KPIs for Salesforce Classic, Lightning

📊 Salesforce Monitoring KPIs

Germain UX provides preconfigured KPIs for monitoring Salesforce Classic, Lightning Experience, Salesforce Mobile, APIs, Apex, Flow, Event Monitoring, Omni-Channel, and related platform services.

These KPIs help teams analyze:

Area
User experience and application responsiveness
User adoption and behavior
Business-process performance
Record and configuration changes
Salesforce limits and resource consumption
Instance availability
Security and real-time events
Apex, Flow, and database execution
Debug logs and Event Monitoring logs

The KPIs available in your environment depend on your Salesforce licenses, permissions, enabled event types, and Germain UX monitoring configuration. Custom KPIs and business processes can also be created.

🎚️ KPI levels

Level	Purpose
UX	Measures the experience and behavior of Salesforce users, including sessions, clicks, pages, business processes, and adoption.
Technology	Measures Salesforce services, APIs, runtime activity, limits, code execution, logs, security events, and instance health.

A KPI can be available at both levels when it supports user-experience and technical analysis.

👥 Real User Experience KPIs

⏳ User session KPIs

Salesforce user sessions can be analyzed using the standard Germain UX session-monitoring KPIs. Depending on the monitoring configuration, these KPIs capture session duration, activity, errors, page usage, and replay data.

See User Monitoring and Session Replay KPIs.

🎧 Omni-Channel KPIs

Omni-Channel monitoring provides KPIs for agent presence, capacity, assigned work, queue activity, and routing-related events.

See Omni-Channel Monitoring Configuration.

🖱️ Click KPIs

KPI	Level	Data model	Description
Salesforce Outbound HTTP Request	Technology	`OutboundHttpRequest`	Measures the duration, in seconds, of an outbound HTTP request initiated by Salesforce.
Salesforce User Click	UX	`UserClick`	Measures the cumulative duration of Salesforce requests and events occurring between two consecutive user clicks. Both synchronous and asynchronous transactions can contribute to the duration.

The Salesforce User Click KPI can be used to identify slow user interactions even when one click initiates multiple Salesforce requests.

See Salesforce User Click Analysis.

💼 Business Process KPIs

Business-process KPIs correlate multiple user actions into a complete Salesforce workflow.

KPI	Level	Data model	Description
Salesforce Case Open To Close BP	UX	`GenericBusinessProcess`	Measures the complete lifecycle of a Case, from creation or opening through closure, based on captured user activity.
Salesforce Case Open To Close BP Step	UX	`GenericBusinessProcessStep`	Measures an individual step within the Case open-to-close process.
Salesforce Opportunity BP	UX	`GenericBusinessProcess`	Measures an Opportunity-related process beginning with login and continuing through creation of a new Opportunity.
Salesforce Opportunity BP Step	UX	`GenericBusinessProcessStep`	Measures an individual step within the Opportunity process.

When a custom business process is configured, Germain UX automatically creates corresponding process and process-step KPIs.

✏️ Data-change KPIs

KPI	Level	Data model	Description
Salesforce Record Created	UX	`SalesforceAuditLog`	Records the creation of a Salesforce record detected through user-experience monitoring.
Salesforce Record Updated	UX	`SalesforceAuditLog`	Records an update to a Salesforce record detected through user-experience monitoring.

For broader record-change and administrative auditing, also configure Salesforce Audit Monitoring.

⚡ Capacity, Usage, and Availability KPIs

🖥️ Platform usage KPIs

KPI	Level	Data model	Description
Salesforce Health Check	Technology	`GenericEvent`	Captures Salesforce Health Check information collected through the REST API.
Salesforce Resource Usage	Technology	`GenericMetric`	Measures the percentage of an allocated Salesforce resource that has been consumed.
Salesforce Setup Audit	Technology	`GenericEvent`	Captures Salesforce Setup Audit activity collected through the REST API.
Salesforce Platform Event Usage Metric	Technology	`GenericMetric`	Measures Platform Event publishing and CometD client-delivery usage.

Resource usage should be monitored against Salesforce limits so that alerts can be raised before a limit disrupts users or integrations.

🛰️ Instance status KPI

KPI	Level	Data model	Description
Salesforce Instance Status	Technology	`GenericMetric`	Measures the availability status of the Salesforce instance as a percentage.

See Salesforce Instance Status Monitoring.

🕰️ Real-Time Event KPIs

These KPIs are populated from Salesforce Real-Time Event Monitoring. Their availability depends on the Salesforce licenses, permissions, and event subscriptions enabled for the monitored organization.

KPI	Level	Data model	Description
Salesforce Api Anomaly Event	Technology	`SalesforceEvent`	Detects anomalies in the way users or integrations make API calls.
Salesforce Api Event	Technology	`SalesforceEvent`	Tracks user-initiated, read-only API operations such as `query()`, `queryMore()`, and `count()` through SOAP, REST, and Bulk APIs for Enterprise and Partner WSDLs.
Salesforce Bulk Api Result Event	Technology	`SalesforceEvent`	Tracks when a user downloads the results of a Bulk API request.
Salesforce Classic Record Event	Technology	`SalesforceEvent`	Detects record creation, access, update, and deletion performed in Salesforce Classic.
Salesforce Concurrent Long-running Apex Error Event	Technology	`SalesforceEvent`	Measures errors generated when an organization exceeds the concurrent long-running Apex limit.
Salesforce Credential Stuffing Event	Technology	`SalesforceEvent`	Tracks successful logins associated with an identified credential-stuffing attack.
Salesforce Lightning List View Event	Technology	`SalesforceEvent`	Tracks list-view activity in Lightning Experience, Salesforce Classic, and the API, including running or exporting a list view. Setup-entity list views are excluded.
Salesforce Lightning Record Event	Technology	`SalesforceEvent`	Detects record creation, access, update, and deletion performed in Lightning Experience.
Salesforce Login As Event	Technology	`SalesforceEvent`	Tracks when an administrator logs in as another user. In Real-Time Event Monitoring, this applies to organization administrators and Experience Cloud sites.
Salesforce Login Event	Technology	`SalesforceEvent`	Tracks Salesforce user login activity.
Salesforce Logout Event	Technology	`SalesforceEvent`	Tracks successful user logout from the Salesforce UI.
Salesforce Record Change Event	Technology	`SalesforceEvent`	Tracks record creation, update, deletion, and undeletion.
Salesforce Report Anomaly Event	Technology	`SalesforceEvent`	Detects anomalies in the way users run or export reports, including unsaved reports.
Salesforce Report Execution Event	Technology	`SalesforceEvent`	Tracks report-related actions such as running or exporting a report.
Salesforce Session Hijacking Event	Technology	`SalesforceEvent`	Detects suspected unauthorized ownership of a user session based on significant changes in the session’s browser fingerprint.

See Salesforce Real-Time Event Monitoring.

📈 Salesforce Statistics KPIs

Statistics KPIs provide organization-wide information about Salesforce configuration, automation, usage, and adoption.

KPI	Level	Data model	Description
Salesforce Apex Custom Action	Technology	`GenericEvent`	Captures custom Apex actions through the REST API.
Salesforce Browser Performance Count	UX	`GenericMetric`	Captures Lightning Experience usage results grouped by browser instance.
Salesforce Cron Job	Technology	`GenericEvent`	Captures information about scheduled Salesforce jobs.
Salesforce External Service Custom Action	Technology	`GenericEvent`	Captures External Service custom actions through the REST API.
Salesforce Flow Custom Action	Technology	`GenericEvent`	Captures active autolaunched Flows and active invocable processes in the organization.
Salesforce Flow Interview	Technology	`SalesforceEvent`	Captures Salesforce Flow interview activity.
Salesforce Lightning User Session	UX	`GenericEvent`	Represents a user session in Lightning Experience or Salesforce Mobile.
Salesforce List View	Technology	`SalesforceEvent`	Captures information about filtered lists of records, including lists of accounts, contacts, or custom objects.
Salesforce Page Performance Count	UX	`GenericMetric`	Captures Lightning Experience usage results grouped by Lightning page.
Salesforce Process Approval	Technology	`GenericEvent`	Captures approval-process information through the REST API.
Salesforce Process Rule	Technology	`GenericEvent`	Measures the number of process rules collected through the REST API.
Salesforce Records Count	Technology	`GenericMetric`	Measures Salesforce record volume collected through the REST API.
Salesforce UI Switch	UX	`GenericMetric`	Measures switches between Lightning Experience and Salesforce Classic.

🔧 Apex and Flow Code KPIs

KPI	Level	Data model	Description
Salesforce Apex Class	Technology	`GenericEvent`	Captures Apex class content for code inspection and monitoring.
Salesforce Apex Code Coverage	Technology	`SalesforceEvent`	Captures Apex code-coverage results.
Salesforce Apex Trigger	Technology	`GenericEvent`	Captures Apex trigger content for code inspection and monitoring.
Salesforce Flow Coverage	Technology	`SalesforceEvent`	Captures Salesforce Flow coverage results.

See Salesforce Code Monitoring.

🐛 Debug Log KPIs

Debug Log KPIs break a Salesforce execution into its code, database, query, Visualforce, and exception components.

KPI	Level	Data model	Description
Salesforce Code Exception	Technology	`GenericEvent`	Captures an exception found in a Salesforce debug log.
Salesforce Code Database Execution	Technology	`GenericTransaction`	Measures database-related code execution found in a debug log.
Salesforce Code Debug Event	Technology	`GenericEvent`	Captures custom debug-event data written to a debug log.
Salesforce Code Execution	Technology	`GenericTransaction`	Represents the main code execution and encompasses the complete execution recorded in the debug log.
Salesforce Code SOQL Execution	Technology	`GenericTransaction`	Measures a SOQL execution found in a debug log.
Salesforce Code Unit Execution	Technology	`GenericTransaction`	Measures an individual code-unit execution found in a debug log.
Salesforce Code Visual Force Execution	Technology	`GenericTransaction`	Measures Visualforce execution found in a debug log.

See Salesforce Debug Log Monitoring and Apex Exception Monitoring.

🗃️ Event Monitoring Log KPIs

These KPIs are populated from Salesforce Event Monitoring log files.

⚙️ Apex and integration logs

KPI	Level	Data model	Description
Salesforce Log Apex Callout	Technology	`SalesforceHttpRequest`	Captures an outbound Apex callout.
Salesforce Log Apex Execution	Technology	`SalesforceApexTransaction`	Captures an Apex execution.
Salesforce Log Apex SOAP	Technology	`SalesforceHttpRequest`	Captures an Apex SOAP call.
Salesforce Log Apex Trigger	Technology	`SalesforceApexTransaction`	Captures an Apex trigger event.
Salesforce Log Apex Unexpected Exception	Technology	`SalesforceEvent`	Captures an unexpected Apex exception.
Salesforce Log Api	Technology	`SalesforceHttpRequest`	Captures a Salesforce API call.
Salesforce Log Aura Request	Technology	`SalesforceHttpRequest`	Captures a request made by an Aura component.
Salesforce Log Bulk Api	Technology	`SalesforceHttpRequest`	Captures a Bulk API call.
Salesforce Log REST API	Technology	`SalesforceHttpRequest`	Captures a REST API request.
Salesforce Log URI	Technology	`SalesforceHttpRequest`	Captures a Salesforce URI request.
Salesforce Log Visualforce Request	Technology	`SalesforceHttpRequest`	Captures a Visualforce request.

👥 User and administrative activity

KPI	Level	Data model	Description
Salesforce Log Async Report Run	Technology	`SalesforceUserTransaction`	Captures the asynchronous execution of a report.
Salesforce Log Dashboard	Technology	`SalesforceUserTransaction`	Captures dashboard activity.
Salesforce Log Login	Technology	`SalesforceUserTransaction`	Captures user login activity.
Salesforce Log Login As	Technology	`SalesforceUserTransaction`	Captures an administrator logging in as another user.
Salesforce Log Logout	Technology	`SalesforceUserTransaction`	Captures user logout activity.
Salesforce Log Metadata API Operation	Technology	`SalesforceUserTransaction`	Captures operations performed through the Metadata API.
Salesforce Log Report Export	Technology	`SalesforceUserTransaction`	Captures report exports.
Salesforce Log Search	Technology	`SalesforceUserTransaction`	Captures Salesforce search activity.

⚡ Lightning and Analytics activity

KPI	Level	Data model	Description
Salesforce Log Lightning Error	UX and Technology	`SalesforceUiEvent`	Captures client-side errors in Lightning Experience.
Salesforce Log Lightning Interaction	UX and Technology	`SalesforceUiEvent`	Captures user interactions in Lightning Experience.
Salesforce Log Lightning Page View	UX and Technology	`SalesforceUiEvent`	Captures Lightning page views.
Salesforce Log Lightning Performance	UX and Technology	`SalesforceUiEvent`	Captures Lightning performance measurements.
Salesforce Log Wave Change	Technology	`SalesforceUserTransaction`	Captures changes made in Salesforce Analytics, formerly Wave Analytics.
Salesforce Log Wave Interaction	Technology	`SalesforceUserTransaction`	Captures Salesforce Analytics interactions.
Salesforce Log Wave Performance	Technology	`SalesforceUserTransaction`	Captures Salesforce Analytics performance activity.

⚙️ Database, queue, and generic logs

KPI	Level	Data model	Description
Salesforce Log External Custom Apex Callout	Technology	`SalesforceDatabaseTransaction`	Captures a callout to an external system implemented with custom Apex.
Salesforce Log External OData Callout	Technology	`SalesforceDatabaseTransaction`	Captures a callout to an external OData service.
Salesforce Log Generic Event	Technology	`GenericEvent`	Captures an Event Monitoring record that does not map to a more specific KPI.
Salesforce Log Queued Execution	Technology	`SalesforceApexTransaction`	Captures queued Salesforce execution activity.

After data collection begins, use Germain UX dashboards and analytics to:

🔍 Using the KPIs

Compare performance across users, browsers, pages, organizations, and Salesforce interfaces.
Identify slow clicks, requests, Apex executions, queries, and Visualforce transactions.
Correlate user-facing issues with Salesforce logs and runtime events.
Detect abnormal API, report, login, and session behavior.
Track Salesforce resource consumption and instance availability.
Measure adoption of Lightning Experience, Salesforce Classic, Mobile, Flow, and custom processes.
Configure alerts for errors, availability degradation, security events, and approaching capacity limits.

Document	Link
Salesforce Monitoring Deployment	https://docs.germainux.com/main/salesforce-monitoring-deployment
Salesforce Monitoring Configuration	https://docs.germainux.com/main/salesforce-monitoring-configuration
Salesforce Audit Monitoring	https://docs.germainux.com/main/salesforce-audit-monitoring
Salesforce Debug Log Monitoring	https://docs.germainux.com/main/salesforce-debug-log-monitoring
Salesforce Error Monitoring	https://docs.germainux.com/main/error-monitoring-for-salesforce-cloud-configure
Salesforce Instance Status Monitoring	https://docs.germainux.com/main/salesforce-instance-status-monitoring
Salesforce Real-Time Event Monitoring	https://docs.germainux.com/main/salesforce-real-time-event-monitoring
Salesforce User Click Analysis	https://docs.germainux.com/main/salesforce-user-click-analysis
Troubleshooting	https://docs.germainux.com/main/troubleshooting

Get More Information

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

Contact GermainUX Support.

Component: Engine, JS Profiler, Mobile App, RPA Bot Recorder, RUM Ext

Feature Availability: 2017.1 or later