Agent monitoring, session tracing and alerts
Where agent monitoring sits in the agent development lifecycle, how to turn on Agentforce Session Tracing and install Agent Analytics so data lands in Data 360, how to read one conversation's trace, and how to set and investigate agent health alerts.
Explain the process for managing and monitoring agents.
~7 min read · 15 practice questions ·
What the exam expects
- Place monitoring in the agent development lifecycle and tie it to KPI goals set at the start.
- Set up monitoring: turn on Agentforce Session Tracing, Audit and Feedback, and Knowledge/RAG Quality Data and Metrics, and install the analytics app.
- Name the data sources that feed monitoring and where the data is stored.
- Find Analytics, Sessions & Intents and Alerts in Agentforce Studio, and inspect one conversation with its trace.
- Create alerts on standard or custom metrics with evidence-based thresholds, and investigate them.
Key terms: Agentforce Session Tracing captures each session's turns, reasoning, actions and responses in Data 360; Agent Analytics gives a broad dashboard view of production sessions; Sessions & Intents drills into individual conversations; trace is the time-ordered list of steps the agent took; alert is a threshold on a metric for one agent that sends a notification when breached.
Key facts
- Detail
- Agentforce Studio, Agents, Observe & Optimize
- Detail
- Ideate, Build, Test, Deploy, Monitor, iterative
- Detail
- Einstein Audit, Analytics, and Monitoring Setup; off by default, except on by default with Agentforce in orgs with one data space
- Detail
- A unified data model in Data 360
- Detail
- Recurs at five-minute intervals
- Detail
- Agent, timeframe, channel, modality
- Detail
- Metric, agent, condition, threshold value
- Detail
- At least 30 days of history before setting a threshold
Sources for this section (5)
- Monitor Agent Metrics and Scorestrailhead.salesforce.com (opens in a new tab)
- Get Started with Agent Monitoringtrailhead.salesforce.com (opens in a new tab)
- Set Up Agentforce Session Tracinghelp.salesforce.com (opens in a new tab)
- Agentforce Session Tracinghelp.salesforce.com (opens in a new tab)
- Monitor Agent Healthtrailhead.salesforce.com (opens in a new tab)
- Why does monitoring not replace Testing Center?
- When should you open the Trace tab instead of waiting for a session to be processed?
- Which data sources does Salesforce name as feeding agent monitoring?
- What four things define an agent health alert?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Specialist pack
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