21 Different Monitoring & Auditing Tools in Salesforce : asagarwal

21 Different Monitoring & Auditing Tools in Salesforce
by: asagarwal
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Monitoring & Auditing Tools in Salesforce

There are quite a few Monitoring & Auditing tools in Salesforce to help you keep your Salesforce org healthy, secure, operational & efficient. With these tools, Admins and developers can monitor the configuration and usage and troubleshoot errors. Also they can report & block unusual user activity and/or set up notifications.

If you’ve ever watched a movie with a superhero, they usually manage to pull out the best gadgets at the right time. As an Architect, Admin, Consultant or Developer you need to be aware of these tools and should know when and how to make good use of them. But let’s start with the first step – that is being aware of all the tools that you have in your arsenal.

The Auditing & Monitoring tools provided by Salesforce are both reactive and proactive. For example, if a user complains that the emails sent from Salesforce are not getting delivered to his or her clients then Debug Log and Email Log are the tools to use to troubleshoot. In this case you use these tools reactively i.e. after the event has already happened. Then there are tools that you can use proactively – like Transaction Security Policy that can be used to block  the users from downloading say more than 100 contact records from Salesforce and also notify an administrator.

In this blog, I have listed all these lifesaving tools which will come handy when such unforeseen incidents happen, and you will know exactly where to look for to troubleshoot the problem. They are as follows: 

  1. Lightning Usage App
  2. Optimizer Report
  3. Health Check
  4. Portal Health Check
  5. Force.com Source Security Scanner
  6. Record Modification Fields
  7. Field History Tracking
  8. Field Audit Trail
  9. Login History
  10. Setup Audit Trail
  11. Transaction Security Policy
  12. Event Monitoring
  13. Apex Exception Email
  14. API Usage Notification
  15. Outbound Message
  16. Time-based Workflow
  17. Paused & Waiting Interviews
  18. Debug Logs
  19. Email Logs
  20. Duplicate Error Logs
  21. Flow Debug Tool

Please do note that while most of these tools are free and is included in your Salesforce subscription, there are a couple that needs be bought separately. I have mentioned about that also in the presentation below. So, let’s learn about each of these a little more in details

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Blog Post Change Log:

  • 08-Mar-2021 – Added Flow Debug Tool and changed links where applicable
  • 23-Jul-2019 – 1st Published

The post 21 Different Monitoring & Auditing Tools in Salesforce appeared first on Ashish Agarwal - Salesforce.com Architect & Blogger.

March 08, 2021 at 03:30AM
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