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 for 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:

• Are responsible for supporting Salesforce users and Salesforce security standards.
• Need to collaborate with IT teams to understand and resolve your issues.

Prerequisites

Salesforce account

Salesforce events are derived from Salesforce streaming API. To use Salesforce Insights, you need to have a Salesforce account with a Salesforce Shield or a Salesforce Event Monitoring add-on subscription.

Allow Salesforce for outbound connections

1. Open the Settings app and go to Preferences > Limit Outbound Connections.
2. Select Add item and add *.salesforce.com so that Salesforce Insights can connect to Salesforce streaming API.
3. Select Save changes.

Limitations

Dynatrace supports a subset of available event and object types as listed below:

• Real-time events

  • Url events (salesforce.UrlEvent)
  • Lightning uri events (salesforce.LightningUriEvent)
  • Login events (salesforce.LoginEvent)
  • Report events (salesforce.ReportEvent)
  • List view events (salesforce.ListViewEvent)
  • Session hijacking event store (SessionHijackingEventStore)
  • Report anomaly event store (ReportAnomalyEventStore)

• Standard objects

  • Opportunity field history events (salesforce.OpportunityFieldHistory)

Set up Salesforce Insights

Set up the Salesforce Insights app and ingest your events by performing the following steps:

1. Make sure Dynatrace can connect to Salesforce.
2. Go to Dynatrace Hub and install Salesforce Insights.
3. Go to Settings to create a new configuration.
4. Choose the name for your configuration.
5. Specify your Salesforce URL, for example https://{environment}.my.salesforce.com
6. Specify your Client id and Client secret, provided by your Salesforce admin.
7. Select Login type.
8. Enter the login-related credentials.
9. Test the connection. If the test is successful, select the Event types you want to ingest.
10. Select Save Changes.
11. Select Start Ingest.

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

The Salesforce Insights dashboard

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

• System health, summarizing performance, login failures, and threats
• Login analysis to show successful and failed logins
• Origin to show where users are located
• Performance analysis to show load times and timeouts for Lightning pages
• Slowest Lightning pages list
• Threat and anomaly analysis

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

The Investigate user actions screen

The user action analysis screen 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 deliver additional exploratory analytics.

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:

1. In the Dynatrace menu, go to Settings > Business Analytics > Ingest Pipeline > Bucket assignment.
2. In the Business event bucket assignment, select Add rule and name your rule.
3. In the Bucket field, choose your retention period.
4. Add a Matcher to your rule by typing or pasting your matcher-specific DQL query. Events that match your rule will be assigned to your selected bucket. If no rules match, events will be assigned to the default bucket. To assign all your Salesforce events to your bucket, you need to use the matcher containing the matchesValue function and your Salesforce url, as in the example below:

dqlcopydownload
matchesValue(event.provider, "https://environment.my.salesforce.com")

5. Select Save changes.

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.

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

Results:

Example 2

Get all events for a certain event type.

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

In the results table, you get a list of all lightning uri events.

Custom Dashboards

You can use Dashboards to create custom visualizations from your Salesforce data.