The Security Health Check report will display the Salesforce health check information in a color coded matrix. If problems are reported the report will trigger email alerts. This is useful for compliance and Org monitoring. This interface is available by right clicking an item on the desktop and also from the Options Menu.
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The Metazoa Snapshot Security Health Check is a comprehensive tool for monitoring the security status of your system. It generates detailed reports, displaying vital security health check information for selected categories. These reports can be exported in PDF, CSV, or HTML format for easy analysis. Moreover, it can be scheduled to send PDF reports to administrators automatically, based on specific conditions.
How to use Metazoa Snapshot Security Health Check
1. Select Categories
From the main Security Health Check screen, you will see several categories on the left. These categories represent different aspects of your system's security. To view the security health check information for a specific category, simply click on it.
2. Include Categories in the Final Report
If you want a category's data to be included in the final display report, check the box next to the category name. You can select multiple categories as per your requirement.
3. View and Export Reports
After selecting the desired categories, you can view the final display report. This report is a consolidated view of all your security health check information. You can export this report in different formats - PDF, CSV, or HTML.
4. Schedule Reports
The Snapshot Security Health Check offers a scheduling feature. This allows you to set the system to send a PDF report via email to the administrators whenever a new snapshot is taken.
5. Conditional Scheduling
The tool can also be set up to send the report only when certain conditions are met. For example, it can be programmed to send the report only if a high-risk item is reported, or if a medium or high-risk item is reported. This means you can have Snapshot monitor the security health check and send out an email only if there is a problem detected.
This functionality is particularly useful for administrators, as it reduces the need for constant manual monitoring and allows for immediate response to potential issues.
Summary
The Metazoa Snapshot Security Health Check is an efficient tool for overseeing the security aspects of your system. By selecting categories of interest, scheduling reports, and setting conditions for these reports, administrators can maintain vigilant and timely monitoring of their system's security status.
Links
Snapshot Best Practices: Salesforce Compliance, Governance, and Security