Is there a way to Monitor instance without accessing the data?

Akshay Pande
Tera Contributor
 
1 ACCEPTED SOLUTION

Hi @Akshay Pande ,

 

You can attain this indirectly via email notifications or a limited role access to the dashboard. 

 

You can automate sending mail notification or directly create records based on threshold breach using flows. (Ex: if SLA breaches 90% create an notification to X team and Create a task record to X team).

 

Or 

 

Create a dashboard and reports which can be accessed with limited role and provide read-only access to all the modules. (Without login email is the only way you can view reports, bcoz the data , reports, dashboard may need certain roles to access them post login)

 

I hope this helps

 


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6 REPLIES 6

Deepak Kumar5
Kilo Sage

Your question is not cleared. Add some more points

 

If you want to see data without login into instance, You have to use report -

1) Scheduled email report to get it on your mail

2) Publish your report and use url to see the data

Hello Deepak.

thank you for your update.. 

 

I want to see it with login into instance, 

for ex - we have a dashboard for SLA breach and if we click on dashboard, it opens a record/records. we want something, which will restrict opening a record, and monitoring person will just log a issue with SLA breach ticket with support teams. this is just an example. hope this helps.

 

a profile which logs in and just do monitoring. 

Sohail Khilji
Kilo Patron
Kilo Patron

Monitor instance ? what activity do you want to monitor 


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Hello Sohail,

 

I want to see it with login into instance, 

for ex - we have a dashboard for SLA breach and if we click on dashboard, it opens a record/records. we want something, which will restrict opening a record, and monitoring person will just log a issue with SLA breach ticket with support teams. this is just an example. hope this helps.

 

a profile which logs in and just do monitoring.