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 in handy when such unforeseen incidents happen, and you will know exactly where to look for to troubleshoot the problem. They are as follows:
- Setup Audit Trail
- Login History
- Lightning Usage App
- Optimizer Report
- Health Check Report
- Portal Health Check Report
- Record Modification Fields
- Field History Tracking
- Field Audit Trail
- Transaction Security Policy
- Event Monitoring
- Apex Exception Email
- Debug Logs
- Email Logs
- Duplicate Error Logs
- Paused & Failed Flow Interviews
- Debug Flow
- Identity Provider Event Log
- API Usage Notification
- Article Imports
- Case Escalations
- Inbound Email Snapshots
- Entitlement Processes
- Outbound Messaging Delivery Status
- Time Based Workflow
- Force.com Source Security Scanner
Please do note that while most of these tools are free and is included in your Salesforce subscription, there are a couple that needs to be bought separately. I have mentioned that also in the presentation below. So, let’s learn about each of these a little more in details.
Great info. The company I work for uses Sonar Salesforce Change Management software, and its awesome! Has a ton of salesforce auditing features and they just added a data dictionary that uses ChatGPT. https://sonarsoftware.com/products/ worth a look! Keep up the good work!
Clean.Do is a Salesforce Health Check tool that displays the results of your Salesforce audit for your metadata, code, security, and errors.
Salesforce Health Check Best Practices provide a detailed report of all the components currently in the system and list them in various sections. User can easily navigate between the section and access all details.
We check all metadata in your Salesforce.com environment including code and provide list of errors/warnings in the system with the solutions.
Very good information Thanks
Very good and useful list. Thanks for sharing.
My pleasure Bhawani
Thanks Ashish, very good comprehensive list
i could not download pdf from google drive. why not attach the PDF in the email instead?
Dear sudeep,
Here is the link to download the PDF ’20 Different Monitoring & Auditing Tools in Salesforce’. Once you are aware of all the different tools that are available in Salesforce for monitoring and auditing, you can be like a superhero knowing when to pull out the best gadgets at the right time.
Enjoy your guide and please do not forget to leave your comments/suggestions/feedback on this blog post URL https://www.asagarwal.com/monitoring-and-auditing-tools-in-salesforce
And once you are done with this PDF, you may also want to explore our other how-to/step-by-step guides on related topics.
• 22 Ways to Share Records in Salesforce
Cheers,
Ashish
Hi Sudeep, thanks for your feedback. I have emailed the file to you.
The reason the PDFs are not attached in the email is because
1. Some of the PDFs are quite big in size and there will always be a risk of such emails getting rejected by the email server.
2. And then it may quickly consume the space quote of email recipients.
Thanks for the good compilation of all the monitoring tools. Very useful for any admin.
Thanks Satya 🙂