WirSindOhana24 - Monitor your Salesforce orgs with open-source only !

NicolasVuillamy 33 views 29 slides May 28, 2024
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About This Presentation

Panic, the Salesforce production org is down! But it was working perfectly fine yesterday, what happened? What if you had access to a daily monitoring of all your org metadata configuration, to see the detailed differences since yesterday? What if you could install and schedule it in 5 minutes by or...


Slide Content

Monitor your Salesforce Orgs …with open-source only ! :) .

Nicolas Vuillamy / Yosra Saidani CTO France & Open-Sourcerer / Head Of Innovation CTO France Open-Sourcerer Twitter/X: @NicolasVuillamy LinkedIn: NicolasVuillamy GitHub: nvuillam Salesforce Architect & Head of Innovation Paris, Women in tech trailblazer group Co-leader French Touch dreamin Co-organiser ..

Live drama sfdx-hardis monitoring to the rescue What if i’m bored to read notifications ? Demo time . .

Live Drama SOS Production: Heroes and Zeroes in Action ! .

Has it already happened to you ? I’m in front of my client and I can’t create an opportunity ! I didn’t update any config in production ! Let’s investigate ! Saleswoman Admin Release Manager . ..

What could be the causes ? Did someone directly create/update/delete setup configuration in the production ? Package installation Custom Metadatas Profile / Permission sets Flow Object model Validation rules Something else in the setup ? Did someone deploy something in production ? . ..

How can I investigate ? So many things can have caused the problem… but all the users are blocked ! I need to quickly understand to find a solution ! Release Manager .

sfdx-hardis monitoring to the rescue . … and free & open-source as usual !

Monitoring: What is it ? Monitoring Job Any type of SF Org notifications reports daily schedule metadata backup . Send logs as JSON & report files to external tools (surprise later !)

Installation in 5 minutes by org Just follow a video tutorial to: Create a repo on your preferred Git Provider Configure notifications on your preferred messaging service Admin friendly ! . No need of CI/CD !

Daily Metadata Backup Store in git the exact state of the metadatas of your org, everyday Compare with previous days Compare with other orgs If CI/CD project, compare with source branches !

Daily Metadata Backup View detailed differences View list of differences Compare with same org in the past, or with other branches ! . Daily Metadata Backup

Suspicious setup activities Detect and display sensitive setup actions not performed by the deployment user or the release manager . .

Failing test classes Send notification to channel when there are failing test classes .

Quality Checks Enforce best practices and security with MegaLinter and sfdx-scanner Apex PMD LWC, Aura Lightning Flow Scanner Security scans , flawed dependencies , hardcoded credentials… .

Org limits There are multiple limits that can generate problems if they are reached , or soon to be reached Be notified when those limits are over 50% or 75% usage , in order to take the appropriate actions before it’s too late ! . Daily Bulk API Calls Daily Platform Events emitted & delivered …And more ! Data Storage File Storage Daily API Calls Purge / Archiving Solution refactoring Purchase limits extensions .

Unused users Why paying Salesforces licenses to users that never logged in during the last 6 months ? Details in linked CSV & Excel .

Unused Permission Set Licenses (beta) Find Permission Set Licenses that are assigned to users whereas they don’t need them… …then delete them using VsCode SFDX Hardis command :) .

Metadata audit alerts Classes & Fields with no access defined on any Profiles or Permission set Inactive flows & validation rules Unused metadata Custom labels, Custom Permissions …) .

What if I’m bored to read notifications ? . .

All indicators in a single dashboard Grafana Dashboards

Grafana Dashboards Indicator details

Evolution of metrics in time Grafana Dashboards

Easy Grafana Cloud Setup (20 mn) Grafana Cloud Free tier forever 3 users 14 days retention Click by click setup tutorial (soon video tutorial) 14 dashboards ready to use provided by sfdx-hardis Build your own dashboards and share them !

Demo time . … let’s show something real ! .

Investigation results Yeahhh I can create quotes again 🥳 Finally it was me ! Sorry, won’t do it again 🙃 That’s ok, we solved the issue as a team 🤓 Saleswoman Admin Release Manager . .

Get started: https://sfdx-hardis.cloudity.com/salesforce-monitoring-home/ ..

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