How to monitor user activity in Salesforce?
To view the granular details of user activity in Salesforce, you need to examine all user events as a whole, including events like logins and report exports. All these events are stored in event log files, which are generated when an event occurs, and can be downloaded 24 hours after the event has occurred.
What are Salesforce activities?
Salesforce activities include standard objects like tasks, events, and calendars. These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces.
Is there a way to see all user activities?
There you can see all the user activities. Actually just to clarify you cannot see "All" a users activity. Here is a list of the "Settings" changes that a user can be tracked by in the Setup Audit Trail.
How can I see all activities logged in SFDC by users?
You can do that by creating an Activity summary report grouped by either CreatedBy or Assigned To. That will include all activities logged in SFDC by all of your users.
Can you track activity on 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 can I see user activity?
Some of the most common ways to track user activity include:Tools like Google Analytics and Search Console.Click tracking (recording which elements on a page users click)Scroll tracking (recording where users scroll on a page)Viewing session recordings of users as they use their site.
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 you monitor activities of logged users?
There are various methods implemented to monitor and manage user activity such as:Video recordings of sessions.Log collection and analysis.Network packet inspection.Keystroke logging.Kernel monitoring.File/screenshot capturing.
What is user activity log?
The User Activity Log will display user activities based on your filter criteria and Activity Group (whether it be Reservation, Posting, Housekeeping, Commission, Configuration, Employee, Profile, Blocks, or Potential, among others).
How do I track user activity on APP?
Best tools for tracking User Behaviour for Mobile AppsGoogle Analytics for Mobile Apps.Mixpanel.Appsee (acquired by ServiceNow)Localytics.Clevertap.Flurry.Apptentive.
How do I list all active users in Salesforce?
In the user list, you can view and manage all users in your org, partner portal, and Salesforce Customer Portal.
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 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 you track system activities?
How to Track a Computer?You can use system power troubleshooter, local files, or similar applications for checking event sources and user activity logs on a computer.Dedicated employee monitoring apps—these allow you to capture screenshots, monitor network within your company, log keystrokes and mouse movements.More items...•
Which is used to track user activity and API usage?
Answer: Cloud Trail is the right answer.
How would you design a dashboard to track user activity?
Most of the time, you're going to be using a combination of numbers, bars, lines and tables and not much else.Group your related metrics. ... Be consistent. ... Use size and position to show hierarchy. ... Give your numbers context. ... Use clear labels your audience will understand. ... Remember it's for people. ... Keep evolving your dashboards.
What does it mean when a user logs in during non business hours?
For example, if you find a user regularly logging in during non-business hours, there's a good chance something fishy is going on. If you look closer at the report, you can see how many distinct IP addresses that user has logged in from. This helps you identify whether or not the user account has been compromised or if the user is up to no good.
What does it mean when a user is abnormally logged in?
Abnormal logins are often indicators of an attack. Several login failures followed by a successful login could be a potential brute-force attack. Cloud Security Plus' login activity reports provide information on who logged in, from where, and when, so you can easily determine whether further action is required.
Why does Salesforce not show summarize?
This is because Salesforce treats this as a text field , rather than a numerical field. Because of this, the Summarize option does not appear in the dropdown selection for the Call Duration (minutes) field.
How to create a new report in Salesforce?
In Salesforce Lightning, navigate to Sales (or another app of your choosing), then Reports > New Report.
Can you view Salesforce Lightning reports in Classic mode?
Note: The reports created using this process in Salesforce Lightning can also be viewed in Classic mode .
Can you add a custom 8x8 field to Salesforce?
Note: Custom 8x8 call log fields can also be added to a report, once they have been configured in Salesforce.
Can Salesforce agents create their own reports?
Note that this process can apply to one or more agents, so if needed, agents can create their own reports . This assumes that the Salesforce Administrator has not denied the user access to Salesforce Reports.
How to create new tasks and events in Salesforce?
Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.
What is an event in Salesforce?
An Event in Salesforce is an activity that helps conduct meetings, gatherings, appointments, and similar events that have a scheduled time, date, and duration. Log a Call, Send an Email. Events help track meetings with customers, prospects, and colleagues on the calendar to drill down related records, files, contracts, reports, and more.
When can we enable activities on required objects?
We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same.
Can you create a follow up task in real time?
In real-time projects for a certain task created on an object or record, we can further create a “follow up task” as shown in the video tutorial.
Login Activity Monitoring
- Abnormal logins are often indicators of an attack. Several login failures followed by a successful login could be a potential brute-force attack. Cloud Security Plus' login activity reports provide information on who logged in, from where, and when, so you can easily determine whether further action is required. For example, if you find a user regularly logging in during non …
Content Activity Monitoring
- Data protection is crucial for any organization that wants to retain the trust of its customers and meet the requirements of the many compliance mandates in effect today. An unauthorized distribution of financial information or new business ideas can lead to expensive lawsuits or even lead to a business shutting down. Cloud Security Plus keeps track of content th…
Report Activity Monitoring
- Cloud Security Plus provides information on exported and multiblock reports in Salesforce. Consider a scenario in which an employee who is about to leave the organization exports a list of all your customers. This can put your business and credibility at stake. Should this ever occur, Cloud Security Plus would alert you as well as provide a report ...