You can monitor Salesforce CRM
Customer relationship management
Customer relationship management (CRM) is an approach to managing a company’s interaction with current and future customers. The CRM approach tries to analyze data about customers' history with a company, in order to better improve business relationships with customers, specifically focusing on retaining customers, in order to drive sales growth.
How to improve Salesforce performance?
- 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.
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 is the process to perform Salesforce testing?
User Acceptance Testing
- Salesforce Users i.e the end-user who is going to use it in real-time will test the application.
- The test is carried out in a production-like environment, the user would only see the elements they need to see.
- The goal of the User Acceptance Testing is to eliminate bugs that impact the user experience.
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 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 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...
Why is Salesforce so laggy?
Slow load times can result from devices that don't meet Salesforce minimum technical requirements. Also, plug-ins, extensions, and excessive tabs can consume processing power and memory, degrading performance. The way your Salesforce org is configured can lead to slow performance.
Does Salesforce need performance testing?
And like any web application or website, organizations have the responsibility to carry out Salesforce performance testing to ensure they are functioning properly, are responsive, and can scale as their user base expands.
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 use event monitoring in Salesforce?
Activate Event Monitoring Contact your Salesforce sales representative or Account Executive to purchase the Event Monitoring add-on to access all event types in the EventLogFile, the LoginEvent object, Transaction Security, and the Event Monitoring Analytics App.
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 I know if my Salesforce is slow?
Measure your Salesforce performance To measure your SFDC performance, run the Salesforce Performance Test by appending speedtest. jsp to your org's domain (e.g., https://MyDomainName.lightning.force.com/speedtest.jsp.
What is Salesforce performance?
Performance refers to the speed and effectiveness of a system under a given workload within a given time frame. Scalability is the ability of a system to meet its response time or throughput objectives under increasing application and system processing demands. Make your implementation performant and scalable.
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.
What does performance testing include?
The goals of performance testing include evaluating application output, processing speed, data transfer velocity, network bandwidth usage, maximum concurrent users, memory utilization, workload efficiency, and command response times.
What is octane score Salesforce?
Octane 2.0 is a benchmark developed by Google that measures JavaScript performance. A higher Octane 2.0 score correlates to faster page load times. Octane 2.0 factors in your computer hardware and browser choice. Using newer-generation hardware with faster CPUs generates higher Octane 2.0 scores.
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.
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.
What sensors are used to diagnose Salesforce?
Other network-oriented sensors, such as DNS or bandwidth sensors, can be helpful in identifying and diagnosing Salesforce.com issues.
What is Salesforce Lightning?
The most recent Salesforce.com release, called Lightning, is a major upgrade supporting a richer user experience, progressive rendering, more customization and control. More content is rendered on the client when using Salesforce Lightning and there are more dependencies on the overall end-to-end network quality to ensure a robust end-user experience.
Is Salesforce a cloud application?
Salesforce.com is an essential mission-critical application for many enterprises. Because it is only delivered through the cloud, its performance is highly dependent upon where it is being served from, accessed from, end-to-end network characteristics and type of usage within in an enterprise.
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.
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.
Monitor Performance
Merchants showcase and sell products on the production instance. Everything that happens on the POD where it runs can affect the shopper experience. It’s important to monitor production instance performance from day one.
What About KPIs?
Salesforce B2C Commerce performance KPIs help you track and evaluate factors that are crucial to the success and efficiency of the platform. The KPIs listed here can help you understand storefront activity and highlight inefficiencies in custom code.
New Code and Data Performance
When a merchant pushes a new version of storefront code or data or a B2C Commerce general availability (GA) release, they should monitor production for performance impact. The Pipeline Profiler and the Technical Reports dashboard are great tools for this. You learned about them in the previous unit.
Job Runtimes
Running jobs during off-peak hours should be automatic, but things happen. You might need to update products to address incorrect product details, or pricing data might come in at the last minute for a special sale. Here are some best practices.
Troubleshoot Performance Issues
What do you do and where do you look when performance degrades? Here are some performance troubleshooting tools you can use.
Get Customer Support
In the midst of troubleshooting, sometimes you need help from customer support. You can help guide the team through the problem escalation process to make it as smooth as possible.
Network Performance Issues
Network issues can be tricky because multiple players might be involved. Fortunately, these types of problems have been around for a while and there’s a wealth of information to help. The merchant must document details such as those listed here so they can get help fast.
