sf-agent-framework/sf-core/tasks/monitoring-setup.md

AI Agent Orchestration Framework for Salesforce Development - Two-phase architecture with 70% context reduction

# Monitoring Setup

## Purpose

Establish comprehensive monitoring for Salesforce implementations to ensure
system health, performance optimization, and proactive issue detection.

## Instructions

1. **Monitoring Strategy**
   - Define monitoring objectives
   - Identify key metrics
   - Establish baselines
   - Set alert thresholds
   - Plan response procedures

2. **Platform Monitoring**
   - Configure System Overview
   - Set up Event Monitoring
   - Enable Shield Platform
   - Monitor API usage
   - Track storage consumption

3. **Performance Monitoring**
   - Monitor page load times
   - Track query performance
   - Measure batch job duration
   - Monitor integration latency
   - Assess user experience

4. **Security Monitoring**
   - Track login attempts
   - Monitor permission changes
   - Audit data access
   - Review setup changes
   - Detect anomalies

5. **Custom Monitoring**
   - Build custom dashboards
   - Create performance reports
   - Implement logging framework
   - Design alert mechanisms
   - Develop health checks

6. **Integration Monitoring**
   - Monitor API limits
   - Track integration errors
   - Measure throughput
   - Check endpoint health
   - Validate data flows

## Input Requirements

- Business KPIs
- Performance requirements
- Security policies
- Integration SLAs
- Compliance needs
- Budget constraints

## Output Format

- Monitoring Setup Package:
  - Monitoring strategy
  - Dashboard designs
  - Alert configurations
  - Runbook documentation
  - Escalation procedures
  - Reporting templates

## Monitoring Tools

- **Native**: System Overview, Event Monitoring
- **Shield**: Platform encryption, monitoring
- **Third-Party**: New Relic, Datadog
- **Custom**: Apex logging, custom objects
- **External**: SIEM integration

## Key Metrics

- System performance
- User adoption
- Data quality
- Security events
- API consumption
- Storage usage
- Error rates

## Best Practices

- Monitor proactively
- Set meaningful alerts
- Avoid alert fatigue
- Document procedures
- Automate responses
- Review regularly
- Evolve monitoring