x
L o g i c M o u n t

Managing Salesforce Integrations with Event Monitoring

What is the Event Monitoring Feature of Salesforce Shield?

The powerful Event Monitoring function of Salesforce Shield provides in-depth information about user behavior inside your Salesforce environment. In essence, event monitoring lets IT and operations managers keep an eye on and watch different kinds of events occurring across the Salesforce platform. This covers monitoring login attempts, data exports, report access, and record or configuration changes. These monitoring features may also be expanded and customized with the help of Salesforce development services, making sure they meet the unique needs and regulatory standards of your company.

Salesforce Event Monitoring: Who Finds It Useful?

From boosting security to guaranteeing compliance to increasing operational efficiency and maintaining system integrity, event monitoring provides a host of advantages to different teams within your company. Those who have access to it, most benefit from it are these:

Data Governance and Information Security (InfoSec) Teams
Information security and data governance teams need to use event monitoring to look into potential data security risks, such as illegal downloads and access. Access audit logs also aid in meeting compliance standards.

Teams for Operations (Ops)
Event monitoring is a tool used by operations teams to monitor end-user access and spot unusual activity that can point to the need for changing user permissions.

Owners of Business and IT Systems
This team uses Event Monitoring to keep an eye on changes to system mappings that could lead to misconfigurations and activity from third-party APIs.

The Advantages of Event Monitoring

When utilized properly, Event Monitoring—which is included as part of your Salesforce Shield investment—can greatly increase the return on investment for your company. Professionals in operations, IT, and security can benefit in a number of important areas.

Keeping Salesforce Secure

Through the tracking of login events, report access, and attempts to export sensitive data, Event Monitoring assists your team in proactively safeguarding your Salesforce environment. By doing so, security breaches can be avoided as unauthorized or questionable behavior can be quickly identified and mitigated.

Maintaining Compliance in Your Company

Events Monitoring helps your compliance efforts by giving you a thorough log of all user activity. It provides thorough audit trails, which exactly record who accessed which data when, to assist ensure compliance with industry norms and standards.

Enhancing Efficiency

Enhancements to the system and procedures can be found by examining configuration changes made to integrated Salesforce apps. Teams may find and fix performance bottlenecks by keeping an eye on these changes, which improves workflow efficiency and system responsiveness.

Increasing Uptake and Involvement of Users

By analyzing user involvement throughout Salesforce, event monitoring enables you to spot market niches where adoption could be lacking. To maximize the return on your Salesforce investment, you may use the insights obtained from this to identify areas that need additional training or assistance.

Obtaining and Applying Event Data

Several methods, such as APIs for bespoke analytics or interaction with third-party monitoring systems, are available to retrieve data from Event Monitoring. In order to guarantee that your Salesforce configuration is safe, legal, productive, and well-managed, Salesforce also includes integrated dashboard and reporting services.

Using Event Monitoring to Manage Salesforce Integrations

Though its present UX/UI can make it difficult to visualize the following steps after investing, Event Monitoring is a useful tool. Sonar Pulse is quickly replacing other tools in this space, enabling IT and operations managers to improve integration management through greater utilization of event monitoring logs.

These four innovative methods can help you better manage your Salesforce integrations services, regardless of whether you’re starting from scratch in Analytics Studio or using an advanced event monitoring tool like Sonar.

1. Identify Recently Added Integrations

You can find out which people and third-party apps have lately accessed Salesforce data by methodically going over event logs. All access instances, including new API connections made by integrations like Salesloft, HubSpot, or other tools, are recorded in event logs. Teams in charge of operations and IT can use this to swiftly spot illegal access and verify that newly integrated systems follow security guidelines and access controls. Maintaining data integrity and security requires having a current awareness of who is accessing your data and why, which is made possible by routine audits of these logs.

2. Track Configuration Changes at the Field and Object Levels

To track modifications made by other teams or using other tools, event monitoring is crucial for operations teams tracking mappings and configurations at the field level. A timestamp-assigned log organizing tool may record what was modified, by whom, and when, regardless of whether the modifications take place in CRM platforms like Salesloft or HubSpot. Due to this feature, operations teams are able to respond quickly to any faults or disruptions brought about by these changes as they are the first to learn about them. Additionally, it aids in maintaining data accuracy and consistency across systems, which is essential for reliable data and operational effectiveness.

3. Track API Requests

At the organizational level, Salesforce offers a daily API limit; however, it does not identify which integrations use these calls. You may identify precisely which third-party integration is making particular API calls with the help of improved Event Monitoring logs. By ensuring that no single integration uses resources excessively and jeopardizes system performance, IT and Ops teams can better control and optimize API consumption thanks to this deep information. In order to prevent system slowdowns or disruptions, it also helps troubleshoot and resolve issues connected to API usage.

4. Hasten the Information Security Audit Log Delivery

Event Monitoring logs are an invaluable resource for security teams who need to obtain access logs to meet compliance requirements for frameworks such as HIPAA, PCI, or ISO 27001. Regarding user activities, such as data access and alterations, these logs offer comprehensive and useful information. Teams can review which users and fields are being accessed, including ones that include personally identifiable information (PII), by joining and filtering event audit logs. As a result, information security teams can promptly detect possible problems with compliance or violations of data handling guidelines.

Incorporating these strategies can significantly enhance how you manage Salesforce integrations with Event Monitoring. For the best results, consider collaborating with us. The best Salesforce consultant, investing in Salesforce app development, and seeking guidance from a Salesforce integration consultant. These experts can help you leverage Event Monitoring to its fullest potential, ensuring your Salesforce environment is secure, compliant, and optimized for performance.

Admin