08/30/22 Release Notes

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Monitoring & Analytics - Salesforce (enh)

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Description

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1. Enhancement: Additional real-time analysis of SFDC Log

• New KPIs being preconfigured in/monitored by Germain (and other KPIs already available)
  • PlatformEventUsage
    • Custom Log Objects
    • LogEvent__c (This is new one will be available after 05/13/2022)
    • System_Error__c
  • Metadata/Settings
    • CustomLabel
    • Custom Metadata Objects
    • Custom Setting Objects
  • Other objects like
    • AsyncApexJob
    • FlowInterview
• Dashboards/portlets

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2. Enhancement: Click Duration Breakdown

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3. Enhancement: Alerts when a Salesforce Case (in this example, Cases are Credit Card or Membership Orders) stays in “submitted” status longer than 30 minutes

• SOQL Statement to check on Credit Card staying in Submitted status for more than 30 minutes

• SOQL Statement to check on Membership Orders staying in Submitted status for more than 30 min

• Rule

package com.germainsoftware.apm.analytics.audit;

dialect "mvel"

import com.germainsoftware.apm.data.*;
import com.germainsoftware.apm.data.model.*;
import com.germainsoftware.apm.storage.documentAudit.DocumentChange;
import java.time.*;

global org.slf4j.Logger logger;
global com.germainsoftware.apm.storage.documentAudit.DocumentAuditContext context;

/*rule "Document received"
when
  $update : DocumentChange( documentType == "Test-Document", path == "status" )
then
  logger.info("Value changed from '{}' to '{}' for {}", $update.oldValue, $update.value, $update.documentId);
end*/

rule "Status Change to Submitted"
when
  $update : DocumentChange( documentType == "Test-Document", path == "status", value == "Submitted" )
then
  logger.info("Value changed to submitted: {}", $update.documentId);

  var tx = new GenericTransaction();
  tx.name = $update.documentType;
  tx.type = "Test:Status Change";
  tx.timestamp = $update.timeCreated;
  tx.status = GenericTransaction.Status.IN_PROGRESS;
  tx.sequence = $update.documentId;
  context.storage.insertFact(tx);

  retract($update);
end

rule "Status Change from Submitted"
when
  $update : DocumentChange( documentType == "Test-Document", path == "status", oldValue == "Submitted" )
then
  logger.info("Value changed from submitted: {}", $update.documentId);

  var filter = String.format("type == 'Test:Status Change' && sequence == '%s'", $update.documentId);
  var res = context.highLevelQuery.find("GenericTransaction", filter);
  if (res.isEmpty()) {
    logger.warn("No previous status change found for: {}", $update.documentId);
    return;
  }

  var tx = (GenericTransaction)res.get(0);
  tx.status = GenericTransaction.Status.COMPLETED;
  tx.duration = DateTimeUtils.computeDuration(tx.timestamp, $update.timeCreated);
  tx.update = true;
  context.storage.updateFact(tx);

  retract($update);
end

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4. Enhancement: Aura Error “Sorry to interrupt”

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5. Enhancement: Capture External Domain

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6. Enhancement: “Click Name”

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Monitoring & Analytics - Smart Insights Daily Summary

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Description

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Configure / example

• Automation > Alerts > analytical-sla-alert

• Analytics > SLA > Smart Insights SLA - Day

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Maintenance - Document Audit (enh)

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Description

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Use Case 1: Data Audit Trail

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Use Case 2: Business Data Status

• Time to respond to a ticket
• Time to resolve a service request
• Alerts when a Case (in this example, Cases are Credit Card or Membership Orders) stays in “submitted” status longer than 30 minutes.
  • Germain runs every minute, these 2 SOQL (below) against the application database. Stores the result into Germain datamart. Then Germain generates an event whenever it detects a change to the Credit Card or Membership Order via the execution of a Rule (below)
  • SOQL Statement to check on Credit Card staying in Submitted status for more than 30 minutes
    SELECT Id, CaseNumber, Id__c, Status, Partner__c, System_Category__c, Type__c, Sub_Type__c, Payment_Frequency__c, CreatedDate
    from Case
    where Status = ‘Submitted’
    and Type__c = ‘Billing/Payment Maintenance’
    and Sub_Type__c like ‘Credit Card%’
    and SR_Number__c = null
    and CreatedDate >= 2022-01-06T00:00:00Z
    ORDER BY Type__c, Sub_Type__c, CreatedDate DESC
  • SOQL Statement to check on Membership Orders staying in Submitted status for more than 30 min
    SELECT Id, CaseNumber, Siebel_Id__c, Status, Partner__c, RecordType.name, System_Category__c, Type__c, Sub_Type__c, Payment_Frequency__c, CreatedDate
    from Case
    where Status = ‘Submitted’
    and Type__c = ‘Program Maintenance’
    and Sub_Type__c in (‘Membership Enrollment’,‘Membership Renewal’,‘Renewal with Update’)
    and SR_Number__c = null
    and CreatedDate >= 2022-01-01T00:00:00Z
    ORDER BY Type__c, Sub_Type__c, CreatedDate DESC
  • Rule

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Use Case 3: User Behavior Analytics

• Times a User edits a record
• Most prolific editors
• etc.

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Use Case 4: Alert on Content

• Look for keywords that trigger alerts / events in a system.

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