Dreamforce 24 - Save the day by monitoring your org with open-source tools.pdf

Slides of Dreamforce 24 session :)

More info here: https://sfdx-hardis.cloudity.com/salesforce-monitoring-home/

1. Nicolas Vuillamy, CTO
Cloudity

Olga Shirokova, Sr. Consultant
Cloudmuscle
Save the Day by
Monitoring Your Org
with Open-Source Tools
..

2. Thank you
..

3. Heroes and Zeroes in Action!


Casandra
Fortune Teller
Live Drama: Production Org is Broken!
Admiral
Admin
Bubbles
Release Manager
I can see the
future but not
the past…
I did not
change any
config…
Let’s
investigate!

4. What might have happened?
●Someone directly created/updated/deleted setup
configuration in the Production
○Flow
○Data model
○Validation rules
○Custom metadata
○Permissions
●Something else changed in Setup
●Someone deployed something to production
Bubbles
Release Manager
So many things
could’ve gone wrong!

I need to figure out
and find a solution
fast!
.

5. sfdx-hardis
Monitoring to the
Rescue!
FREE and open-source !!!

6. Monitoring: What is It?
Logs as JSON & files
to external tools
Monitoring
Job
SF Org
daily
schedule
metadata backup
notifications
reports &

7. Quick & Easy Installation
Follow a video tutorial
●Create a repo on a Git Provider




●Configure notifications to your
preferred messaging service

Admin friendly!
No need for CI/CD!
5-minutes installation by Org

8. Monitoring Your
Org
Made easy…

9. Daily Metadata Backup
Store in Git the exact state of the metadata of your org, everyday and anyday
●Compare with previous days
●Compare with other orgs
●If CI/CD project, compare with source branches

10. Daily Metadata Backup
Travel in time
View exact differences
List updates
daily

11. Suspicious Setup Activities
Detect and display sensitive setup actions not performed by the deployment user
or the release manager, and who performed them.

12. Failing Test Classes

13. Quality & Security Checks
Enforce best practices with MegaLinter
● embedding Salesforce Code Analyzer


Apex PMD

LWC, Aura

Lightning Flow Scanner

Security scans, dependencies,
hardcoded credentials

Metadatas not used, Inactive
Flow and validation rules…

14. Org Limits
Get notified when any of these limits are over 50% or 75% usage

●Data Storage
●File Storage
●Daily API & Bulk API Calls





●Daily Platform Events
●Purchased Limits Extensions
●& all others!

15. Unused User Licenses
Get report about non-logged in users



Details in attached CSV & Excel

16. Release Updates + Next Upgrade
Do not forget to update your org before Winter ‘25 !



Created for Dreamforce ‘24 !

18. Grafana - Visualisation Web Application
Bubbles
Release Manager
Reading all
these
notifications is
so BORING…

19. Grafana Dashboards
All indicators in a single dashboard
BEAUTIFUL

20. Grafana Dashboards
Indicators Details & evolution

21. Takes only 20 minutes


Grafana Setup
Grafana Cloud Free Tier Forever
●3 users
●14 days retention (logs & metrics)
Click-by-click Setup Tutorial (coming soon)
14 Ready to Use Dashboards provided by sfdx-hardis
Build and Share Your Own Dashboards

22. Demo Time
Let’s show you how it works!

24. Casandra
Fortune Teller
Happy Ending
Admiral
Admin
Bubbles
Release Manager
What about
Lottery
Numbers?
Oops… Sorry, I
won’t do it
again! ??????
It’s ok! We
solved the issue
as a team ??????

25. SFDX-Hardis & Grafana Resources
https://qrco.de/bfLx60

26. Thank you

27. Coffee on us.
The first 4,000 attendees to provide feedback on this
event will receive a $5 Starbucks gi card.
*Restrictions apply. See rules at sforce.co/survey-terms
Open the Salesforce Events Mobile App.
Navigate to My Event.
Select My Surveys.
Complete four Session Surveys and
present the completed Event Survey
page at Badge Pickup to redeem on
Thursday, September 19.*