Intelligence Dashboard

Overview

The Intelligence Dashboard provides a centralized view of important Salesforce activity, health, and security indicators. It helps admins monitor org behavior, detect risk, track usage, and gain visibility into system changes—all in one place. Alerts can also be enabled to monitor changes and risk events in Salesforce.  

Watch a quick demo on it here!

Navigation

Accessing the Dashboard

1. From the left-hand navigation panel, select Intelligence.
                                          

Note: Icon appearance indicates alert detection:
Non-illuminating: no alerts are currently detected.

Illuminating: alerts are currently detected.

1. View: Opens the Dashboard tab by default (with option to switch to Alerts).

2. Alerts: Opens the Alerts tab by default (with option to switch to Dashboard).

Dashboard Overview

Each report tile provides intelligence metrics about your Salesforce organization.

Tile Indicators

1. Last Data Pull: A question mark (?) icon in the bottom-left corner shows when the data was last refreshed.
   

a. If no timestamp appears, the report displays real-time data.

2. Full Report Option: A Full Report link in the bottom-right corner opens the detailed underlying data.
   

a. If not available, the current display shows all data.

Salesforce Logins

Displays login activity and locations of users accessing the Salesforce org.

1. Use + / – to zoom in or out.

2. Use the Full Report to view detailed login data.

Output Fields (Full Report)

Trust Status

Displays real-time operational data from the Salesforce Trust site.

Output Fields

Salesforce API Usage

Displays the total and remaining API calls available in your org for the current 24-hour period.

Installed Applications

Lists all managed packages installed in your Salesforce org.

Output Fields

Menu Options

1. View on AppExchange: Opens the Salesforce AppExchange listing.
2. View Triggers / Objects / Fields / Apex Classes: Displays the related components in Salesforce.

Network Access (Salesforce IP Whitelist)

Displays all IP ranges whitelisted in your Salesforce org.

Output Fields

Menu Options

Edit: Modify the specified IP range or the description directly in Salesforce.

Create New

Create a new whitelisted IP Range directly in Salesforce.

Custom Salesforce Classes and Triggers

View and monitor all custom Apex Classes and Triggers within your Salesforce org.

1. Use Search to locate by full or partial name.

2. Enable Show Retired API Only to display deprecated API versions.

Output Fields

Alerts Overview

1. Enable alerts to monitor Salesforce activity and configuration changes.
2. By default, alerts appear in the Active Alerts section of the Alerts tab.
3. Email notifications to a specific list of recipients can also be configured.

Settings

1. Choose the day and/or time for daily or weekly email alerts to be sent (if applicable; see Email Notification Options under the Alert Settings section below).

   1. Schedules must be set at least 30 minutes apart.

Active Alerts

Displays all active alerts.

1. Clear All: Removes all alerts.
2. Clear Alerts: Removes selected alerts.
3. Export: Exports alerts to CSV.

Menu Options

1. Dismiss: Delete individual alert.

2. View Settings: View, enable, disable, or modify alert settings.

Alert Settings

Expand each section to manage alert categories and configuration.

1. Toggle Enabled to activate specific alerts.

2. Select the Settings icon to edit alert settings or configure email delivery preferences.

Email Notification Options

Email Recipients:
Enter one or more email addresses (one per line; use tab between email entries).

Note: Some alerts can only be scheduled for timely, daily, or weekly alerts (limitations are automatically applied in selections available). Others will have multiple options available.

Dashboard Icons

Note: Alerts enabled without an email delivery option will appear silently in the Alerts dashboard only.

Alert Categories

App Updates

1. App installed

2. Trigger added/modified

3. Field added/modified/deleted

4. Object added/modified/deleted

5. App version change

6. App uninstalled

7. App without Salesforce Security Review (unmanaged/beta)

8. Apex code coverage drops below 75%

9. Apex Class added or modified

Data Quality

1. Alerts when Cloudingo’s Data Quality score falls below a set threshold.

API

1. Trigger using deprecated API version

2. Apex Class using deprecated API version

3. API usage exceeds 80% threshold

Usage

1. Idle User: Alerts when a user has not logged in for 30 days.

   1. Reasons to Monitor:

      1. Cost Savings: Identify unused Salesforce licenses.

      2. Adoption Insight: Track user engagement.

      3. Security: Disable inactive users to prevent risk.

Security

1. IP whitelist range without description

2. IP whitelist range added or modified

3. Deprecated TLS protocol logins

4. Logins from unauthorized geographic regions

5. Salesforce security settings modified

Instance Alerts

1. Trust Degradation: Reports active Salesforce instance issues.

2. Trust Maintenance: Reports scheduled maintenance windows.

Permissions Required

Salesforce Permissions

1. Metadata: “Modify Metadata Through API Functions” permission.

2. Tooling API: “API Enabled” permission.

3. App Details: “Download AppExchange Packages” permission.

Cloudingo Permissions

1. Role-based access is required for the Intelligence Dashboard.