setup, in the Quick Find box, enter View Setup Audit Trail , then select View Setup Audit Trail. To download your org's complete setup history for the past 180 days, click Download. After 180 days, setup entity records are deleted.
How do I track actions in Salesforce?
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What is audit trail in Salesforce?
The Setup Audit Trail feature in Salesforce enables you to closely track changes made to your organization. It records all modifications concerning the administration, customization, security, sharing, data management, development, and more of your Salesforce organization.
How do I create a user activity report in Salesforce?
Create a User Call Activity Report in SalesforceClick Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.Click the Date filter and select a date range to report on and click Apply.More items...
Which activities can you view in the activity timeline?
Overview. In the Timeline View, users can log Activities, such as Updates, Calls, Meetings, and Emails, along with notes from their customer interactions. The Timeline view is automatically visible to users, but Admins can customize the layout for each of the activity types.
Where can the administrator view a user's login history in Salesforce?
You can download the past 6 months of user logins to your Salesforce orgs and Experience Cloud sites. This report includes logins through the API. From Setup, in the Quick Find box, enter Login History , then select Login History.
What is audit history in Salesforce?
What is it? The Audit Trail helps you track the recent Setup changes that you and other administrators have made to your organization. This is especially useful in organizations with multiple administrators. The setup Audit Trail history shows you the 20 most recent Setup changes made to your organization.
How do I track field history in Salesforce?
From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. ... Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. ... Choose the fields you want tracked.More items...
Where is audit trail in Salesforce?
From Setup – Security Controls – View Setup Audit Trail, you can view the setup audit trail history. It will display the latest 20 entries, and you can also download up to the past 180 days' history into a CSV file. Audit Trail will display information of Date, User, Action, Section, and delegate user.
Why is user activity monitoring important in Salesforce?
User activity monitoring – tracking user actions in a digital environment for information security – is critical for protecting sensitive cloud-based data.
What does it mean when a Salesforce user logs in at odd hours?
Admins can see if a user logs in at odd hours, such as on weekends or late at night, or if they log in from a different IP address, indicating they’re accessing Salesforce from an unexpected location. With this information, you can prevent unauthorized access that could lead to a data breach.
Can you assess Salesforce performance based on Apex events?
You can also assess performance based on Apex events and Community performance. User activity monitoring reports reveal areas that need to be addressed, which is critical because the performance of your Salesforce org is directly tied to productivity and ROI .
Why is Salesforce auditing important?
The Salesforce auditing features don't secure your organization by themselves; someone in your organization should do regular audits to detect potential abuse.
How to verify a system is secure?
To verify that your system is actually secure, you should perform audits to monitor for unexpected changes or usage trends. All objects include fields to store the name of the user who created the record and who last modified the record. This provides some basic auditing information.
Basic Audit Trail
Basic Audit Trail is available to all Marketing Cloud customers via Automation Studio data extracts and API, and has a 30-day retention period.
Advanced Audit Trail
For Advanced Audit Trail, contact your account executive. Advanced Audit Trail is available via Automation Studio data extracts and API, and has a 60-day retention period.
What is audit trail in Salesforce?
What is Audit Trail? In Salesforce, Audit Trail provides the opportunity to trace the transformations done to the organization. It enables logging of all the types of modification such as personalization, security and data management, sharing, etc.
Why is auditing important?
Sharing is caring! For every organization, auditing plays a vital role in keeping their data organized and secure. Organizations nowadays want to keep track of the activity of their employees and monitor their user logins.
Introduction
As a developer or an administrator, it’s important to have the best tools to get your job done. In this unit, you learn how to use SOQL queries in Salesforce Extensions with Visual Studio Code to query Real-Time Events.
Authenticate to Your Playground
You should use the same playground you used in Unit 2. For instructions on setting up your playground, see Unit 2.
Create an Apex Class
We’ll use a SOQL query to poll the data, but in order to check your work, we have to deploy it to your Trailhead Playground as part of an Apex class.
Run the SOQL Query
Let’s run our SOQL query against our playground org to filter objects by today’s date.
Deploy Your Code
The last step is to deploy your code to your playground from within Visual Studio Code.
Parting Thoughts
You’ve defined Real-Time Event Monitoring and Real-Time Events, set up Real-Time Event Monitoring via Event Manager, and used Visual Studio Code and the Salesforce Extensions to directly execute highlighted SOQL and query Real-Time Events.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Start with an Account Assessment
To become an email prepper with an emergency action plan, you first need to conduct an account audit and risk assessment. Audits are an important step in helping you proactively identify risks and fix issues. So when there is an emergency, your account is ready. A good place to start is in the Setup screen of your Marketing Cloud account.
Audit Your Automations
For proper emergency preparedness, we suggest you conduct a more thorough audit of areas key to performance, like Automation Studio. No automations? No problem—feel free to skip this section. Still here? OK, let’s start by listing out all active automations in your account and what they are doing.
Account Red Flags
Once you are familiar with all aspects of your Marketing Cloud account, start to look for red flags that can cause performance issues, like slower email sends, failures, or even system-wide issues. Here are some common red flags you might find.
Emergency Action Plan
Once you have your risk assessment completed, it’s time to create an action plan. Instead of emergency numbers and evacuation routes, your emergency action plan should identify S.M.A.R.T. (Specific, Measurable, Achievable, Relevant, and Time Bound) action steps to help reduce issues and risks associated with your Marketing Cloud account.
