Deploy Monitoring for Salesforce

ComponentsEngineJS ProfilerMobile AppRPA Bot RecorderRUM JSRUM Ext

Availability2017.1 or later

Classic and Lightning

Monitor UI and services

Real User Monitoring and Session Replay

Browser experience and replays

Configure Salesforce CSP Trusted Sites

Allow monitoring origins in Salesforce

Salesforce Integration Monitoring

Visibility into connected systems

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:

Real User Monitoring
Session Replay
User feedback
Adoption and workflow analysis
Salesforce and integration monitoring
Visualforce and JavaScript diagnostics
Synthetic monitoring
Alerts, insights, and automated actions

The components you deploy depend on the monitoring coverage you require.

Select the Required Deployment

Requirement	GermainUX component	Where it runs
Monitor the Salesforce Lightning user experience without a browser extension	RUM JS	Salesforce User’s browser
Monitor Salesforce Classic or monitor Lightning through a browser extension	RUM Extension	Salesforce User’s browser
Replay Salesforce user sessions	RUM JS or RUM Extension	Salesforce User’s browser
Collect user feedback	RUM JS or RUM Extension (Feedback enabled)	Salesforce User’s browser and GermainUX platform
Analyze adoption and business workflows	RUM JS or RUM Extension (Workflow enabled)	Salesforce User’s browser and GermainUX platform
Monitor Salesforce APIs, integrations, events, and server-side activity	Engine (Salesforce OAuth)	GermainUX platform or your server
Collect deeper JavaScript and browser diagnostics	JS Profiler Extension	Salesforce User’s browser
Run synthetic Salesforce scenarios continuously	RPA Bot Recorder and GermainUX Engine	Recorder browser and synthetic-execution environment
Trigger alerts, reports, tickets, scripts, or corrective actions	Engine	GermainUX platform or your server

For complete Salesforce monitoring, choose the Real User Monitoring deployment option that fits your Salesforce environment, then deploy the GermainUX Engine integration for Salesforce and integration-level monitoring. The two Real User Monitoring options are:

RUM JS, installed through the GermainUX Salesforce Aura package and added to the Salesforce Lightning Utility Bar.
RUM Extension, installed in each user’s browser or deployed through enterprise browser-management policy.

Real User Monitoring Deployment Options

RUM JS is one of the two recommended options for Salesforce Lightning deployments. It works by installing the GermainUX Salesforce Aura package and adding the GermainUX component to the Salesforce Lightning Utility Bar. RUM Extension is the alternative option and should be used when browser-extension deployment is preferred, Salesforce Classic coverage is required, or the required monitoring scope depends on extension-based browser access.

Deployment option	Benefits	Limits / considerations
RUM JS	• Does not require installing or maintaining a Chrome/Edge browser extension for every Salesforce user. • Delivered through a Salesforce Aura package installed into the Salesforce Lightning Utility Bar.	• The Utility Bar must be allowed and enabled on every Salesforce page or app that needs monitoring. • No monitoring is captured when users navigate to areas where the Utility Bar cannot be configured or loaded, including Setup and anything under it, such as Object Manager, App Manager, and permission sets. • No monitoring is captured for builder tools launched from Setup, including Lightning App Builder, Flow Builder, Experience Builder, and Email Template Builder. • Salesforce Classic is not supported; RUM JS through this deployment applies to Lightning Experience only. • Pages outside the Lightning app container are not covered, including Lightning Out, Lightning components embedded in Visualforce, and Visualforce pages accessed directly by URL, such as `/apex/MyPage`. • Login, logout, and other unauthenticated pages are not monitored, including login-failure monitoring. • Cross-origin iframe content is not present in Session Replay. This includes Visualforce pages rendered in Lightning Experience on a different host, such as `--c.vf.force.com` versus `.lightning.force.com`, including Visualforce sections on page layouts, Visualforce quick actions, Visualforce tabs, and Visualforce console components. • Web tabs and custom links that frame external URLs in Salesforce are not captured inside replay. • Container components, including `lightning-container` for LWC and `lightning:container` for Aura, host bundled third-party apps from static resources inside iframes, so their content is not present in replay. • Browser crashes cannot be detected. • The first few seconds of the first page load are missing from replay, including most performance metrics and first network requests, because Utility Bar components load last.
RUM Extension	• Recommended when browser-extension deployment is preferred or already managed centrally. • Can cover scenarios that RUM JS cannot cover through the Lightning Utility Bar, including Salesforce Classic coverage and extension-based browser access requirements. • Can be provided by the Germain Team as a prefilled/preconfigured extension on request, so no manual configuration change is needed.	• The Chrome/Edge extension must be deployed and maintained for all Salesforce users who need monitoring. • Requires browser-extension governance, rollout, updates, and user/device coverage management.

Deployment Overview

A typical deployment follows this sequence:

Step	Action
1	Confirm Salesforce, browser, network, and security prerequisites.
2	Choose the Real User Monitoring option: RUM JS first for Salesforce Lightning Utility Bar deployments, or RUM Extension for browser-extension deployments.
3	Deploy and configure the selected RUM option.
4	Add the required Salesforce CSP Trusted Sites.
5	Validate Real User Monitoring and Session Replay.
6	Enable feedback and business-process monitoring as required.
7	Configure the Salesforce OAuth Connected App.
8	Run the Salesforce wizard in GermainUX.
9	Optionally deploy the JS Profiler and synthetic monitoring.
10	Validate data, privacy controls, dashboards, and alerts.

Real User Monitoring and Session Replay

Requirements

Before deploying Salesforce Real User Monitoring, confirm the following:

Requirement	Details
Salesforce edition and interface	Salesforce Classic or Lightning can be monitored. Lightning Experience must be enabled when using the Lightning-component configuration method.
Salesforce domain	Configure and use your organization’s Salesforce domain.
Salesforce permissions	Administrators performing the automatic configuration need permission to use the Developer Console and edit Lightning applications or pages.
CSP Trusted Sites	Administrators must be able to manage Salesforce CSP Trusted Sites.
Supported browsers	Use a supported, current version of Google Chrome, Microsoft Edge, or Mozilla Firefox.
Browser configuration	JavaScript and cookies must be enabled.
Private browsing	Incognito and other private-browsing modes are not supported.
Network access	Browsers must be able to send outbound HTTPS traffic to the GermainUX environment.
Enterprise extension policy	If extensions are centrally controlled, the GermainUX extension must be approved and deployed through the organization’s browser-management policy.
Security and privacy	Configure masking, anonymization, and exclusions before production rollout.

Option 1: Deploy RUM JS through the Salesforce Lightning Utility Bar

RUM JS works through a Salesforce Aura package installed in Salesforce Lightning and exposed through the Lightning Utility Bar. The Salesforce Aura package can also be installed using Salesforce CLI. The Germain Team will provide the package. Request the Package Installation URL from the Germain Team before starting the installation.

Install the GermainUX Salesforce Aura package.
After installation completes, confirm that the GermainUX package appears under Installed Packages.
Open Setup → Apps → App Manager.
Edit the target Lightning app, such as Service Console.
Open Utility Items (Desktop Only).
Select Add Utility Item, then choose the custom GUX utility item.
Configure the utility item properties and enable Start automatically.
Open the Lightning resource for c:GUX in the Salesforce Developer Console and set the Germain instance URL, monitoring profile name, and web application name.

RUM JS vs RUM Extension Comparison

Area	RUM JS	RUM Extension
Deployment	Salesforce Aura package and Lightning Utility Bar configuration.	Browser extension deployment to users’ browsers.
Primary fit	Salesforce Lightning environments.	Salesforce Classic, extension-managed deployments, or cases requiring browser-extension access.

Option 2: Deploy the RUM Extension

Use the RUM Extension when Salesforce Classic must be monitored, when the organization prefers browser-extension rollout, or when the required monitoring scope depends on extension-based browser access.

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:

Consistent installation
Centralized upgrades
Reduced user involvement
Controlled extension permissions
Reliable monitoring coverage

See Deploy the GermainUX RUM Extension for All Users.

Individual Deployment

Install the extension manually for selected users when:

Running a proof of concept
Testing a new configuration
Troubleshooting a specific user issue
Monitoring a small user group

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:

Method	Best suited for
Automatic configuration through a Salesforce Lightning component	Centrally configuring the extension and reducing end-user involvement
Manual configuration in the extension	Proofs of concept, selected users, and cases where users may enable or disable monitoring

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

Option 1: Automatic Extension Configuration

On request, the Germain Team can provide a prefilled/preconfigured extension so no manual configuration changes are needed.

Option 2: Manual Extension Configuration

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

Open the GermainUX RUM Extension from the browser toolbar

Enter the base URL of your GermainUX environment

Select Add New Website

Configure:

Field	Value
Website URL	Base URL of the Salesforce organization, beginning with `https://`
Application Name	Application name configured in GermainUX, such as `Salesforce`
Profile Name	Corresponding UX monitoring profile, such as `Salesforce`

Save the configuration

Reload Salesforce

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:

Open Setup.
Search for Trusted URLs.
Add the required origins.
Set each entry to Active.
Select the appropriate Salesforce context.
Enable only the CSP directives required by the integration.

The current deployment requires the following origins:

Trusted-site name	URL
`GermainUX`	GermainUX root origin, such as `https://abc.cloud.germainux.com`
`SalesforceDomain`	Salesforce organization origin, such as `https://company.my.salesforce.com`
`SalesforceLightningDomain`	Lightning origin, such as `https://company.lightning.force.com`
`SalesforceContentDomain`	Content domain used by the organization

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:

Open Salesforce in a supported non-private browser window

Confirm that the RUM Extension is installed and enabled

Confirm that the Salesforce website appears in the extension configuration

Perform several Salesforce actions:

Navigate to another page.
Open a record.
Click a button.
Run a search.
Complete a monitored workflow step.

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:

Browser extension policies
CSP Trusted Sites
Network access to GermainUX
Application and profile names
Salesforce origin matching
Browser console and extension errors
Private-browsing status

Enable User Feedback

GermainUX can allow Salesforce users to provide feedback directly from the application. The feedback can be correlated with:

The affected user session
Session Replay
User interactions
Errors
Performance
Workflow context
Technical telemetry

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:

Slow workflow steps
Process overruns
Abandonment and drop-offs
Repeated actions
Ineffective navigation
Unexpected paths
Lost productivity
Differences between user groups, teams, profiles, or application versions

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 Team 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:

Salesforce APIs
Apex activity
SOQL queries
Server-side errors
Workflow and trigger delays
Integration availability and performance
Related external services

Prerequisite

A GermainUX Engine must be deployed and configured. See GermainUX Engine.

Create a Salesforce Connected App

Open Setup

Navigate to Apps → App Manager

Select New Connected App

Configure:

Setting	Value
Connected App Name	`germainUXOAuth`
Contact Email	Email address of the appropriate administrator or integration owner
Enable OAuth Settings	Enabled
Callback URL	`https://YOUR_GERMAIN_UX_HOST/germainapm/callback`
OAuth scopes	Scopes required by the GermainUX monitoring configuration
Require Secret for Web Server Flow	Disabled if required by this GermainUX authentication flow
Require Secret for Refresh Token Flow	Disabled if required by this GermainUX authentication flow

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.

Save the Connected App.
Allow time for Salesforce to activate it.

Authorize the Integration User

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

Navigate to Apps → Connected Apps → Manage Connected Apps

Open germainUXOAuth

Review Permitted Users

Assign the appropriate profile or permission set

Review IP Relaxation

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

Open GermainUX Workspace.
Open the left navigation menu.
Select Wizards.
Select Salesforce Application.
Select the GermainUX Engine on which monitoring will run.
Enter the requested Salesforce and OAuth configuration.
Select Finish to deploy the monitoring configuration.
Complete the Salesforce authorization flow.
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:

JavaScript execution problems
Browser freezes
Client-side errors
Slow functions
Salesforce page or component behavior
Browser objects associated with a failure
Evidence similar to browser developer tools without asking the affected user to reproduce the problem manually

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:

Test Salesforce continuously
Detect problems before real users report them
Validate login and critical workflows
Monitor from multiple locations
Compare availability and performance over time
Confirm that a production fix remains effective

After recording the scenario, GermainUX can centrally:

Schedule it at the required frequency
Deploy it across multiple locations or URLs
Monitor execution
Restart it
Upgrade it remotely
Alert when availability or performance degrades

See Deploy the GermainUX RPA Bot Recorder.

Configure Alerts and Automation

Collected Salesforce telemetry can trigger:

SLA alerts
AI-generated analysis
Email or scheduled reports
Tickets
Webhooks and outbound HTTP actions
Diagnostic scripts

Show all 9

Authorized local programs
Synthetic validations
Other corrective or investigative workflows

See Automation.

Production Validation Checklist

Before completing the deployment, verify:

The extension is centrally deployed to the intended users.
Salesforce origins are configured correctly.
CSP Trusted Sites contain only approved origins and directives.
Browsers can reach the GermainUX environment over HTTPS.
User sessions and interactions appear in GermainUX.
Session Replay accurately reconstructs Salesforce activity.

Show all 13

Sensitive values are masked, anonymized, or excluded.
The Salesforce Connected App uses approved OAuth scopes.
A dedicated integration user is configured.
Server-side and integration telemetry appears.
Alerts and dashboards use the expected application and profile.
Synthetic scenarios run successfully, if configured.
Monitoring has been validated with the Salesforce security and privacy teams.

Get More Information

GermainUX can help determine which monitoring, analytics and automation capabilities are appropriate for your Salesforce environment. Please reach out to the Germain Team for any help.

Get Help

Contact GermainUX Support

The Germain Team can help you set this up.

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The content of this document is proprietary to GERMAIN SOFTWARE LLC.

Classic and Lightning

Real User Monitoring and Session Replay

Configure Salesforce CSP Trusted Sites

Salesforce Integration Monitoring

​Deploy GermainUX for Salesforce Classic and Lightning

​Select the Required Deployment

​Real User Monitoring Deployment Options

​Deployment Overview

​Real User Monitoring and Session Replay

​Requirements

​Option 1: Deploy RUM JS through the Salesforce Lightning Utility Bar

​RUM JS vs RUM Extension Comparison

​Option 2: Deploy the RUM Extension

​Organization-Wide Deployment

​Individual Deployment

​Configure the RUM Extension

​Option 1: Automatic Extension Configuration

​Option 2: Manual Extension Configuration

​Configure Salesforce CSP Trusted Sites

​Validate Real User Monitoring

​Enable User Feedback

​Configure Salesforce Business-Process Monitoring

​Salesforce Application and Integration Monitoring

​Prerequisite

​Create a Salesforce Connected App

​Authorize the Integration User

​Run the Salesforce Wizard in GermainUX

​Deploy Deeper JavaScript Diagnostics

​Deploy Synthetic Salesforce Monitoring

​Configure Alerts and Automation

​Production Validation Checklist

​Get More Information

​Get Help

Contact GermainUX Support

Can't find what you need?

Deploy GermainUX for Salesforce Classic and Lightning

Select the Required Deployment

Real User Monitoring Deployment Options

Deployment Overview

Real User Monitoring and Session Replay

Requirements

Option 1: Deploy RUM JS through the Salesforce Lightning Utility Bar

RUM JS vs RUM Extension Comparison

Option 2: Deploy the RUM Extension

Organization-Wide Deployment

Individual Deployment

Configure the RUM Extension

Option 1: Automatic Extension Configuration

Option 2: Manual Extension Configuration

Configure Salesforce CSP Trusted Sites

Validate Real User Monitoring

Enable User Feedback

Configure Salesforce Business-Process Monitoring

Salesforce Application and Integration Monitoring

Prerequisite

Create a Salesforce Connected App

Authorize the Integration User

Run the Salesforce Wizard in GermainUX

Deploy Deeper JavaScript Diagnostics

Deploy Synthetic Salesforce Monitoring

Configure Alerts and Automation

Production Validation Checklist

Get More Information

Get Help