Instance Status Monitoring for Salesforce Cloud (Configure)

⚙️ Configure Salesforce Instance Status Monitoring

GermainUX monitors the status of the Salesforce instance used by your organization and can alert teams when Salesforce reports a service disruption or degradation.

🎯 Instance Status Monitoring helps teams:

The monitoring is performed by the GermainUX Engine and is enabled automatically through the Salesforce Application wizard.

📊 What Instance Status Monitoring Measures

GermainUX retrieves status information associated with the configured Salesforce instance.

Depending on the information published for that instance, GermainUX can identify:

Instance Status Monitoring reflects the status reported for the Salesforce instance. It does not, by itself, prove that every user can reach or use your Salesforce organization. Combine it with Real User Monitoring and synthetic monitoring for end-to-end availability from the user’s perspective.

📋 Prerequisites

Before configuring Instance Status Monitoring, confirm that:

For initial Salesforce deployment, see Deploy GermainUX for Salesforce.

🔎 Find the Salesforce Instance Name

The monitor requires the Salesforce instance name associated with your organization.

Examples of instance-name formats may include:

NA123
EU45
AP67

Do not enter:

Use Salesforce’s organization and instance information to identify the current instance. See Salesforce’s guidance on finding your organization’s instance.

Salesforce can move an organization to another instance. Update the GermainUX configuration if the assigned instance changes.

🔁 Enable Instance Status Monitoring

Instance Status Monitoring is enabled automatically when Salesforce monitoring is deployed through the Salesforce Application wizard.

To configure it:

1. Open GermainUX Workspace.

2. Open the left navigation menu.

3. Select Wizards.

4. Select Salesforce Application.

5. Choose the GermainUX Engine that will run the monitor.

6. Enter the Salesforce connection information.

7. Enter the correct Salesforce Instance Name.

8. Expand Show Advanced if you want to change the collection interval.

9. Set Instance Status Monitoring Interval.

   

10. Complete the wizard.

The wizard creates a component with this type:

Salesforce Instance Status Monitor

⏰ Default Monitoring Frequency

By default, the monitor runs every 12 hours.

This interval may be sufficient for historical status collection, but it is generally too infrequent for rapid operational alerting. If your objective is to detect incidents promptly, configure a shorter interval that matches:

The monitor can detect only the status available when it runs. For example, a 12-hour interval can delay notification by many hours.

🔧 Configure the Frequency During Deployment

During the Salesforce Application wizard:

1. Select Show Advanced.

2. Locate Instance Status Monitoring Interval.

3. Enter the required frequency.

4. Complete the wizard.

⚙️ Change the Frequency After Deployment

To update an existing monitor:

1. Open GermainUX Workspace.

2. Open the left navigation menu.

3. Select Germain.

4. Open the State tab.

5. Search for:

   Type Name = Salesforce Instance Status Monitor
   

6. Select the monitor associated with the intended Salesforce organization.

7. Update Execution Schedule.

   

8. Save the change.

The new schedule applies to subsequent executions.

✏️ Update the Salesforce Instance Name

Update the monitor if Salesforce moves the organization to another instance or if the initial instance name was incorrect.

1. Open GermainUX Workspace.

2. Open the left navigation menu.

3. Select Germain.

4. Open the State tab.

5. Search for:

   Type Name = Salesforce Instance Status Monitor
   

6. Select the applicable component.

7. In References, select Instance.

   

8. Update the Value field with the new Salesforce instance name.

   

9. Save the change.

10. Allow the monitor to run again.

11. Verify that status data is associated with the correct instance.

⛔ Disable Instance Status Monitoring

To stop ongoing collection:

1. Open GermainUX Workspace.

2. Open the left navigation menu.

3. Select Germain.

4. Open the State tab.

5. Search for:

   Type Name = Salesforce Instance Status Monitor
   

6. Locate the applicable monitor.

7. Turn off the toggle in the Enabled column.

8. Save the change if prompted.

   

Disabling the component stops future status checks. Previously collected status events remain available according to the configured retention policy.

🔄 Re-enable Monitoring

To resume collection:

1. Return to Germain → State.

2. Search for Salesforce Instance Status Monitor.

3. Enable the applicable component.

4. Confirm the instance name.

5. Confirm the execution schedule.

6. Save the configuration.

7. Allow the next status check to run.

👁️ View Salesforce Instance Status

Open:

GermainUX Workspace → Dashboards → All → Salesforce

Review the portlets related to Salesforce instance status.

The dashboard can display:

Select an event to open its details and related analysis.

📈 Salesforce Instance Status KPIs

See Salesforce Instance Status KPIs.

Use these KPIs to:

🔔 Configure Alerts

Create alerts for the conditions requiring operational attention.

Useful alert conditions include:

Alerts can notify:

Configure recovery notification as well, so recipients know when the service returns to normal.

🔗 Correlate Status With User Impact

A Salesforce incident does not necessarily affect every organization, service, user, or workflow equally.

Correlate the instance-status event with:

This allows teams to determine:

A matching timestamp provides useful evidence but does not, by itself, prove that the Salesforce incident caused the observed issue.

✅ Validate Instance Status Monitoring

After deployment or a configuration change, verify that:

No Instance Status Data Appears

If the monitor runs but no data appears:

1. Confirm that the GermainUX Engine is running.

2. Verify that Salesforce Instance Status Monitor is enabled.

3. Confirm the configured instance name.

4. Check the last execution and next scheduled execution.

5. Verify that the Engine can reach the Salesforce status source.

6. Review Engine logs for network, parsing, and service errors.

7. Confirm the selected dashboard time range.

8. Check organization, environment, and instance filters.

9. Run or wait for another scheduled collection after correcting the configuration.

❓ The Status Is for the Wrong Instance

If the dashboard displays status for another Salesforce instance:

1. Determine the current instance assigned to the Salesforce organization.

2. Open the monitor under Germain → State.

3. Select the Instance reference.

4. Replace its value.

5. Save the change.

6. Allow the monitor to run again.

7. Verify the new data.

Historical facts for the old instance remain available unless removed through the normal retention process.

🤔 Status Is Normal but Users Still Have Problems

A normal published instance status does not rule out:

Investigate:

🛡️ Recommended End-to-End Availability Coverage

Use these monitoring layers together:

Together, these sources provide stronger evidence than instance status alone.

📚 Related Documentation

• Salesforce Monitoring Configuration

• Apex Code Monitoring

• Salesforce Debug Log Monitoring

• Salesforce Error Monitoring

• User Monitoring and Session Replay

• Salesforce Monitoring KPIs

ℹ️ Get More Information

GermainUX can help determine which monitoring, analytics and automation capabilities are appropriate for your Salesforce CRM environment.

Contact GermainUX Support.