--- title: "Intelligence Dashboard" slug: "intelligence-dashboard" updated: 2026-03-06T22:03:06Z published: 2026-03-06T22:03:06Z canonical: "help.cloudingo.com/intelligence-dashboard" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.cloudingo.com/llms.txt > Use this file to discover all available pages before exploring further. # 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! [Embedded content](https://player.vimeo.com/video/1132262731) --- ## Navigation #### Accessing the Dashboard 1. From the **left-hand navigation panel**, select **Intelligence**. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-7CJK4UKD.png) > **Note: Icon appearance indicates alert detection:** *Non-illuminating:* no alerts are currently detected. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-0CYMM8L7.png) *Illuminating:* alerts are currently detected. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-NDTONMBC.png) 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 ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-E0IS727M.png) 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. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-1Y7E40AW.png) a. If no timestamp appears, the report displays *real-time data*. 1. **Full Report Option:** A **Full Report** link in the bottom-right corner opens the detailed underlying data. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-IJBKG7EF.png) a. If not available, the current display shows all data. --- ### Salesforce Logins Displays login activity and locations of users accessing the Salesforce org. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-D39ZAN93.png) 1. Use **+ / –** to zoom in or out. 2. Use the **Full Report** to view detailed login data. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-9J3GJQ76.png) 1. Choose a **date** option in the Search box. 2. Choose ‘**Run**’ to re-run the report using the specified date option selected. 3. Choose ‘**Additional Options**’ to narrow down search criteria. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-343ZRYXM.png) Choose ‘**Reset**’ to clear out specific search criteria. 4. Choose ‘**Export**’ to export the list in view. #### Output Fields (Full Report) | Field | Description | | --- | --- | | **User** | Name of the user or third-party app logged in. | | **Application** | Browser or app used for login. | | **Source IP** | IP address of the login source. | | **First Login / Last Login** | Dates of first and most recent logins. | | **Active** | Indicates whether the user is currently logged in. | | **Logins** | Number of total logins within the recorded timeframe. | | **Location** | Country of login origin. | **Reasons to Monitor**: 1. Data Security: Detect unauthorized access locations. 2. API Activity: Identify apps consuming Salesforce API resources. --- ### Trust Status Displays real-time operational data from the Salesforce Trust site. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-LZSXS4HD.png) #### Output Fields | Field | Description | | --- | --- | | **Status** | Current real-time instance status. | | **Incidents** | Active or past incidents listed by Salesforce. | | **Maintenance** | Current or upcoming scheduled maintenance. | | **Instance Alerts** | Enable notifications for incidents or maintenance windows. | --- ### Salesforce API Usage Displays the **total** and **remaining API calls** available in your org for the current 24-hour period. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-1ZO53FE6.png) --- ### Installed Applications Lists all managed packages installed in your Salesforce org. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-W6XBV0ZG.png) #### Output Fields | Field | Description | | --- | --- | | **Application** | Name of the installed app. | | **Publisher** | Vendor or publisher of the app. | | **Version** | Installed version number. | | **Namespace Prefix** | Prefix used in logs (flows, triggers, processes). | | **Status** | Indicates app type (Paid, Free, Active, etc.). | | **Security Review** | Displays “Yes” if the app passed Salesforce Security Review. | | **Notes** | Displays potential issues (e.g., expired API versions). | #### Menu Options ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-CN5JN9RP.png) 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. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-K7N4AC2G.png) #### Output Fields | Field | Description | | --- | --- | | **Start IP / End IP** | Defines the whitelisted IP range. | | **Application** | Automatically tagged by Cloudingo if identifiable. | | **Description** | Optional user-defined note for the IP range. | #### 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. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-AD6CYEID.png) 1. Use **Search** to locate by full or partial name. 2. Enable **Show Retired API Only** to display deprecated API versions. #### Output Fields | Field | Description | | --- | --- | | **Name** | Trigger or class name (click arrow to open in Salesforce). | | **Type** | Trigger or Apex Class. | | **SObject Type** | Object the process applies to. | | **Status** | Active or Inactive. | | **API Version** | API version the process was created for. | | **Last Modified** | Last updated date. | | **API Status** | Current or Expired (expired items may require action). | --- ### Admin-User Ratio ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-GG8Z70KI.png) #### Output Fields (Full Report) ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-VU7C8Z24.png) | Field | Description | | --- | --- | | **Full Name** | Full name of the individual Salesforce user(s). | | **User Name** | Salesforce username of the individual Salesforce user(s). | | **Active** | Active in Salesforce (checked if active, unchecked if inactive). | | **Profile** | Salesforce Profile assigned to the individual user. | | **System Administrator** | System Administrator status in Salesforce (checked if applicable) | 1. Choose ‘**Open in Salesforce**’ to open the user record in Salesforce directly. 2. Choose the ‘**Export**’ option to export the full list to a CSV file. **Reasons to Monitor**: 1. Assess the balance between administrators and users in the organization. 2. A well-balanced ratio can positively impact data quality by ensuring adequate oversight and support. 3. A low admin-user ratio might indicate challenges in managing data hygiene across the organization. ### Idle Users (30+ days) ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-DHEZVIPP.png) #### Output Fields (Full Report) ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-HBZGFJSF.png) | Field | Description | | --- | --- | | **Name** | Name of the individual Salesforce user(s). | | **Email** | Email of the individual Salesforce user(s). | | **Profile** | Salesforce Profile assigned to the individual user. | | **Last Login** | Last Salesforce login date for the individual user(s). | 1. Choose ‘**Open in Salesforce**’ to open the user record in Salesforce directly. 2. Choose the ‘**Export**’ option to export the full list to a CSV file. **Reasons to Monitor**: 1. Monitor those who are not actively using Salesforce on a regular basis. 2. Identify and deactivate users who no longer require access. --- ## Alerts Overview ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-UDAS9L5M.png) 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 ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-DH3D3ELD.png) 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. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-P7YVQJAR.png) 1. **Clear All:** Removes *all* alerts. 2. **Clear Alerts:** Removes *selected* alerts. 3. **Export:** Exports alerts to CSV. #### Menu Options ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-0LBICKZO.png) 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. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/Enable Alert(1).gif) 1. Select the **Settings** icon to edit alert settings or configure email delivery preferences. ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/Modify Alert Settings.gif) #### Email Notification Options | Option | Description | | --- | --- | | **Timely** | Sends emails immediately after detection. | | **Daily** | Sends a daily summary at a scheduled time. | | **Weekly** | Sends a weekly summary on a specified day/time. | **Email Recipients:** Enter one or more email addresses (one per line; use tab between email entries). > [!NOTE] > **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 | Icon | Meaning | | --- | --- | | ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-8QKUO7K7.png) | Timely alerts enabled | | ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-BXA0CTQH.png) | Daily alerts enabled | | ![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-WSLR4KCZ.png) | Weekly alerts enabled | > [!NOTE] > **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 & Storage 1. Trigger using deprecated API version 2. Apex Class using deprecated API version 3. API usage exceeds 80% threshold 4. Storage Usage exceeds 80% threshold ### Usage 1. Idle User: Alerts when a user has not logged in for 30 days. 2. Active user with no logins 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 or ciphers 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. Cloudingo Admins can permit or restrict user access to the Intelligence Dashboard via [roles](https://help.cloudingo.com/docs/users-roles) assigned to the user. 1. The role name is ‘Cloudingo Intelligence Dashboard’. 2. Only *Admin* Cloudingo users will have access initially. 3. All user roles (including the Super-User role) will not have access unless explicitly granted by an Admin user. ## Attachments - [Enable Alert.gif](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/Enable Alert.gif)