Salesforce Insights

Latest Dynatrace

Salesforce Insights enables Salesforce administrators and IT operations teams to monitor their Salesforce environment.

Salesforce Insights capabilities

In Salesforce Insights, out-of-the-box dashboard charts highlight performance, feature adoption, logins, user actions, and threats to your Salesforce environment. Salesforce Insights can also examine and report on the activity of a single user.

Salesforce administrators use the app to ensure optimal performance of the Salesforce solution.

Salesforce Insights is intended for you if you:

Supported event and object types

Dynatrace supports the subset of Salesforce event and object types listed below.

Prerequisites

The following prerequisites for using Salesforce Insights are required in Salesforce and Dynatrace.

Salesforce prerequisites

Dynatrace prerequisites

Policy statements for Salesforce Insights

Administration user

1ALLOW app-engine:functions:run, app-engine:apps:run, app-engine:apps:install, app-engine:apps:delete;
2ALLOW automation:workflows:read, automation:rules:read, automation:calendars:read;
3ALLOW state:app-states:read, state:app-states:write, state:app-states:delete, state:user-app-states:read, state:user-app-states:write, state:user-app-states:delete, app-settings:objects:read, app-settings:objects:write;
4ALLOW settings:objects:read, settings:objects:write, settings:schemas:read where settings:schemaId startsWith "app:";
5ALLOW storage:buckets:read WHERE storage:table-name = "bizevents";
6ALLOW storage:bizevents:read;
7ALLOW storage:events:write;

Application user

1ALLOW storage:bizevents:read;
2ALLOW storage:buckets:read where storage:table-name = "bizevents";
3ALLOW app-engine:apps:run where shared:app-id = "dynatrace.biz.salesforce.insights";
4ALLOW app-settings:objects:read where settings:schemaId = "app:dynatrace.biz.salesforce.insights:biz-salesforce-insights-settings";
5ALLOW settings:objects:read where settings:schemaId = "app:dynatrace.biz.salesforce.insights:biz-salesforce-insights-settings";

Set up Salesforce Insights

To set up Salesforce Insights and ingest your events

At this point, Salesforce Insights begins ingesting the selected data from your Salesforce environment into Grail at one-minute intervals.

Salesforce Insights Dashboard

The Dashboard displays important Salesforce status and user activity, including:

Dashboard tiles include View Details links to view aggregated chart data or unaggregated raw data. You can also open the associated query in Notebooks for further exploratory analytics.

Timed out pages KPI: This metric calculates the number of Lightning pages with a load time that is greater than 60 seconds. This doesn’t mean that all these pages were never loaded; it only indicates that the load time was greater than 60 seconds.

The Investigate User Actions page

The user action analysis page allows you to analyze the activities of an individual user, including geolocated logins, Lightning operations split by type, and report events split by reports run and reports exported. Notebooks delivers additional exploratory analytics.

Advanced analytics with Notebooks

You can use Notebooks to query, analyze, visualize, and share your Salesforce data.

Example 1

Get all ingested Salesforce event types.

1fetch bizevents
2| filter contains (event.provider, "salesforce")
3| summarize count(), by:{event.type}

Results

Example 2

Get all events for a certain event type.

1fetch bizevents
2| filter contains (event.provider, "salesforce")
3| filter event.type == “salesforce.LightningUriEvent”

In the results table, you get a list of all Lightning URI events.

Custom dashboards

You can use the Dashboards app to create custom visualizations of your Salesforce data.

Extend the retention period for Salesforce Insights data

By default, your ingested data is stored for 30 days. You can adjust the retention time by creating a custom bucket.

To create a custom bucket for a Salesforce event