User Monitoring and Session Replay for Salesforce Cloud (Configure)

🔖 Salesforce User Monitoring and Replay

GermainUX monitors how real users experience Salesforce Classic and Lightning and records their sessions for replay. It helps Salesforce, UX, support, and engineering teams identify, understand, prioritize, and resolve the issues affecting users.

Instead of relying only on screenshots, user descriptions, or isolated technical logs, teams can replay what happened and correlate the user’s actions with performance, errors, Salesforce events, and business-process activity.

🔎 What You Can Analyze

GermainUX helps teams:

Capability
Replay individual Salesforce user sessions
Identify slow pages, actions, and workflows
Detect errors, browser freezes, dead clicks, rage clicks, and other signs of frustration
Understand where users struggle with Salesforce processes
Measure lost productivity and workflow overruns
Analyze adoption by user, role, page, feature, or process
Correlate user actions with browser, network, Salesforce, Apex, API, and integration events
Measure the number of users and sessions affected by each issue
Prioritize issues based on their business and user impact
Confirm that a deployed fix resolved the issue

📦 Deployment

Salesforce user monitoring and replay can be deployed using:

Component	Use
GermainUX RUM Extension	Monitors Salesforce Classic and Lightning directly from supported browsers
GermainUX RUM JS	Monitors Salesforce environments where the GermainUX JavaScript can be deployed

For prerequisites and detailed installation instructions, see Salesforce Monitoring Deployment.

⚙️ Enable or Disable Session Replay

Session Replay is enabled by default for each UX Monitoring Profile.

1️⃣ To update one profile:

Open Germain Workspace.
Go to Settings → Analytics → UX Monitoring Profiles.
Select the Salesforce monitoring profile.
Enable or disable Session Replay Monitoring.
Click Save.

🌐 To disable Session Replay globally:

Go to Settings → System → UX and Session Replay Settings.
Disable Session Replay Data.
Click Save.

The global setting takes precedence over the settings configured for individual profiles.

For all available options, see User Monitoring and Replay Configuration.

🔒 Data Privacy

GermainUX provides controls to protect sensitive data collected during Salesforce sessions. Depending on your privacy, security, and regulatory requirements, data can be:

Option
Excluded
Masked
Anonymized
Encrypted

Monitoring can also be limited or disabled for specific:

Target
Users
IP addresses or ranges
User agents
Bots and crawlers
Headless browsers
Application elements or data fields

Configure these controls before enabling Session Replay in production.

📊 KPIs

GermainUX provides preconfigured Salesforce and Session Replay KPIs for analyzing user activity, experience, performance, errors, and business impact.

See KPIs for Salesforce Classic and Lightning.

🖥️ Dashboard

Navigate to:

Germain Workspace → Dashboards → All → Salesforce User Experience

The dashboard provides an aggregated view of Salesforce user experience. It helps teams identify which issues affect the most users, sessions, business processes, or work time.

From an aggregated metric, users can drill down to:

Drill-down
Affected segments and leading factors
Individual occurrences
Correlated technical and business events
The associated session replay

💡 Examples

📊 Salesforce User Experience at Scale

The Business Impact view identifies and ranks the UX, process, and technology issues affecting Salesforce users.

🎥 Salesforce Session Replay

The replay shows the user’s Salesforce experience as it occurred, together with the correlated events and transactions needed to understand the issue.

Document	Link
Salesforce Monitoring Configuration	https://docs.germainux.com/main/salesforce-monitoring-configuration
Apex Code Monitoring	https://docs.germainux.com/main/salesforce-code-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
User Monitoring and Session Replay	https://docs.germainux.com/main/salesforce-user-monitoring-and-replay
Salesforce Monitoring KPIs	https://docs.germainux.com/main/salesforce-monitoring-kpis

ℹ️ 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

Salesforce User Monitoring and Replay by Germain UX.