Add SightLane Case Helper

If you have set up Auto Capture, SightLane will immediately and automatically begin capturing any issues that occur on the platform, so that admins and developers can quickly identify and understand what's going on behind the scenes and respond faster.

If you use Salesforce Cases to handle incoming user requests, Case Monitoring will make your life even easier, and it's really simple to setup.  Simply drag and drop the SightLane Case Helper component onto any Case Page Layout.  It's that simple.

Once the component is in the right place, you will notice two component properties.  The Issues Only checkbox defaults to true and it means that the component will only show monitors that have a Failed status or that have the Needs Review checkbox checked for that SightLane Event.  This will stop you form getting a laundry list of every action a user has taken.

The Number of Hours setting (which defaults to 48 hours) determines how far back in history the component will look for relevant Event activity.  Depending on the frequency of monitored events in your organization, you may want to adjust this up or, according to your needs.

Once the component is in place and configured, it will automatically show Case workers any relevant Issues or Events that may help them to understand and solve the Case faster.  Clicking on any entry in the SightLane Case Helper component will bring up the details of any Event that has been captured in SightLane, without the User even leaving the Case page!

Capture issue content (in this situation, an unexpected Flow error), Team and Chat GPT Insights, and (if appropriate) the exact line of code that is causing the issue!

That's it.  Once you've added the SightLane Case Helper component to your page(s), you can tap into the power of SightLane, wherever you live!

Pro Tip (Optional): The SightLane Case Helper component will automatically associate SightLane Events with the OwnerId of the Case.  If you use a different field to represent the Case submitter, simply update the Case Requestor Field setting in the SightLane Settings (Setup -> Custom Metadata) to the api name of the preferred Case field.