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...
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 org? What if it was provided by free and open-source tools? What if it contained additional checks like Apex and Flows quality health, suspiscious user activity, analysis of the consistency between object model and permission sets, detection of deprecated API versions usage, detection of unused flows, and many extra features ? What is the check results could be sent as slack notifications? Let us show you how with a live demo!
Size: 13.53 MB
Language: en
Added: May 28, 2024
Slides: 29 pages
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/ ..