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Salesforce Service Cloud Monitoring

Requires Opsview 6
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Opsview Supported

Cloud - Service Cloud Opspack

Service Cloud is built on the Salesforce Customer Success Platform, giving you a 360-degree view of your customers and enabling you to deliver smarter, faster, and more personalized service.

In addition to being a pioneer in cloud-based sales force automation, Salesforce is the recognized leader for CRM customer engagement. With Service Cloud, you can automate service processes, streamline workflows, and surface key articles, topics, and experts to transform the agent experience. Find out how to use and install our Service Cloud Opspack below.

Service Checks

Service Check Description
ServiceCloud Checks objects in ServiceCloud using the given SOQL query in the attribute SALESFORCE_SC_QUERY. It will create a new service check for every SALESFORCE_SC_QUERY.

Setup and Configuration

Step 1: Add the host template

Add the Cloud - Service Cloud Host Template to your Opsview Monitor host.

Salesforce Service Cloud Add Host Template

For more information, refer to Opsview Knowledge Center - Adding Host Templates to Hosts.

Step 2: Configure the required variables for the host

Variable Description
SALESFORCE_AUTH Within the override of this variable, you will need to provide a valid SalesForceToken, Client key and Client secret. If you do not have these on hand, please contact your SalesForce administrator.
SALESFORCE_LOGIN Provide credentials for a Salesforce.com accound, overriding both the Username and Password
SALESFORCE_SC_QUERY Override the SOQL query with your SOQL (Salesforce Query Language) query. Add an instance of this variable for each query you wish to run.

Salesforce Service Cloud Add Variables Step 1
 
Salesforce Service Cloud Add Variables Step 2
 
Salesforce Service Cloud Add Variables Step 3

For more information, refer to Opsview Knowledge Center - Adding Variables to Hosts.

Step 3: Apply changes and the system will now be monitored

Salesforce Service Cloud Service Checks