Deployment for Salesforce Classic, Lightning

🚀 Deploy GermainUX for Salesforce Classic and Lightning

GermainUX can monitor Salesforce from the user interface through the underlying Salesforce services and integrations.

A complete deployment can provide:

The components you deploy depend on the required coverage.

✅ Select the Required Deployment

For complete Salesforce monitoring, deploy both:

1. The RUM Extension for user-experience monitoring and Session Replay.

2. The GermainUX Engine integration for Salesforce and integration-level monitoring.

Why Salesforce User Monitoring Requires a Browser Extension

Salesforce does not allow custom Aura or Lightning Web Component code to access the root context of the entire Salesforce page. Salesforce security boundaries intentionally isolate component code from other components and the page containing them.

A custom Salesforce component can help configure GermainUX, but it cannot independently provide complete monitoring of the entire Salesforce interface.

The GermainUX RUM Extension runs in the browser context required to monitor Salesforce Classic or Lightning across the full page. This enables capabilities such as:

Without the extension, monitoring is limited to the Salesforce components or services that can be accessed through the available Salesforce APIs and custom-component security boundaries.

⚙️ Deployment Overview

A typical deployment follows this sequence:

👀 Real User Monitoring and Session Replay

📋 Requirements

Before deploying Salesforce Real User Monitoring, confirm the following:

🔌 Deploy the RUM Extension

There are two deployment models.

🏢 Organization-Wide Deployment

Use enterprise browser-management policies, such as Windows Group Policy, to deploy the extension to all applicable Salesforce users.

This approach is recommended for managed production environments because it provides:

See Deploy the GermainUX RUM Extension for All Users.

🙋 Individual Deployment

Install the extension manually for selected users when:

See Deploy the GermainUX RUM Extension for an Individual User.

A video overview is also available.

🔧 Configure the RUM Extension

After installation, configure the extension using one of these methods:

Salesforce CSP Trusted Sites must also be configured for either approach.

✨ Option 1: Automatic Lightning Component Configuration

The Lightning component detects whether the GermainUX RUM Extension is installed and sends the required GermainUX URL, Salesforce website, application name, and profile name to it.

🔧 Create the Lightning Component

1. Log in to Salesforce as an authorized administrator.

2. Open Setup.

3. Open the Developer Console.

4. Select File → New → Lightning Component.

5. Name the component:

GermainUXComponent

6. Add the following markup:

<aura:component
    implements="flexipage:availableForAllPageTypes"
    access="global">

    <aura:handler
        name="init"
        value="{!this}"
        action="{!c.doInit}" />

    <aura:attribute
        name="currentUser"
        type="User"
        default="{'sObjecttype': 'User'}" />

    <p class="slds-hide">
        <span id="germain-ux-profile-email">
            {!v.currentUser.Email}
        </span>

        <span id="germain-ux-profile-id">
            {!v.currentUser.Id}
        </span>
    </p>

    <p aura:id="container" class="slds-hide">
        <lightning:card
            title="Germain UX"
            iconName="custom:custom11">

            <div
                class="slds-grid slds-grid_vertical slds-align_absolute-center"
                aura:id="install">

                <div class="slds-button slds-button_brand">
                    <p class="slds-p-around_small slds-text-heading_medium">
                        <lightning:formattedUrl
                            aura:id="extensionUrl"
                            value=""
                            label="Install GermainUX"
                            target="_blank" />
                    </p>
                </div>

                <div>
                    <lightning:formattedUrl
                        value="https://docs.germainux.com/main/salesforce-monitoring-deployment"
                        label="Documentation"
                        target="_blank" />
                </div>
            </div>
        </lightning:card>
    </p>
</aura:component>

The hidden profile elements expose the current Salesforce user ID and email to the GermainUX configuration in a controlled format.

Review your organization’s privacy requirements before collecting or transmitting user identifiers.

📁 Create the Component Controller

1. In the Developer Console, select CONTROLLER, or press Ctrl+Shift+2.

2. Create GermainUXComponentController.

3. Add:

({
    doInit: function (component, event, helper) {
        component.set(
            "v.currentUser",
            $A.get("$SObjectType.CurrentUser")
        );

        var container = component.find("container");
        var extensionUrl = component.find("extensionUrl");
        var browserType = helper.getBrowserType();

        if (
            browserType === "CHROME" ||
            browserType === "EDGE" ||
            browserType === "FIREFOX"
        ) {
            var timeout = setTimeout(function () {
                window.postMessage(
                    { type: "germainapm.notInstalled" },
                    "*"
                );

                $A.util.removeClass(container, "slds-hide");

                extensionUrl.set(
                    "v.value",
                    browserType === "FIREFOX"
                        ? helper.EXT_IDS.FIREFOX
                        : helper.EXT_IDS.CHROME
                );
            }, 2000);

            window.addEventListener(
                "message",
                function (event) {
                    if (!event || !event.data) {
                        return;
                    }

                    var message = event.data;

                    if (message.type === "germainapm.pong") {
                        clearTimeout(timeout);

                        window.postMessage(
                            {
                                type: "germainapm.install",
                                url: helper.GERMAIN_UX_URL,
                                website: {
                                    url: window.location.origin,
                                    appName: helper.APP_NAME,
                                    profileName: helper.PROFILE_NAME,
                                    disableRemove: true
                                }
                            },
                            "*"
                        );
                    } else if (
                        message.type === "germainapm.extinstalled"
                    ) {
                        window.postMessage(
                            {
                                type: "germainapm.install",
                                url: helper.GERMAIN_UX_URL,
                                website: {
                                    url: window.location.origin,
                                    appName: helper.APP_NAME,
                                    profileName: helper.PROFILE_NAME,
                                    disableRemove: true
                                }
                            },
                            "*"
                        );

                        $A.util.addClass(container, "slds-hide");
                    }
                },
                true
            );

            window.postMessage(
                { type: "germainapm.ping" },
                "*"
            );
        }
    }
});

📚 Create the Component Helper

1. Select HELPER, or press Ctrl+Shift+3.

2. Create GermainUXComponentHelper.

3. Add:

({
    GERMAIN_UX_URL: "YOUR_GERMAIN_UX_HOST",
    APP_NAME: "Salesforce",
    PROFILE_NAME: "Salesforce",

    EXT_IDS: {
        CHROME:
            "https://chrome.google.com/webstore/detail/user-monitoring-for-webap/fkcljfeejffnjajnpjflfammljcmdfnh",
        FIREFOX:
            "https://addons.mozilla.org/en-US/firefox/addon/user-monitoring-for-webapp/"
    },

    getBrowserType: function () {
        var browser = JSON.parse(
            JSON.stringify($A.get("$Browser"))
        );

        if (browser.isWEBKIT) {
            return "CHROME";
        }

        if (browser.isFIREFOX) {
            return "FIREFOX";
        }

        var userAgent =
            window.navigator.userAgent.toLowerCase();

        if (
            userAgent.indexOf("edg") > -1 &&
            userAgent.indexOf("edge") === -1
        ) {
            return "EDGE";
        }

        return null;
    }
});

Replace:

YOUR_GERMAIN_UX_HOST

with the base URL of your GermainUX environment, for example:

https://germainux.example.com

Set APP_NAME and PROFILE_NAME to values matching the application and monitoring profile configured in GermainUX.

🗂️ Create the Lightning Application

1. Select File → New → Lightning Application.

2. Name it:

GermainUXApplication

3. Add:

<aura:application
    access="global"
    extends="ltng:outApp">

    <aura:dependency
        resource="YOUR_SALESFORCE_NAMESPACE:GermainUXComponent" />
</aura:application>

Replace:

YOUR_SALESFORCE_NAMESPACE

with your Salesforce namespace.

If your organization does not use a namespace, confirm the appropriate component resource syntax with your Salesforce administrator.

📌 Add the Component to Salesforce

The Salesforce Utility Bar is the preferred location because it can make the component available consistently across the application.

You can also add it to a Lightning page for initial testing:

1. Open the Salesforce Home page or another applicable Lightning page.

2. Select Setup → Edit Page.

3. Locate GermainUXComponent under Custom Components.

4. Add it to the page.

5. Save the page.

6. Activate it for the intended applications and user profiles.

7. Clear the browser cache if necessary.

8. Reload Salesforce.

If the extension is not installed, the component displays its installation link. If it is installed, the component sends the monitoring configuration to the extension and remains hidden.

🤝 Option 2: Manual Extension Configuration

Use manual configuration when selected users should control whether Salesforce monitoring is active.

1. Open the GermainUX RUM Extension from the browser toolbar.

2. Enter the base URL of your GermainUX environment.

3. Select Add New Website.

4. Configure:

5. Save the configuration.

6. Reload Salesforce.

7. Confirm that monitoring is enabled in the extension.

🔒 Configure Salesforce CSP Trusted Sites

Configure CSP Trusted Sites whether the extension is configured automatically or manually.

In Salesforce:

1. Open Setup.

2. Search for CSP Trusted Sites.
   

3. Add the required origins.

4. Set each entry to Active.

5. Select the appropriate Salesforce context.

6. Enable only the CSP directives required by the integration.

The current deployment requires the following origins:

The original configuration selects All contexts and CSP directives. For production, your Salesforce security team should apply the least-privilege set supported by the GermainUX deployment and validate the resulting monitoring coverage.

Do not add URL paths, wildcards, or unrelated domains unless specifically required.

🔎 Validate Real User Monitoring

After deployment:

1. Open Salesforce in a supported non-private browser window.

2. Confirm that the RUM Extension is installed and enabled.

3. Confirm that the Salesforce website appears in the extension configuration.

4. Perform several Salesforce actions:

• Navigate to another page.

• Open a record.

• Click a button.

• Run a search.

• Complete a monitored workflow step.

5. In GermainUX, verify that:

• A user session appears.

• User clicks and navigation are captured.

• Page and interaction durations are available.

• The correct application and profile are assigned.

• Session Replay opens and contains the expected activity.

• Sensitive values are masked or excluded as designed.

If no data appears, check:

💬 Enable User Feedback

GermainUX can allow Salesforce users to provide feedback directly from the application.

The feedback can be correlated with:

This helps teams understand the reported problem without requiring the user to reproduce or explain every action.

See Configure User Feedback for Salesforce.

🏭 Configure Salesforce Business-Process Monitoring

GermainUX can monitor Salesforce workflows in real time and identify:

For example, GermainUX can identify users who require eight minutes to create a case when the expected completion time is two minutes, then reveal which steps cause the delay.

See Configure Business Process and Workflow Monitoring.

Germain Software can also assist with configuring critical Salesforce workflows.

🔗 Salesforce Application and Integration Monitoring

User-experience monitoring captures what happens in the browser. The GermainUX Engine integration adds visibility into Salesforce services and connected systems.

This can include:

🔩 Prerequisite

A GermainUX Engine must be deployed and configured.

See GermainUX Engine.

🔑 Create a Salesforce Connected App

1. Log in to Salesforce as an authorized administrator.

2. Open Setup.

3. Navigate to Apps → App Manager.

4. Select New Connected App.

5. Configure:

The legacy configuration specifies Full Access (full) as the OAuth scope. Because this grants extensive access, use the minimum supported scopes whenever possible and obtain approval from the Salesforce security owner before granting Full Access.

Replace:

YOUR_GERMAIN_UX_HOST

with the externally reachable GermainUX hostname.

6. Save the Connected App.

7. Allow time for Salesforce to activate it.

👤 Authorize the Integration User

Confirm that the dedicated integration user can access the Connected App:

1. Navigate to Apps → Connected Apps → Manage Connected Apps.

2. Open germainUXOAuth.

3. Review Permitted Users.

4. Assign the appropriate profile or permission set.

5. Review IP Relaxation.

6. Confirm that login, session, and refresh-token policies match organizational requirements.

Use a dedicated least-privilege integration account where possible. Do not use a personal administrator account for long-running monitoring.

▶️ Run the Salesforce Wizard in GermainUX

1. Open GermainUX Workspace.

2. Open the left navigation menu.

3. Select Wizards.
   

   

4. Select Salesforce Application.

5. Select the GermainUX Engine on which monitoring will run.

6. Enter the requested Salesforce and OAuth configuration.

7. Select Finish to deploy the monitoring configuration.
   

   

8. Complete the Salesforce authorization flow.

9. Validate that Salesforce data appears in GermainUX.

🐛 Deploy Deeper JavaScript Diagnostics

The standard RUM Extension captures Salesforce user experience and Session Replay.

Deploy the GermainUX JS Profiler when deeper browser diagnostics are required for selected users, such as:

The JS Profiler can also help correlate browser-side behavior with Salesforce Apex and other transaction activity available to GermainUX.

See Deploy the GermainUX JS Profiler.

🤖 Deploy Synthetic Salesforce Monitoring

The GermainUX RPA Bot Recorder records a Salesforce workflow as a Selenium-based synthetic scenario.

Use synthetic monitoring to:

After recording the scenario, GermainUX can centrally:

See Deploy the GermainUX RPA Bot Recorder.

🔔 Configure Alerts and Automation

Collected Salesforce telemetry can trigger:

See Automation.

✅ Production Validation Checklist

Before completing the deployment, verify:

ℹ️ Get More Information

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

Contact GermainUX Support.