Gearset's setup process configures Salesforce org limit monitoring and error monitoring for Apex and Flow in parallel under a single setup process as they use different mechanisms to monitor for limits or errors.
To create your job:
Click
Begin setupif you've not created a monitoring job previously, or go to theActionsmenu dropdown and click onSet up error and limits monitoringif a member of your team has already created a monitoring job.Choose the Salesforce org that you wish to monitor for errors. (Note: whilst Sandbox orgs can be selected, once they are refreshed the change in Salesforce org id will stop the job from working.).
Add a name for your monitoring job.
If no notification address exists for Apex error emails we recommend entering an email address recipient. You can enter an address at another time if you wish.
Click
Next.
Step 2: Choose org limits and alert thresholds
Choose the category and specific org limits you wish to display on your dashboard. We recommend only choosing org limits that you care about displaying on the dashboard to reduce noise. (Note: all org limit information is returned in a single API request so your selection doesn't impact the number of API calls used.)
Choose the
WarningandCriticalalert thresholds that you want for Slack and Teams notifications. For example, a warning threshold of 75% will trigger an alert to your configured notification channel once an API request org limit has used 75% of its daily allowance. See our notification configuration documentation for instructions on how to add Slack and Teams channels for notifications.Click
Finish setup
To set up error monitoring specifically, Gearset will perform a deployment to adjust the notification settings required in the org for monitoring the inbox address which is automatically generated by Gearset. (Note: the length of time a deployment can take is dependent on when Salesforce begins the deployment so times can vary).
The deployment will update two settings in your org:
Under the
Apex exception emailit will add a Gearset generated email inbox to theExternal Email Addresses field.Change the existing
User Who Last Modified the Process or Flowdefault value to theApex Exception Email Recipientsoption underProcess Automation Settings.
The monitoring for Salesforce org limit monitoring requires no additional setup processes as it uses the REST API to retrieve information about current org limits.
Note: if you have a change monitoring job set up for your org or compare your org with the Apex email notifications or Settings metadata types included you will see the specific items for these types indicated as changed items.