As a community manager/admin user, go to Control → Integrations → Apps → Salesforce Under integrations, click on the panel ‘Export community member and activity data to Salesforce’. Enable the toggle to automatically export community data to Salesforce and press Save changes.
- Login to Data Loader.
- Click Export.
- Select Show all Salesforce objects and select Login History.
- Browse to select the folder to receive your download, and click Next.
- Select the desired fields.
- Click Finish.
- Click Yes.
What can you learn from your Salesforce user activity?
If you’ve examined this data, you’ve monitored user activity. By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.
How to export account history data from Salesforce?
Select Show all Salesforce objects and click on Account History (AccountHistory) object. Click on Browse...to select where the csv file will be saved. Click on Next >Yes. Create a SOQL query for the data export.
How to automate data export from Salesforce on a monthly schedule?
Users of Enterprise, Performance, and Unlimited Editions can export data every week. This option lets you automate data export from Salesforce on a monthly schedule. You’ll need to specify the frequency and choose the exported data. Click Save when ready. The export file will be exported automatically on the chosen schedule.
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.
Can you export activity from Salesforce?
Open the Data Loader. Click Export. If you want to also export archived activity records and soft-deleted records, click Export All instead. Enter your Salesforce username and password, and click Log in.
How do I export a Salesforce active user list?
Use the option Salesforce offers. Now, click on 'Data' button on the left side and choose 'Export Data'. At this point, press 'Schedule Export' in the middle of the page layout.
How do I track user activity 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 my Salesforce login history?
Download Login HistoryFrom Setup, in the Quick Find box, enter Login History , then select Login History.Select the file format to use. CSV File. ... Select the file contents. The All Logins option includes API access logins.Click Download Now.
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...
How do I create a login report in Salesforce?
1. From the Reports tab, click New Report. 2. In the Choose Report Type box, select the Users report type, then click Continue....Create a User Login report (Lightning Report Builder)View = Active Users.Date field = Login Date.Range = Last 7 days.Login Status = Success (this filter is optional)
Is there a user activity report in Salesforce?
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.
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.
How do I view recent activity in Salesforce?
To view your Recent Activity page, go to the Ideas tab and click your Nickname link on the right side of the page. To view the Recent Activity page of another member of the zone, click the member's name below any idea or comment that they posted.
How do I see how many people are logged into Salesforce?
You can get a list of active user sessions (i.e. logged in users) via
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.
What is Salesforce shield?
Salesforce Shield is a trio of security tools that helps you build extra levels of trust, compliance, and governance right into your business-critical apps. It includes Shield Platform Encryption, Event Monitoring, and Field Audit Trail.
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.
Why is it important to change permissions?
Changes in permissions, whether intentional or not, can open your organization to risk if users have broader data access than necessary for their role. Increased access to data may put your organization at risk of being non-compliant and at risk for unwanted user activity.
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 .
Login History Information
In addition to general login history such as who logged in, at what time, and from where, you can use the Login History page to view this information.
Download Login History
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.
How often can you pull data from Salesforce?
This option lets you manually pull your data from Salesforce once per month. You need to select which data you want to export, then click Save. When file (s) are ready for download, you will receive an email notification.
Can you pull data from Salesforce to Google Sheets?
NO CODING is required. You’ll be able to pull data directly from Salesforce into Google Sheets.