GermainUX Components
User Experience and Adoption
Recommended Configuration Sequence
Security and Data Privacy
Overview
Use these configuration guides to monitor and improve the performance, reliability, adoption, productivity, and user experience of Salesforce Classic and Lightning.GermainUX Components
Depending on the required coverage, configuration may involve one or more GermainUX components:Select What You Want to Monitor
User Experience and Adoption
User Monitoring and Session Replay
Configure Real User Monitoring to capture:- Salesforce sessions
- Page views and navigation
- User clicks and interactions
- Search activity
- User-facing errors
- Browser and JavaScript errors
- Page and interaction performance
- Complete Session Replay
User Click Analysis
Configure the Salesforce actions that GermainUX should recognize and analyze as meaningful user interactions. This can include:- Opening a record
- Saving or submitting a form
- Creating a case
- Updating an opportunity
- Selecting an account
- Completing a workflow step
- Using a custom Salesforce component
- Adoption analysis
- Feature-usage analysis
- Workflow mining
- Productivity measurement
- Interaction-performance analysis
- User segmentation
User Feedback
Allow Salesforce users to submit feedback directly from the application. GermainUX can correlate the feedback with:- The affected user session
- Session Replay
- Recent interactions
- Errors
- Performance data
- Workflow context
- Technical telemetry
Error and Diagnostic Monitoring
Error Monitoring
Configure the detection and analysis of Salesforce errors, including errors presented to users. Correlate errors with:- User interactions
- Session Replay
- Browser events
- Salesforce logs
- Apex activity
- API calls
- Related services and integrations
Apex Exception Monitoring
Capture Apex exceptions and analyze:- Exception type
- Error message
- Affected Apex class or trigger
- User and transaction context
- Frequency and trend
- Related Salesforce and user-experience events
Debug Log Monitoring
Collect Salesforce debug logs for deeper transaction and code-level analysis. Use debug logs to investigate:- Apex execution
- SOQL queries
- DML operations
- Workflow and trigger behavior
- Governor
- SOQL queries
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- DML operations
- Workflow and trigger behavior
- Governor-limit consumption
- Exceptions
- Slow transactions
Salesforce Log Monitoring
Configure broader collection and analysis of applicable Salesforce logs. Use log monitoring to detect:- Errors
- Warnings
- Failed operations
- Performance degradation
- Integration problems
- Security or administrative activity
Apex Code Monitoring
Configure Apex monitoring to analyze Salesforce code execution and identify:- Slow Apex transactions
- Slow classes or methods
- Trigger delays
- SOQL performance
- Excessive query volume
- DML activity
- Governor-limit risks
- Exceptions and failed transactions
Salesforce Operations and Availability
Instance Status Monitoring
Monitor the availability and status of the Salesforce instance used by your organization. Use this data to:- Detect Salesforce service degradation
- Distinguish Salesforce-wide issues from organization-specific problems
- Correlate instance incidents with user errors or slow performance
- Notify operations teams when service status changes
Salesforce Statistics
Collect operational and usage statistics to understand Salesforce activity, capacity, and trends. The available statistics depend on the Salesforce APIs and permissions enabled for the integration. Configure Salesforce Stats MonitoringOmni-Channel Monitoring
Monitor Salesforce Omni-Channel activity to analyze:- Agent availability
- Work assignment
- Routing
- Queue behavior
- Capacity
- Acceptance and handling
- Delays affecting service representatives or customers
Events, Audit, and Administrative Changes
Real-Time Event Monitoring
Configure Salesforce real-time events when timely detection is required. Depending on the enabled Salesforce features and licenses, events can help monitor:- User activity
- API activity
- Authentication
- Data access
- Security events
- Application behavior
- Operational changes
Audit Monitoring
Monitor Salesforce administrative and configuration changes to establish who changed what and when. Audit data can help investigate:- Unexpected application behavior
- Configuration drift
- Permission changes
- Deployment-related problems
- Security events
- Changes correlated with a new performance or user-experience issue
Recommended Configuration Sequence
For a new Salesforce environment, configure monitoring in this order:Complete the Salesforce deployment prerequisites
Configure User Monitoring and Session Replay
Apply masking, anonymization, and exclusion rules
Configure meaningful Salesforce user actions
Enable user-facing error detection
Configure the Salesforce Engine integration
Enable Apex, exception, log, event, audit, status, and statistics monitoring as required
Configure critical Salesforce workflows
Build or customize the required dashboards
Define SLAs, alerts, reports, and automated actions
Validate monitoring with representative users
Confirm security, privacy, data-volume, and retention settings before the production rollout
Validate the Configuration
After configuration, confirm that GermainUX receives the expected data.User-Experience Validation
Verify that:- Salesforce sessions appear.
- Users and application profiles are identified correctly.
- Navigation and meaningful user actions are captured.
- Interaction durations are available.
- Errors are detected.
- Session Replay contains the expected activity.
- Sensitive values are masked or excluded.
Server-Side Validation
Verify that:- The Salesforce OAuth connection succeeds.
- The correct organization and instance are monitored.
- Apex, exception, log, event, audit, and statistics data appear as configured.
- The dedicated integration user has only the approved permissions.
- API limits and data-collection volume remain acceptable.
Correlation Validation
When both browser and Salesforce monitoring are enabled, confirm that GermainUX can relate:- User interactions to server-side activity
- Errors to the affected sessions
- Slow actions to Apex, SOQL, API, or integration delays
- Workflow problems to the responsible UX or technical events
Security and Data Privacy
Before production enablement:- Use a dedicated Salesforce integration account.
- Grant only the OAuth scopes and Salesforce permissions required.
- Configure masking, anonymization, and exclusions.
- Avoid collecting credentials, tokens, health information, payment data, or other sensitive values unless explicitly required and protected.
- Limit debug logging to the users and periods needed.
- Review Salesforce API usage and storage volume.
- Validate access to Session Replay and other user-level data.
- Align data retention with organizational policies.
Additional Resources
Troubleshooting Tips
Management
Get Help
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