Slaesforce FAQ

how to monitor salesforce

by Zita Homenick MD Published 2 years ago Updated 2 years ago
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How To Monitor Salesforce Org.

  • Use the lightning usage app. The first hack on how to monitor Salesforce org is to use the Lightning Apps. The Salesforce Lightning Usage App tracks ...
  • Use the optimizer report.
  • Use salesforce health check.
  • Use the portal health check.
  • Monitor with Force.com source security scanner.

17 Free Ways to Monitor Your Salesforce Org
  1. Application Logging Framework. ...
  2. Tooling API. ...
  3. REST API – Limits. ...
  4. Setup Audit Trail. ...
  5. Health Check. ...
  6. Salesforce Optimizer. ...
  7. System Overview. ...
  8. Apex Exception Emails.
Aug 23, 2021

Full Answer

How can I monitor my project using Salesforce?

  • Ensuring that systems and networks are running and available during the defined hours of operation.
  • Implementing non emergency requests during scheduled outages.
  • Performing and testing backups.
  • Maintaining performance measurements, statistics, and system logs.
  • Monitoring security controls and performance and escalating problems when they occur.

More items...

How to monitor user activity in Salesforce?

User Activity Monitoring in Salesforce

  • Security. The average cost of a data breach is $3.92 million. ...
  • Compliance. Regulated industries like healthcare and financial services follow compliance frameworks that require user activity monitoring.
  • Usage and Adoption. User activity monitoring insights can also reveal how users interact with Salesforce. ...
  • Performance. ...
  • Salesforce Shield: Event Monitoring. ...

What is event monitoring in Salesforce?

Event Monitoring is one of many tools that Salesforce provides to help keep your data secure. It lets you see the granular details of user activity in your organization. We refer to these user activities as events. You can view information about individual events or track trends in events to swiftly identify abnormal behavior and safeguard your ...

How does Salesforce administer Salesforce?

What is Salesforce Administrator

  • Role of Salesforce Administrator in an organization.
  • Characteristics of a Salesforce Administrator
  • Description of Salesforce Administrator Profile
  • The market of Salesforce Administrator Professional
  • Future of Salesforce Administrator

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How do I monitor performance in Salesforce?

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.

How do I monitor limits in Salesforce?

you can go to monitoring section in salesforce and look for System overview. System overview will give you an overall view of Limits important limits in org. In company information section also you can check license based limits also there are some standard administrative reports available which could also be helpful.

How do I access event monitoring in Salesforce?

In permission sets or the enhanced profile user interface, select a permission. In the Find Settings dialog box, enter View Real-Time Event Monitoring Data . Click Edit, select the option, and click Save. Repeat these steps for the Customize Application permission.

What is proactive monitoring Salesforce?

Proactive Monitoring is for customers running critical business processes on Salesforce so that they can act quickly if systems slow down or go down. It is a monitoring and issue response service featuring monitoring engineers who diagnose problems and tell you how to fix them.

What should I monitor in Salesforce?

21 Different Monitoring & Auditing Tools in SalesforceLightning Usage App.Optimizer Report.Health Check.Portal Health Check.Force.com Source Security Scanner.Record Modification Fields.Field History Tracking.Field Audit Trail.More items...

What is Salesforce audit?

Auditing provides information about use of the system, which can be critical in diagnosing potential or real security issues. The Salesforce auditing features don't secure your organization by themselves; someone in your organization should do regular audits to detect potential abuse.

What does Salesforce event monitoring do?

Event Monitoring is one of many tools that Salesforce provides to help keep your data secure. It lets you see the granular details of user activity in your organization. We refer to these user activities as events.

Is Salesforce monitored?

Real-Time Event Monitoring helps you monitor and detect standard events in Salesforce in near real-time. You can store the event data for auditing or reporting purposes. You can create transaction security policies using Condition Builder—a point-and-click tool—or Apex code.

What is an event monitoring?

Event monitoring in IT is the process of collecting, analyzing, and signaling event occurrences to operating system processes, active database rules, and human operators. These event occurrences may stem from software or hardware like operating systems, database management systems, application software, and processors.

What are three key features of proactive monitoring?

3 key benefits to proactively monitoring your IT networksmonitoring all server event logs.monitoring for proper AV updates and activity.monitoring backup status, whether on-site or remote.monitoring firewall activity, hack/spam relay attempts.More items...

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 .

Use the lightning usage app

The first hack on how to monitor Salesforce org is to use the Lightning Apps.

Use the optimizer report

The optimizer report in Salesforce gauges how your implementation stacks up to Salesforce’s best practices. We recommend running it monthly before you install any new apps and before any Salesforce release. Alternatively, consider running it twice a quarter, i.e., every six weeks

Use salesforce health check

The health check report allows you to view the overall health of your Salesforce Org security. For instance, you can generate health check reports to find out how well your Org meets Salesforce security standards. Make sure to optimize highlighted areas to minimize your risk exposure.

Use the portal health check

The Salesforce portal health check report shows how much access your users have to the data within your organization. It also provides valuable information that the organization can use to boost portal security.

Monitor with Force.com source security scanner

The Force.com security scanner allows you to inspect your Salesforce org for field changes and alternations that may signal pending problems. For instance, you’ll notice that it organizes records by “Created Date,” “Created By,” and “Last Modified By.” You can use these details to determine when the suspicious changes were made and who made them.

Monitor with record modification fields

Field history tracking also allows you to track changes to important field values. Simply select field history tracking on the desired objects and fields and set it to scan. It will highlight any changes and when they were made. Remember that the field history tracking feature retains objects for up to 18 months.

Setup API usage notifications

API usage notifications allow you to receive email notifications whenever the org exceeds a specified limit for API requests within a specified period.

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.

Detect and help fix issues quickly to keep your org running optimally

Proactive Monitoring will give you early warnings of critical issues so you can avoid severe incidents.

Monitor your critical business processes in real time and respond quickly if issues arise

Monitor your critical business processes in real time and respond quickly if issues arise.

Alert

In the event of a critical issue, we’ll issue a Smart Alert so your support team can act quickly and stop the issue from escalating.

Where is Salesforce hosted?

Salesforce serves its core platform from one of the dozens of instances that they host in North America, Europe, and AsiaPac. Each enterprise can choose just one of these instances, which effectively ties them to a specific physical data center. For example, historically, the Salesforce NA38 instance has been hosted in either Dallas, Texas or Phoenix, Arizona, with one of these serving as the active host and the other as backup. When accessing Salesforce’s front door (salesforce.com or login.salesforce.com), users will connect to a data center that is local to their region; however, once authenticated, they will connect to the data center that hosts their organization’s instance.

Is Salesforce the same for every enterprise?

3 — Salesforce as an application is not the same for every enterprise.

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