Use Cases for Salesforce (SFDC)
Germain UX enhances Adoption, UX, and Productivity for both Salesforce Classic and Lightning environments with use cases including:
Boost SFDC adoption.
Improving Operational Productivity.
Optimize SFDC Application Performance and Usage.
And more Use Cases
Features for Salesforce (SFDC)
Germain monitors SFDC Lightning and Classic, 24x7 in real-time to find frictions that affect Adoption or Conversion. It helps understand “why” these frictions occur, detects them before business impact, automates resolution (whenever that is considered safe and sound), in real-time, 24x7. In summary, Germain offers:
Recording of Real User Session and Session Replay (24x7, Real-time).
UX Friction Finding & Analysis at User Behavior, Workflow and Technology levels (24x7, Real-time).
Business Process Inefficiency Identification (24x7, Real-time).
Real User Feedback (for NPS).
Proactive detection, alert, and (when considered safe) resolution (24x7, Real-time).
Critical trend identification (24x7, Real-time).
Monitoring of SFDC Capacity, Performance and Usage (24x7, Real-time).
Now, here are more details on Germain UX features for SFDC:
Real User Monitoring & Session Replay for Salesforce Clouds (SFDC)
Germain automatically records millisecond-precise, pixel-perfect user sessions 24/7, providing real-time insights to understand both the 'what' and the 'why.' Germain UX identifies friction points and their underlying causes, streamlining business impact analysis for critical UX, Adoption, and Productivity issues without the need to review numerous videos. You can quickly replay specific segments of recorded sessions by searching for your priorities. All business or metadata data is fully searchable, maintaining GDPR compliance, whether at scale or within a recorded session.
More details about Germain UX Real User Session Monitoring and Session Replay.
More details on Germain KPIs for SFDC User Experience.
Business Process Inefficiency Identification for SFDC
Germain offers real-time 24/7 performance monitoring for critical business processes and workflows in your SFDC application and automatically detects and highlights inefficiencies or productivity loss, most often referred to as overrun.
Importantly, this Workflow Mining feature works seamlessly with various data sources and operates without direct user involvement. For instance, with Germain, you can trace the complete customer journey, from website visits to interactions with your sales team, in-person visits to your office or store, and through back-end order fulfillment and shipping processes.
Automatic measure and tracking of wasted time for all users, teams for Salesforce and other application, in near real-time, 24/7:
Productivity Insights at the Process level
Automatic in-depth analysis of wasted time at the process level, breaking it down at the team, user, and milestone levels.
Productivity Insights at User Session Level
Replay the user sessions that contributed to the wasted time. Automatic qualitative and quantitative insights, to best understand “why” time was wasted
Business Journey Flow
Gain insight into the flow and efficiency of a business operation on a large scale, and identify areas where it may be ineffective.
More details on KPIs for Business Process Monitoring and Inefficiency automatic finding:
Real User Feedback (NPS)
For Net Promoter Score (NPS), Germain offers a powerful capability that enables real users to provide their feedback in real-time through a popup that can be dynamically enabled and made visible on the monitored application. This feedback is crucial for assessing customer satisfaction and loyalty. More details on Germain UX’s User Feedback Popup and how to enable it.
Proactive Detection, Alert, and Resolution (24x7, Real-time)
Germain offers a number of automation mechanisms to help proactively detect, analyze and possible resolve issues.
Alert when issues occur. Details on how to configure alerts.
Proactively detect issues: Germain enables proactive issue detection that affects SFDC users, applications, or integrations in real-time, 24/7. This is achieved through various automation mechanisms, including RPA Bots (e.g., Selenium). More details on Synthetic User Scenario.
Critical Trend Identification in SFDC (24x7, Real-time)
Any Business, UX, Technology related KPIs can benefit from Germain’s Smart Insight algorithm. That helps managing capacity, identify hard-to-identify new issues, whether there are technology, process or user experience-related issues. More details on Smart Insights here.
Monitoring of SFDC Capacity, Performance and Usage (24x7, Real-time)
Germain continuously monitors the performance and uptime of SFDC applications, with automatic analysis of slowness or errors down to Apex code, database operations, and custom objects in real-time, 24/7.
Technology issues, such as slow page loading, browser freezes, and specific errors relevant to SFDC users, are automatically identified by Germain. Some examples:
Apex Code Insights
Browser Insights (for SFDC)
Click Insights (for SFDC)
Custom Objects Insights (for SFDC)
For instance, you can use Germain to monitor System_Error__c
Database Execution Insights (for SFDC)
Data Update / Delete / Create Monitoring of SFDC
Monitor SFDC Data (Record Creation, Update, Deletion, Rollback), in real-time, 24x7.
Supported only in Salesforce Lightning Experience (Spring '19 or above)
Available for standard and custom objects - More details on Change Event Object Support.
Salesforce License allocations apply - More details on Change Data Capture Allocations.
Debug Log Insights (for SFDC)
Monitor of SFDC Log, in real-time, 24x7
Error Insights (for SFDC)
Errors that Affect Business
Identify Errors that matter i.e. that affect Users or Business Operations and place a lower priority for the rest, near real-time, 24x7. More details on how to Focus on Errors that impact your Users and Processes.
Monitoring of SFDC Apex Error, real-time, 24x7.
Monitoring of SFDC Error, real-time, 24x7.
Event Monitoring (SFDC)
Monitoring of SFDC Event, real-time, 24x7.
Health Check metrics (SFDC)
Monitoring of SFDC Security Health Check.
HTTP Requests processed (by SFDC)
Monitoring of SFDC Failed HTTP Requests, real-time, 24x7. Example here showing failed http requests:
Instance Status Monitoring for SFDC
Monitoring of SFDC Instance Status, real-time, 24x7.
Integration Insights (SFDC)
Germain UX provides real-time, 24/7 monitoring of SFDC integrations, such as CTI and Chat. Some examples:
Logs Analysis (of SFDC)
Monitoring of SFDC Logs, real-time, 24x7.
Metadata Change in SFDC
Monitoring of SFDC Metadata change, real-time, 24x7.
Page Insight (for SFDC)
Performance view (for SFDC)
Monitoring of SFDC Performance, real-time, 24x7.
Platform Event Usage metrics (SFDC)
Enhanced Monitoring of SFDC Platform Event Publishing and Delivery Usage.
Real-time Event of SFDC
Monitoring of SFDC Real-time Event, real-time, 24x7.
Resource Usage of SFDC
Monitoring of SFDC Resource Usage, real-time, 24x7.
Resource Usage metrics (SFDC)
Monitoring of SFDC Resource Usage and Limit.
Setup Audit events (SFDC)
Monitoring of SFDC Setup Audit events (SetupAuditTrail)
SOQL Execution Insights (SFDC)
Monitoring of SFDC SOQL Execution , real-time, 24x7.
Monitoring of SFDC Switch to classic, real-time, 24x7.
Transactions Tracing (SFDC)
Visual Force Insights (SFDC)
Monitoring of SFDC Visual Force Metric, real-time, 24x7.
Details about preconfigured KPIs in Germain UX for SFDC:
Germain KPIs for SFDC Application Performance.
Germain KPIs for SFDC Audit Trail.
Germain KPIs for SFDC Usage and Capacity.
Compliance, Data Security and Privacy
Data and Metadata updates, Usage of SFDC are continuously monitored by Germain in real-time, around the clock. This monitoring strictly adheres to your organization's compliance regulations and configured data security and privacy mechanisms.
For more detailed information, please reaching out to us: https://docs.germainux.com/main/support . We will provide you with further guidance and assistance tailored to your needs.
Feature Availability: 2023.1 or later