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Eric Whipple

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Recent activity by Eric Whipple
  • Send an Email

    Sending an email is a great way to let people know that something needs their attention since most users do not check their monitoring software frequently. To begin, select the "Add Event Response"...

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  • Report to SightLane (Collections)

    If you've read the Flow Audit Overview article, you know that creating visibility in your Salesforce Flows is as easy as drag-and-drop. In this article, we will dive deeper into one of the five Sig...

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  • Assign SightLane Permissions

      When SightLane is installed in an org, the installer chooses whether to install for Admins Only, All Users, or for Specific profiles.  A great description of the differences between these three o...

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  • Static Logging

    Ok, now we're getting to the topics that are a little more complicated.  That being said, they are really important to understand so that you can design logs that are as clear and simple as possibl...

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  • Configure User Experience

    Configure the Case Page Once again, WatchMe works with any object, but for demonstration purposes, we will use the Case object.  First, let's add the "Request WatchMe" button to the actions panel. ...

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  • Configure Policy Events

    The second step in configuring SightLane for Shield events involves a Custom Metadata Type called a Policy Event.  Policy Events specify how SightLane will process incoming Transaction Security Pol...

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  • Understanding Monitors

    The SightLane Monitor object is a collection of settings and related records that govern how a runtime Event is created and handled.  It stores no logging data.  Although it is "related" to an Even...

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  • "One-Liner" Logging

    The classic monitoring model of creating a logger, logging statements against it, and then reporting it back to SightLane gives you powerful control over when and how to create in-process visibilit...

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  • Send an In-App Notification

    Sometimes, the best place to notify someone is directly within Salesforce.  For this, you will need an In-App Notification response (the little red bell in the top right corner of Salesforce).  To ...

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  • Report to SightLane (Text Templates)

    The previous article showed how to use collections of log statements to document and report a Flow's execution.  After reading this article, you will be able to  Build a Flow Audit using Text Temp...

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