Ensuring Salesforce Reliability Through Comprehensive Monitoring

In today’s fast-paced business environment, the reliability of your Salesforce platform is crucial to maintaining operational efficiency and delivering exceptional customer experiences. At DocuSign, our production support team has established a comprehensive monitoring strategy to ensure the seamless operation of our Salesforce environment. Here, we outline the key areas we monitor to uphold Salesforce reliability and performance.

1. Scheduled Jobs and Batch Apex

Monitoring the status of scheduled jobs and batch Apex classes is essential to ensure they complete successfully. We set up alerts for failed jobs and track execution times to identify performance issues promptly.

2. Data Storage and Usage

Keeping an eye on data storage limits and usage is vital to avoid hitting storage caps. We also track file storage usage to identify large files or excessive consumption that could impact performance.

3. API Usage

Monitoring API call usage helps us stay within limits and prevents disruptions in integrations. Alerts are set for nearing API limits, ensuring proactive management of resources.

4. Governor Limits

Tracking various governor limits like SOQL query limits, DML statements, CPU time, and heap size allows us to identify and address patterns of limit breaches, optimizing performance and efficiency.

5. System Performance

We monitor page load times, transaction times, and general performance metrics to ensure a smooth user experience. Using Salesforce’s Event Monitoring, we gain insights into performance issues and address them promptly.

6. Error Logs and Debug Logs

Regularly reviewing error and debug logs helps us identify issues or anomalies. Automated alerts for critical errors or repetitive patterns enable us to take swift corrective action.

7. Integration Monitoring

Monitoring the status and performance of integrations, such as those with MuleSoft, is crucial. We track the success and failure rates of integration jobs and data syncs to ensure smooth operations.

8. User Activity and Security

Monitoring login history and user activity helps detect unauthorized access or suspicious behavior. Tracking changes to critical data and system configurations ensures data integrity and security.

9. Data Quality

Maintaining high data integrity is crucial. We monitor for duplicate records, incomplete data, or discrepancies, and set up validation rules and automated checks to maintain data quality.

10. Custom Code and Triggers

Monitoring custom code performance and trigger execution helps us track Apex exceptions and debug logs for any issues, ensuring our custom solutions run smoothly.

11. Email Deliverability

We monitor email send rates and bounce rates to identify any issues with email deliverability. Tracking email logs ensures important communications are sent and received without fail.

12. Backup and Restore

Regular backups of Salesforce data are essential. We monitor the status and success of backup jobs and periodically test restore processes to ensure data recovery readiness.

13. Licenses and User Management

Efficiently managing Salesforce licenses and tracking inactive users and license expirations helps optimize resource allocation and cost management.

Conclusion

Establishing a robust monitoring strategy is not just about maintaining system performance—it’s about ensuring that your Salesforce environment supports your business goals effectively.

Invest in comprehensive monitoring to protect your Salesforce environment and drive continuous business success. If there are other areas that should be included, please let me know in the comments.