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The Ultimate Step-by-Step Playbook

The Ultimate Step-by-Step Playbook

2025 Salesforce Shield Event Monitoring Implementation Guide 

This is a practical, step‑by‑step playbook to plan, implement, and operationalize Salesforce Shield Event Monitoring (the Event Monitoring component of Shield).

Who this guide is for: RevOps/Business Systems, Salesforce Admins/Architects, Security, IT, and Compliance teams who need actionable visibility into Salesforce activity to reduce risk and prove control effectiveness.

How to use this guide: Skim the Executive Summary, confirm scope and roles, then follow the step-by-step plan.

Each section includes context, examples, and checklists so you can implement quickly without getting lost in theory.

What you’ll walk away with: Dashboards that leaders actually read, high-signal detections, and audit-ready evidence of monitoring and incident response.

 

About Spotlight Monitor

We're a team of Salesforce Shield experts experienced in key regulated verticals. We offer Shield solutions tailored for small and mid-market businesses.