Salesforce Monitoring

Last updated on 28 April, 2024

You can monitor Salesforce usage by user type (Lightning Experience, Salesforce mobile) or by browser type. You can also gather information about organizational limits, instance event status, and license details.


Configuring Salesforce

Before adding a new Salesforce SaaS resource to LogicMonitor, you need to add a connected app, create a user profile, and create a user in your Salesforce account. By providing this information in Salesforce, you define which user is accessing the account, their permission level, and the connected app (LogicMonitor) that the user is associated with.

Adding a Connected App

Add a connected app in Salesforce to provide information about your LogicMonitor application, including API and OAuth settings. For more information, see Create a Connected App in the Salesforce documentation.

  1. In Salesforce, go to Setup > Apps > App Manager.
  2. Select New Connected App.
  3. On the New Connected App page, enter the following:
    • Basic Information: Connected App Name, API Name, and Contact Email
    • API (Enable OAuth Settings)
      • Enable OAuth Settings
      • Callback URL: Can be any valid URL
      • Selected OAuth Scopes: Enable Manage user data via APIs (api) and Perform requests at any time (refresh_token, offline_access)
  4. Select Save.
  5. Navigate to Apps > Connected Apps > Manage Connected Apps.
  6. Select Edit to open the new app for editing.
  7. From the Connected App Edit page, go to OAuth Policies > Permitted Users and select Admin approved users are pre-authorized.
  8. Select Save.
  9. On the Manage Connected Apps page, select Manage Consumer Details
  10. Retrieve the Salesforce verification email and code. After you enter the verification code in Salesforce, the Consumer Key and Consumer Secret are displayed.

Important: Copy the Consumer Key and Consumer Secret and save them to a secure location. This information is not retrievable after you leave this page. The Consumer Key is required when Adding Salesforce to Monitoring.

Creating a User Profile

Create a new profile in Salesforce to set up user permissions and settings. When you create a new profile, you can clone an existing profile or create a new one from scratch. For more information, see Create or Clone Profiles in the Salesforce documentation.

  1. In Salesforce, navigate to Setup > Users > Profiles
  2. Click New
  3. On the Clone Profile page, select an existing profile that’s most similar to the one that you want to create. Enter a profile name and then click Save.
  4. On the Setup Profiles page, click Edit to activate the settings.
  5. Navigate to Connected App Access and select the LogicMonitor app that you’re connecting.
  6. Navigate to Administrative Permissions and enable Manage Users.
  7. Select Save.

Note: The Manage Users permission is required for monitoring storage limit usage. For more information, refer to the Salesforce REST API Developer Guide for Limits.

Creating a User

You must create a non-administrator user in Salesforce to connect to LogicMonitor. You can select an existing user or you can create a new one. For more information, see Add a Single User in the Salesforce documentation.

  1. In Salesforce, go to Setup > Users > New.
  2. In the New User window enter the name and email details. Then select a user profile to apply to the new user.
  3. Select Save.

Note: To edit the user, navigate to Setup > Users, select the drop-down arrow, and then select Edit User.

Adding Salesforce to LogicMonitor

Salesforce monitoring is added from the LogicMonitor Resources page. The SaaS Monitoring wizard guides you through the setup. You have the option to add new resource properties to your Salesforce instance, or to select existing properties. The wizard displays the certificate information, which can be copied and saved to a file (CRT or PEM).

  1. In LogicMonitor, navigate to Resources and select Add [+].
  2. From the Add Resources window, select Cloud and SaaS.
  3. Navigate to the SaaS Monitoring section and select Salesforce > Add.
  4. From the SaaS Monitoring wizard, enter a Name and Description for the Salesforce account. These fields determine how the resource is displayed throughout your LogicMonitor environment.
  5. Enter a Parent Group to add this resource to an existing group. The default value is root.
  6. Enter Properties (key-value pair) by typing a Name and Value. You can also select from a list of existing properties. Select Next.
  7. On the Permissions page, enter the permissions that you collected while Adding a Connected App.
    • Username: Enter the Salesforce UserName that is associated with the administrator account.
    • Consumer Key: Enter the Salesforce Consumer Key that is associated with the connected app.
    • Certificate: Copy and paste the contents of the Certificate field into a text file, then save the file locally with a CRT (.crt) or PEM (.pem) extension.
  8. Log on to your Salesforce account and navigate to the connected app that you set up while Configuring Salesforce.
    • On the Manage Connected Apps page, select Edit > API (OAuth Settings) > Use digital signatures
    • Select Browse to upload the CRT or PEM certificate that you created, and then save your changes.
  9. In LogicMonitor, select Test Permissions to authenticate.
  10. Select Add Service to add the new resource to LogicMonitor.

Salesforce LogicModules

The following modules are available for Salesforce SaaS integration. For more information, see Installing Modules and Packages.

Salesforce_Lightning_Usage_By_App_LightningDataSourceTotal number of Lightning Experience users. The data is calculated the next day. If there is no usage, the API doesn’t return any values.
Salesforce_Lightning_Usage_By_App_MobileDataSourceTotal number of Lightning Experience and Salesforce Mobile users.
Salesforce_Lightning_Usage_By_BrowserDataSourceLightning Experience usage results grouped by browser instance (Android, Chrome, Edge, Firefox, Internet Explorer, Safari, Salesforce, or Other). Metrics are available to breakdown page load times, by user, into quartiles.
Salesforce_Lightning_Usage_By_FlexiPage_HomeDataSourceCustom pages viewed most frequently in Lightning Experience.
Salesforce_Lightning_Usage_By_FlexiPage_UtilityDataSourceCustom Lightning Experience utility page metrics. The data is calculated the next day. If there is no usage, the API doesn’t return any values.
Salesforce_Lightning_Usage_By_Page_HomeDataSourceLightning Experience usage results for home pages. Metrics are available to breakdown page load times by user into quartiles.
Salesforce_Lightning_Usage_By_Page_SetupDataSourceStandard Lightning Experience setup page metrics. The data is calculated the next day. If there is no usage, the API doesn’t return any values.
Salesforce_LimitsDataSourceInformation about organizational limits. For each limit, this resource returns the maximum allocation and the remaining allocation based on usage.
Salesforce_StatusDataSourceOverall status of Salesforce instance indicating the most severe ongoing event, and if it affects a core service:
0: "OK"
Salesforce_License_UsageDataSourceUsage of Salesforce Licenses Purchased.
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