Interested in our other Smart Alerts? Check out the catalogs for our other products:
⏮ Back to Proactive Services: Monitoring Overview
The Signature Success Plan comes with Proactive Services and Smart Alerts that will notify you in real-time when your custom Salesforce solution has inefficiencies, application performance degradations, or errors.
Important Service note: It is recommended that Proactive Services (for Marketing Cloud Engagement) Customers provide SFDC with access to an SFMC Impersonation User License to use during the monitoring contract term.
Here's a list of the current Smart Alerts available through Proactive Services, including their business impacts and the insights you will get from each one:
| Category | Name | Business Impacts & Proactive Insights Delivered |
|---|---|---|
| API | API User Lockout | Users or functions may not be able to successfully login due to errors. An API user may not be set up correctly. Proactive Monitoring will send the Customer an outbound case to alert on the problem and quickly help with diagnosing underlying causes. If approved, using impersonation, the user can be unlocked by a Monitoring Engineer. Once the root cause is identified, the issue may require tuning and optimization to mitigate future occurrences. |
| Data | Data Extension Threshold Count | Identify a Data Extension risk by monitoring the size of a Data Extension at a given time. This monitor is designed to detect whether a Data Extension contains too many or too few records according to a Customer defined threshold to alert on. |
| Data | Large Data Export Notification | Proactive Monitoring will notify if any large export or download (and provide the user details) happens to help Customers stay aligned with audit/compliance and security policies. |
| Automation | Scheduled or Triggered Automations | To protect mission critical Customer data/file related processes, Proactive Monitoring will send Customers an outbound case to alert on any problematic automation issues detected, and quickly help with diagnosing underlying causes in the following automation job conditions: 1. Automation Not Running on Schedule 2. Automation Running Long 3. Automation Errored 4. Automation Skipped 5. Automation Stopped 6. Automation Paused 7. Automation Last Run Time 8. Critical Send Automation: Milestone Status (Build start, rate, duration. Send start, rate, duration. Running long. Automation Final Completion) Once identified, the issue may require tuning and optimization to mitigate future occurrences. |
| Email Send Speed | To protect mission critical Customer email sends, especially time sensitive ones, Proactive Monitoring can monitor email send speed, based on agreed send speed criteria. The Proactive Monitoring Team will monitor the successful delivery of the email job, send an outbound case to alert on any send issues/slowdowns detected, and help with quickly diagnosing underlying causes. Once identified, the issue may require tuning and optimization to mitigate future occurrences. | |
| High Priority Email Send | To protect mission critical Customer processes, Proactive Monitoring will send customers an outbound case to alert on high priority email jobs have failed to start, if the job’s build speed is slow, if the entire job has stopped, is running long or even if the job’s send speed is slower than expected. Set this for specific email jobs, or jobs with large audience sizes. | |
| Email Triggered Sends | To protect mission critical Customer processes, Proactive Monitoring will send Customers an outbound case to alert on any problematic email triggered send issues detected, and quickly help with diagnosing underlying causes in the following conditions: 1. Errored 2. Queue Age Once identified, the issue may require tuning and optimization to mitigate future occurrences | |
| Email Triggered Send Threshold Check | To protect mission critical Customer processes, Proactive Monitoring will send Customers an outbound case to alert on any triggered sends that are outside of agreed parameters: based on X threshold sent in specified period of time. Measure for below or greater than X threshold, where X is defined by the Customer. | |
| Deliverability | To protect mission critical Customer email sends, Proactive Monitoring will send customers an outbound case to alert on email jobs that have exceeded their defined total bounce, hard bounce, or block bounce thresholds. An audience threshold is defined by the customer to determine which email jobs should be monitored. This can include or exclude triggered send jobs. | |
| Mobile | Mobile Sends | To protect mission critical Customer mobile sends, Proactive Monitoring can monitor for problematic mobile send conditions. The Proactive Monitoring Team will send an outbound case to alert on any send issues detected, and help with quickly diagnosing underlying causes in the following conditions: 1. Errored 2. Queue Age Once identified, the issue may require tuning and optimization to mitigate future occurrences. |
| Mobile | Mobile Threshold Check | To protect mission critical Customer processes, Proactive Monitoring will send Customers an outbound case to alert on any mobile sends that are outside of agreed parameters: based on X threshold sent in specified period of time. Measure for below or greater than X threshold, where X is defined by the Customer. |
| Mobile | Mobile Zero Sends | To protect mission critical Customer processes, Proactive Monitoring will send Customers an outbound case to alert that its been more than X minutes since the scheduled start time and the process has sent to zero subscribers, with X defined by the Customer. |
| Journey Builder | Journey Builder Email Sends | To protect mission critical Customer processes, Proactive Monitoring will send Customers an outbound case to alert of any problematic Journey Builder email send issues detected, and quickly help with diagnosing underlying causes in the following conditions: 1. Errored 2. Queue Age Once identified, the issue may require tuning and optimization to mitigate future occurrences. |
| Journey Builder | Journey Builder Threshold Check | To protect mission critical Customer processes, Proactive Monitoring will send Customers an outbound message to alert on any Journey Builder sends that are outside of agreed parameters: based on X threshold sent in specified period of time. Measure for below or greater than X threshold, where X is defined by the Customer. |
| Journey Builder | Journey Builder Zero Injections |
To protect mission critical Customer processes, Proactive Monitoring will send Customers an outbound case to alert when either a zero injection DE/Automation event occurs once, X consecutive times, or has no successful injections after X hours from the last zero injection. Does not monitor Salesforce Data Events, API Events, Legacy Contact Events, or CloudPage events. |
| Marketing Cloud Connect | Data Sync Deferment | When the Marketing Cloud Connect integration encounters Expired Credentials for the Salesforce System user, Invalid Credentials for the Salesforce System user, or too many concurrent API requests on the Salesforce CRM application it will be placed into Data Sync Deferment. Proactive Monitoring will monitor and alert if an account is in deferment state (deferment state is checked once a day and stored until the deferment is confirmed, or until the account has been corrected since the deferment was initiated). |
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Marketing Cloud |
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Proactive Monitoring looks at specified Marketing Cloud Connect synchronized data extensions to ensure that new records have been created within the definable time threshold. This ensures that updates being made in the CRM are reflected in the synchronized data extension. |
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Marketing Cloud |
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Proactive Monitoring will monitor the creation of new tracking subscriptions for Marketing Cloud Connect integrated sends. This will confirm that the most recent sends are creating salesforce tracking subscriptions within the defined time threshold and therefore sending tracking and email interaction information to the CRM. |
Salesforce may change the Proactive Monitoring, Smart Alert Catalog from time to time in its sole discretion. While every effort is made to keep the catalog current, the Proactive Services team should be consulted to determine if a monitor is suitable for the needed use-case and is available to be implemented. SFDC will provide customers with advanced notice of any planned downtime.
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