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Agentforce and Einstein Generative AI
Set Up Agent Health Monitoring

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Set Up Agent Health Monitoring

Set up Agent Health Monitoring so you can create alerts and get notified when agent performance breaches alert thresholds. Observe agent health status and trends. Rapidly investigate and resolve agent performance issues.

Required Editions

Required Editions
Agent Health Monitoring is available in Salesforce Enterprise, Performance, and Unlimited Editions with Salesforce Foundations or Agentforce 1 Edition. Agent Health Monitoring is available in sandbox and DC1 organizations.
User Permissions Needed
To turn data collection on or off: View Setup
  AND
  Customize Application
Note
Note Agent Health Monitoring requires Salesforce Standard Data Model version 1.130 or higher.
  1. Confirm that Data Cloud is enabled in your Salesforce org. Verify that you’ve turned on Einstein (see Set Up Einstein Generative AI), and that you have an active agent.
  2. Make sure that the relevant user permissions are assigned.
  3. Verify that you have the latest version of the Salesforce Standard Data Model (version 1.130 or higher) in your org (sandbox or production). From Setup, go to Apps -> Packaging -> Installed Packages -> Salesforce Standard Data Model. To get the required version, click here and follow the instructions.
  4. From Setup, in the Quick Find box, enter Einstein Generative AI, and then select Einstein Audit, Analytics, and Monitoring Setup.
  5. Turn on Agentforce Session Tracing, if it's not turned on. See Agentforce Session Tracing.
  6. Turn on Agentforce Health Monitoring, if it's not turned on.
  7. From Setup, go to Agent Analytics and verify the installation of the latest Agent Analytics apps. See Set Up Agent Analytics.
  8. To protect access to collected data that is sensitive, see Implement Data Governance Permissions for Agentforce Session Tracing Objects.
 
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