📄️ Environment Monitoring
Salesforce is a cloud-based CRM platform that underpins business-critical processes: sales automation, customer service, integration with external systems, and analytics. All of this operates within a distributed architecture and platform constraints — including resource limits, security, data, and code.
📄️ Metadata Backup
The absence of regular metadata backups can lead to serious consequences. If the system is damaged due to human error, a failed release, or an incorrect update, restoring it to a functional state can be difficult or even impossible without a backup. The loss of critical configuration data, such as object settings, business logic, or security rules, can significantly disrupt an entire company and result in substantial reputational and financial losses.
📄️ Data Backup
Failure to perform regular data backups in Salesforce can lead to serious problems. Since business-critical data is stored in the cloud, any loss or corruption of that data can cause significant damage to an organization. The main risks of not having data backup include:
📄️ System Overview
Salesforce operates in the cloud and uses distributed computing, which imposes restrictions on resource consumption. Efficient management of system resources in solutions like Salesforce is critically important. Without resource management, system stability will eventually be compromised, leading to critical errors that can have serious consequences for the business.
📄️ Event Monitoring
Salesforce handles vast amounts of data and user activity, making it crucial to understand what's happening within the system. Without proper oversight, administrators might overlook critical incidents, such as:
📄️ Debug Logs
Salesforce extensively utilizes process automation built on triggers and Apex classes, as well as Flow and Workflow Rules. Automation is a key element of CRM, significantly improving business process efficiency, minimizing manual work, and reducing the likelihood of errors.
📄️ Apex Exception Email
When developing applications and automation on the Salesforce platform using Apex, there may be situations where the code executes incorrectly, causing errors or failures. Such issues can go unnoticed, affecting business stability.
📄️ Health Check
Salesforce stores critical business data, making the security of the environment a top priority. Misconfigurations in security settings or data access and privacy policies can lead to serious consequences, such as: