Track important events with the Event Monitoring App!
One of the coolest features of Tableau CRM are their templated apps! Creating a new app in Tableau CRM from scratch might take a little bit of work since you have to create datasets, lenses and ultimately dashboards. However! templated apps are built on the platform and they come with ready-made datasets, lenses and dashboards specific to business use cases.
On this blog we will go through- what type of use cases do each of these apps answer!? For which personas are these mostly helpful and the top 3 features for these apps!
You can use either basic app creation option or the custom creation option- with the custom creation- the configuration wizard guides you through a set of questions to help you choose the right custom settings.
Although there are MULTIPLE amazing apps we will focus on Event Monitoring, and we will discuss basic set-up, specific use cases that can be addresses with each of these and some of the best dashboards on each app! On the next blog we’ll talk about my top 5 which are:
Sales Analytics
Service Analytics App
Snapshot Analytics App
Change Analytics
Pipeline Analytics App
For now, let’s start with event monitoring!
Event Monitoring App
The event monitoring app gives builds 16 dashboards to provide immediate insight into 1. Security, 2. Adoption and 3. Performance., each dashboard is gonna have a similar set of capabilities. All of the datasets created with this app include users, it basically couples your users with your event logs giving you deeper insights about how your users are interacting with Salesforce.
Use Cases and Basic set-up:
The event monitoring app is amazing for the following use cases:
a. Increase Adoption - let’s say we want to identify what gets the most use in Salesforce, how often is my team using a certain app, what features need more traction., which users are still in classic vs lightning- “What are the top reports that have been downloaded in the past week?”
b. Optimize Performance - identify if you have any pages that are not loading fast enough- “Are there pages or reports that have performance problems?'“
c. Heighten Security and monitor data loss- providing insights into activity for example, you can look at who is logging in the most, who is viewing and exporting data. This app helps you answer questions such as: “Who has downloaded the most reports?”
The setup of this app is pretty easy; if you go to your prod or demo org you can follow the next steps:
1. Setup home > Analytics > getting started > event monitoring > event monitoring settings > enable view event log data and delete event monitoring data after those 30 days
2. In order to create the event monitoring app you’ll need to assign permission set to person creating the app, there are 2 available:
Event monitoring analytics app
Event monitoring analytics user
3. Once you have the steps above enabled go to App Launcher > Analytics Studio > event monitoring app (hit yes for everything) > how many days? 14 is recommended!
Best Dashboards within the Event Monitoring App
My Trust Dashboard
Note: You must select YES to al the datasets within the configuration wizard in order to see this dashboard
This dashboard is a great place to start! It will show what kind of events are taking place in your org after time. It also combines all events into a single place, showing an entire year with events spread within the year. This dashboard will allow you to identify any strange anomalies you might have.
Lightning Performance Dashboard
This dashboard uses a combination of multiple datasets- lightning interactions, lightning error with users. Most KPIs in this dashboard are about speed and focused on making it better for your users.
Adoption and User Engagement
This dashboard helps you understand Lightning adoption, Page Views (URI), Visualforce requests, understand your app exchange adoption, and analytics adoption to identify which users are leveraging analytics and which dashboards they are making changes to
Security and Compliance Dashboard
This dashboard allows you to report downloads, rest API, login AS
Logins Dashboard
This dashboard shows user login activity from login event data; shows user login information in the past 14 days.
Lightning Adoption Dashboard
User interaction with the lightning pages; this is different from Lightning Performance; this is more interesting cause it shows user activity: how users are using your Lightning platform- tells you browser, what OS versions are being used.
This dashboard also shows you which entity types (entity referring to objects) are most popular by name
Other resources:
This document “EventLogFile Supported Event Types” is SUPER HELPFUL! it provides information on the different fields that are in the datasets in your dashboards which are automatically created once you create the Event Monitoring App.
Additionally- this Trailhead: Download and Visualize Event Log Files is super helpful!
If you have any questions feel free to shoot me a message on LinkedIn or to my email paulinarueda143@gmail.com
