Analyzing an Organization with Insights

Required User Credentials

[Flosum User] - Backup & Archive license with App Settings permissions

Overview

Access Insights for in-depth analysis of one of your Salesforce Organizations, covering usage patterns, backup data, and storage metrics. Follow this guide to learn how to view and interpret performance metrics, storage trends, and detailed object insights.

Using the Insights Dashboard

1

Access Insights For an Organization

1. Click Insights from the sidebar menu.

2. In the Operations table, click the Organization you wish to view insights for.

   

2

(Optional) Set Date Range

The range of data displayed in the Insights section can be adjusted using the Date Range box.

When switching between the Performance and Salesforce tabs, the Date Range will be reset to the default of the Last 7 days. The max range is 12 months.

1. Click the Date Range box.

2. Use the calendar widget to select a predefined range or set a custom one.

3. Once selected, the range will be applied automatically.

   

Performance Tab

The Performance Analytics tab provides you with a timeline view of your Backup & Archive activity.

1

Timeline and Activity

• Timeline: This chart shows when your Backup, Restore, Archive, Search, Purge, and Export actions took place. The chart interval can be set to Day or Week.

• Activity: This section displays the most recent Backup, Restore, Archive, and Export operations, along with relevant details.

2

Summary

The summary graphic displays all operations and storage used within the specified date range.

3

Monitoring

The monitoring charts display your Salesforce API Usage Trend and Backup Duration Trends over the selected date range. These charts help you identify whether you are exceeding your API limits and track the duration of your backups.

Salesforce Tab

Analyze your Salesforce data changes using the Salesforce tab to track data growth trends and identify areas for improvement. This section includes charts that display how your data fluctuates over time, as well as the size and number of records stored in your backups.

1

Growth and Data Trends

The Growth Trends chart illustrates your backup sizes, while the Data Trends chart shows the number of records Added, Changed, and Deleted over time. By default, data from the past 7 days is shown, but you can extend the view to the last 12 months.

2

Data Lifecycle

The Data Lifecycle chart illustrates the flow of records in your Flosum backup and its evolution over time. This chart shows which objects have been added, updated, or deleted, along with the number of records involved, as they are backed up. By default, data from the past 7 days is shown, but you can extend the view to the last 12 months.

The chart can be rearranged by clicking and dragging a tag to any place on the chart.

3

Storage

The Storage chart enables you to visualize the size and number of records in your data by using the Size and Records toggle. You can view the data in two types of charts:

• Sunburst - A hierarchical visualization of objects.

• Treemap - A block-style distribution of objects, helpful in identifying the most significant objects in your backup.

Best Practices

• Review weekly trends to detect spikes in usage or storage.

• Use object visualizations to identify high-growth or obsolete objects.

• Regularly export metrics for compliance or governance reviews