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THANK YOU, SPONSORS
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
..
Agenda
1. Live drama
1. sfdx-hardis monitoring to the rescue
2. What if i’m bored to read notifications ?
1. 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
.
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 ?
.
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 ?
.
.
Grafana Dashboards
Grafana Dashboards
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
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
.
.
Q&A
Get started: https://sfdx-hardis.cloudity.com/salesforce-monitoring-home/
..
THANK YOU, SPONSORS
..

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WirSindOhana24 - Monitor your Salesforce orgs with open-source only !

  • 2. Monitor your Salesforce Orgs …with open-source only ! :) .
  • 3. 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 ..
  • 4. Agenda 1. Live drama 1. sfdx-hardis monitoring to the rescue 2. What if i’m bored to read notifications ? 1. Demo time . .
  • 5. Live Drama SOS Production: Heroes and Zeroes in Action ! .
  • 6. 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 . ..
  • 7. 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 ? . ..
  • 8. 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 .
  • 9. sfdx-hardis monitoring to the rescue . … and free & open-source as usual !
  • 10. 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 !)
  • 11. 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 .
  • 12. 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 !
  • 13. Daily Metadata Backup View detailed differences View list of differences Compare with same org in the past, or with other branches ! . Daily Metadata Backup
  • 14. Suspicious setup activities ● Detect and display sensitive setup actions not performed by the deployment user or the release manager . .
  • 15. Failing test classes ● Send notification to channel when there are failing test classes .
  • 16. 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… .
  • 17. 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 .
  • 18. Unused users Why paying Salesforces licenses to users that never logged in during the last 6 months ? .
  • 19. 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 :) .
  • 20. 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 …) .
  • 21. What if I’m bored to read notifications ? . .
  • 25. 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
  • 26. Demo time . … let’s show something real ! .
  • 27. 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 . .