Eric Whipple
Articles
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Getting Started
Introduction Now that you're familiar with what WatchMe does, it's time to get it set up in your own Salesforce org. While WatchMe is simple to use, a few configuration steps are required to unlock...
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Install WatchMe Package
Install the Managed Package Beginning is as easy as installing the managed package from the AppExchange or from the installation link provided by the WatchMe team. We recommend installing for Admi...
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Create Transaction Security Policies
The first step to incorporating Transaction Security Policies is to create them. This part of the configuration is not specifically a SightLane action, but it is necessary for Salesforce to track ...
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LWC Events with lwc-event
Event Logging for Lightning Web Components (first introduced in beta, in the 3.53 release) enables developers to record event data from the internal execution of a custom component. This allows adm...
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The SightLane Data Model
Introduction In this article, we'll review the core Salesforce objects used in the SightLane platform and their basic roles. A few additional minor objects are used in utility functions, but these ...
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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. ...