Salesforce provides limited user tracking abilities including field tracking and Setup Audit Trail. Any modifications made to fields are tracked by the “Last Modified” tag in the records.
Table of Contents
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 is Salesforce shield event monitoring?
Salesforce Shield: Event Monitoring provides Salesforce admins with org visibility through user activity monitoring-based audit logs. 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.
What is monitor monitor in Salesforce?
Monitor. Our continuous monitoring of key Salesforce applications can detect performance degradation or errors as they happen. Diagnose. If there’s an issue, we look at your system, determine the cause, and figure out the best way to address it. Alert.
How does proactive security monitoring work in Salesforce?
Proactive security monitoring can identify unusual user behavior like: 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.
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.
Is Salesforce event monitoring free?
Shield Event Monitoring is available for free in Developer Edition orgs. All other editions require you to purchase a license.
Is there a user activity report 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.
What can you track with Salesforce?
Sales Cloud email tracking helps your sales team stay up to date by instantly capturing new email leads and adding them to your Salesforce CRM….Features:Contact management.Lead management.Sales forecasting.Workflow automation.File sync and share.Data reporting and analytics.
How do I enable 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.
How do I find 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 do I run an 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 see someones activity in Salesforce?
Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities.
What is activity report in Salesforce?
Activity reports are useful for gathering information about open activities, completed activities, multi-person events, or pending approval requests for which you’re a delegated approver. Standard activity reports allow you to select the date range and status of the activities you want included.
Is Salesforce like Google Analytics?
Salesforce is your CRM. It’s where your leads live and the tool you use to manage, nurture and close your leads. Google Analytics is a web analytics tool. It allows you to understand how your website traffic interacts and engages with your content.
What is Google Analytics in Salesforce?
Salesforce Sales Cloud + Google Analytics It provides tools for understanding individual customers, recording detailed information about them, and providing your sales team with the required information to drive meaningful interactions with them and ultimately close deals.
What is Einstein activity capture in Salesforce?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
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.
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.
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.
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.
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.
1. Application Logging Framework
To promote good error handling practices, reuse and provide a framework for handling common coding patterns, the Salesforce Cloud Services team shared a wonderful tool called Application Logging Framework on GitHub, which can be used as framework baseline and extended with Events.
2. Tooling API
Use Tooling API to build custom development tools or apps for Lightning Platform applications. Tooling API exposes metadata used in developer tooling that you can access through REST or SOAP. You can use this API to retrieve Apex Code Coverage, Apex Test Result, Entity Limits and other metadata related information. Tooling API Object List
4. Setup Audit Trail
With Setup Audit Trail you can proactively check any metadata change performed by Users in your org.
6. Salesforce Optimizer
Salesforce Optimizer analyzes your implementation to determine ways that you can simplify customizations and drive adoption of features. After analyzing your org, it provides you with an extensive report.
7. System Overview
System Overview provides a summary of key usage data for your org. It’s a one-page dashboard where you can also add system overview messages to your home page. These messages appear when your organization approaches its usage limits.
8. Apex Exception Emails
Set the email addresses that receive notifications when your Apex code encounters unhandled exceptions. Emails can be sent to your Salesforce org’s users and to external email addresses.
10. Paid Solutions
Salesforce Shield’s Event Monitoring is a great product to gain access to detailed performance, security, and usage data on all your Salesforce apps. Every interaction is tracked and accessible via APIs, so you can view it in the data visualization app of your choice.
What is Salesforce shield?
If you haven’t heard, Salesforce Shield is a bundle of products that Salesforce has put together to help customers meet strict regulatory requirements concerning their data. Click here to learn about Salesforce Shield.
How to use transaction security policies?
Use transaction security policies to act on events in real time by establishing condition actions. For example, if your organization restricts browsers or browser versions, by establishing a policy you can ensure only accepted browsers are used for accessing your data.
Is Salesforce working on hourly data capture?
However, Salesforce is working on a beta allowing for hourly data capture. At this time the hourly information is only available through the API and not supported by the analytics app, but this gives you a glimpse into where Salesforce event monitoring is headed. 2. Data Visualization.
Login Activity Monitoring
