Friday 2 August 2019

Salesforce Event Monitoring Analytics

What Is Event Monitoring?

Event here means user activity, Tracking and providing information for the same is called Event Monitoring. It is one of the tools of salesforce to help and keep your data secure by monitoring.

In simple terms, once you get license of Event Monitoring by default salesforce provide you 16 dashboard, and these dashboard covered almost all the events. Just you need to provide access to the profiles. Any modification also we can do it.

 Salesforce provides 16 Dashboard broken into 3 key sector (Adoption, Performance and Security):
  • Logins
  • Logouts
  • URI (web clicks in Salesforce Classic)
  • Lightning (web clicks, performance, and errors in Lightning Experience and the Salesforce mobile app)
  • Visual force page loads
  • API calls
  • Apex executions
  • Report export

All these events are stored in event log files. An event log file is generated when an event occurs in your organization and is available to view and download after 24 hours. The event types you can access and how long the files remain available depends on your edition.


Developer Edition (DE) organizations have free access to all log types with one-day data retention.
Enterprise, Unlimited, and Performance Edition organizations have free access to the insecure external assets, login, and logout event log files with one-day data retention. For an extra cost, you can access all log file types with 30-day data retention.

Step By Step Process to implement Event Monitoring Analytics


Prerequisite :


The Fist Step which has to do by your organization admin manager or the respective person has to buy the license for Analytic Studio(For Event Monitoring Analytics) from Salesforce.

Steps under Salesforce Org (in your Sandbox):

Enable Analytics
In Setup, enter Analytics in the Quick Find box, then select Getting Started.
Click on Enable Analytics Button*.***
Enable Analytics Settings
In Setup, enter Analytics in the Quick Find box, then select Settings.
Check all the check boxes except Enable Data Sync and Connections and Inherit sharing from Salesforce
Enable View Event Log Data in Analytics Apps
In Setup, enter Event in the Quick Find box, then select Event Monitoring Settings.
Select View Event Log Data in Analytics Apps
Assign a standard permission set to the respective user.

Standard Permission SetFor
Event Monitoring Analytics AdminUsers who create and customize Event Monitoring Analytics apps and data flows
Event Monitoring Analytics UserUsers who view Event Monitoring Analytics apps
  1. Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
  2. Click the Event Monitoring Analytics User permission set.
  3. Click Manage Assignments.
  4. Click Add Assignments.
  5. Select Julie Chavez and click Assign.
  6. Click Done.

Steps to create App in Analytic Studio.

  1. From the App Launcher, select Analytics Studio.
  2. Click Create and select App.
  3. Click Create App from Template.
  4. Select Event Monitoring Analytics App, and then click Continue.
  5. In the Event Monitoring Analytics App - Personalize wizard, otherwise known as the configuration wizard, select the amount of data you want to include in your app. Each dataset corresponds to one or more prebuilt dashboards.
    Since we’re going to focus on reports, we want the maximum amount of data possible for datasets: 30 days. So we choose 30 days for the Report and URI datasets, and accept the default values for all other datasets.
        1.On the Step 1 of 5 page, click Looks good, next without making any changes.
        2.On the Step 2 of 5 page, change the number of days of Report data to 30, then click Looks good, next.
       3. On the Step 3 of 5 page, change the number of days of URI data to 30.
        Click Looks good, next without making any other changes until you reach the area to name your app.
      4. Name your app Analytics for CIO and click Create.
       
This takes a few minutes,  Soon, you’ll receive an email stating that the dataflow ran successfully, and you can move on to the next section.


Key terms of Einstein Analytics:


Dataset : Dataset are the tables of the data that are being pulled over from salesforce into Einstein Analytics.

Lens : A Saved Exploration of Data.

Dashboard : A set of charts, metrics, and tables that gives an interactive view of your data.

Apps: A Dynamic folder that contains a group of dataset, lenses and Dashboards that you can share with your colleagues.

        4 comments:

        1. How can you a monitor user clicks on lightning page???

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        2. Hi, Can we build dashboards other than this 16?

          ReplyDelete
        3. That is very interesting; you are a very skilled blogger. I have shared your website in my social networks! A very nice guide. I will definitely follow these tips. Thank you for sharing such detailed article.
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