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Availability2017.1 or later

What You Can Analyze

Adoption, performance and replays

Deployment

Methods and prerequisite links

Session Replay

Enable or disable per profile

Examples

Sample user monitoring setups

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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.
AI summaries: GermainUX can AI-summarize any individual session, so you know what the user did without replaying it. It can also summarize a bulk set of sessions at once (for example 1,000 or 100,000 sessions) to surface the top recurring frictions. See AI-Generated Session Summaries.

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What You Can Analyze

GermainUX helps teams:
  • 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

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Deployment

Salesforce user monitoring and replay can be deployed using: For prerequisites and detailed installation instructions, see Salesforce Monitoring Deployment.

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Enable or Disable Session Replay

Session Replay is enabled by default for each UX Monitoring Profile. To update one profile:
1

Open Germain Workspace

2

Go to Settings → Analytics → UX Monitoring Profiles

3

Select the Salesforce monitoring profile

4

Enable or disable Session Replay Monitoring

5

Click Save

To disable Session Replay globally:
1

Go to Settings → System → UX and Session Replay Settings

2

Disable Session Replay Data

3

Click Save

The global setting takes precedence over the settings configured for individual profiles. For all available options, see User Monitoring and Replay Configuration.

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Data Privacy

GermainUX provides controls to protect sensitive data collected during Salesforce sessions. Depending on your privacy, security, and regulatory requirements, data can be:
  • Excluded
  • Masked
  • Anonymized
  • Encrypted
Monitoring can also be limited or disabled for specific:
  • 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.

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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.

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Dashboard

Navigate to:
Germain WorkspaceDashboardsAllSalesforce 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:
  • Affected segments and leading factors
  • Individual occurrences
  • Correlated technical and business events
  • The associated session replay

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Examples

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Salesforce User Experience at Scale

The Business Impact view identifies and ranks the UX, process, and technology issues affecting Salesforce users.
User Monitoring and Session Replay for Salesforce Cloud (Configure): Salesforce User Experience at Scale

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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.
User Monitoring and Session Replay for Salesforce Cloud (Configure): Salesforce Session Replay

Dashboard & Reports

Dashboard & Reports

AI

Insights & Recommendations

Analytics

More Analytics Features

Automation

More Automation Features

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Get Help

Contact GermainUX Support

The GermainUX team helps you get up and running faster, empower your team, turn data into actionable insights, and optimize performance to deliver measurable business outcomes.

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The content of this document is proprietary to GERMAIN SOFTWARE.