Monitor Your Organization

Salesforce provides a variety of ways to keep tabs on org activity so that you can make sure you're moving in the right direction.

Tip Setup with Agentforce can help you monitor your Salesforce org. For more information, see Setup with Agentforce and Org Health and Usage in Setup with Agentforce.

Note For information about features for monitoring and auditing security changes and events, see Monitor and Audit Security in Salesforce.

• Monitor Org Health and Usage in Setup
  Org Health and Usage on the Setup page provides insight into the health of your org and opportunities to improve it. Org Health and Usage shows metrics for security, performance, trust, usage, and more. The dashboard ranks metrics based on severity, so the metrics that need your attention appear first.
• The System Overview Page
  The system overview page shows usage data and limits for your organization, and displays messages when you reach 95% of your limit (75% of portal roles).
• Data and Storage Resources
  View your Salesforce org’s storage limits and usage from the Storage Usage page in Setup.
• Get Adoption and Security Insights for Your Organization
  The Lightning Usage App lets you monitor adoption and usage of Lightning Experience in your org, with metrics such as daily active Lightning Experience users and the most visited pages in Lightning Experience. In addition, the app lets you monitor login metrics in your org. See how many users are logging in with your org’s various identity services, including Multi-Factor Authentication (MFA) and Single Sign-On (SSO).
• Manage Real-Time Event Monitoring Events
  Manage streaming and storage settings for Real-Time Event Monitoring events declarative with the Event Manager. You can also manage settings programmatically with the Metadata API. Real-Time Event Monitoring helps you monitor and detect standard events in Salesforce in near real-time. You can store the event data for auditing or reporting purposes. You can create transaction security policies using Condition Builder—a point-and-click tool—or Apex code.
• Monitor Training History
  As an administrator, you want to know that your team is learning how to use Salesforce effectively. The Training Class History shows you all of the Salesforce training classes your users have taken.
• Field Audit Trail
  Field Audit Trail extends the capabilities of Field History Tracking, so you can keep field history data indefinitely. Use Field Audit Trail to maintain a comprehensive historical record of field changes (up to 200 tracked fields per object) and to ensure data integrity and compliance with industry standards. Field History Tracking data and Field Audit Trail data don’t count against your data storage limits.
• Field History Explorer
  With Field History Explorer, you can search for a specific record to view history changes for all tracked fields on that record. The information provides a detailed audit trail, showing who changed what and when, providing you with a built-in experience for visualizing historical changes and streamlines audit workflows. Field History Explorer is available to Field Audit Trail and Shield customers via the Shield app.
• Monitoring Scheduled Jobs
  The All Scheduled Jobs page lists all reporting snapshots, scheduled Apex jobs, and dashboards scheduled to refresh.
• Monitor Background Jobs
  You can monitor background jobs in your organization, such as when parallel sharing recalculation is running.
• Manage Bulk Data Load Jobs
  You can create update, or delete a large volume of records with the Bulk API, which is optimized for processing large sets of data. It makes it simple to load, update, or delete data from a few thousand to millions of records.