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% Admin User Guide

Last updated: 2025-11-08

Audience

Operational users administering Salesforce Middleware via the SF Dashboard. Assumes valid credentials and assigned role (Admin, Operator, Viewer).

Getting Started

  1. Navigate to the dashboard URL for your environment.
  2. Sign in with your email/password on /login.
  3. Choose the appropriate environment from the header selector.
  4. Review system status on the Overview page before taking action.

Role-Based Access Matrix

FeatureAdminOperatorViewer
Overview dashboard
Live logs
Queue managementView-only
Cron jobsView-only
User managementView-only
API keysView-only
Reports & exportsView-only
Settings

UI automatically hides actions you cannot perform. Unauthorized route access redirects to unauthorized.

Core Workflows

Monitor system health (/overview)

  • Check status cards (latency, queue depth, error rates).
  • Drill into metrics via tabs for detailed charts.

Investigate logs (/logs)

  • Filter by level, service, keyword.
  • Export filtered logs for escalation (CSV/JSON).

Manage queues (/queue)

  • View job counts (waiting, active, failed).
  • Retry failed jobs (Admin/Operator).
  • Export queue snapshot for reporting.

Handle cron jobs (/cron-jobs)

  • Check delivery status and next run time.
  • Export undelivered jobs for analysis.

Administer users (/users)

  • Create/disable users, adjust roles (Admin).
  • Generate API keys, revoke compromised keys.

Export Best Practices

  • Apply filters before exporting to narrow results.
  • Include metadata when sharing outside the team for audit traceability.
  • Follow security guidelines for handling exported files (store securely, delete when no longer needed).

Troubleshooting Tips

  • If data seems stale, confirm you've selected the intended environment.
  • Use the timestamp on cards/tables to confirm last refresh.
  • Persistent errors? Grab console logs (DevTools) and contact engineering.

Support & Escalation

  • Tier 1: Internal operations team Slack channel.
  • Tier 2: Middleware backend team (open ticket).
  • Security Concerns: Notify security operations immediately; capture export logs if involved.

Release Notes

  • Major changes are tracked in docs/CHANGELOG.md. Review before onboarding users to new functionality.

Salesforce Middleware Platform Documentation