Analyze span patterns around opportunity changes
Bring a repeatable Datadog span query into the workflow when an opportunity changes, using context your team provides.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Search Spans Analytics
Search and analyze span data with aggregations in datadog. this action uses the datadog spans analytics api to perform advanced queries and aggregations on trace span data. it's essential for: - analyzing error rates and latency patterns - understanding service dependencies and bottlenecks - root cause analysis during incidents - performance monitoring and optimization the api supports complex queries with grouping, filtering, and various aggregation functions similar to log analytics.
Why this helps
Connecting business changes to service performance can require a manual query and a separate investigation.
- Run a consistent span analysis after opportunity changes.
- Keep query instructions with the automation.
- Review analysis output in the run report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Datadog once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis in one instruction to search and analyze Datadog spans after an opportunity change, supplying the query and time window.
- 4Pick the New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity change and review the analysis output.
Questions about this workflow
Can the workflow determine which service is tied to an opportunity?
Only when the relevant service context is returned by Salesforce or supplied in your instruction.
What does span analytics return?
The action searches and analyzes span data with aggregations. Specify the query and time window needed for your investigation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Datadog. A trigger fires from one place; an action lands in another.
Salesforce triggers
Datadog actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Dashboard
Create a dashboard in datadog. dashboards provide customizable visualizations for monitoring your infrastructure, applications, and business metrics in a unified view.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create downtime
Creates a new downtime in datadog to suppress alerts during maintenance windows or planned outages. useful for preventing false alarms during deployments or maintenance.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create event
Creates a new event in datadog. events are useful for tracking deployments, outages, configuration changes, and other important occurrences.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create monitor
Creates a new datadog monitor to track metrics, logs, or other data sources with configurable alerting thresholds and notifications.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create SLO
Create a service level objective (slo) in datadog. slos help you define and track reliability targets for your services, enabling data-driven decisions about service quality and reliability investments.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Synthetic API Test
Create a synthetic api test in datadog. creates a new synthetic api test that continuously monitors api endpoints from multiple locations worldwide. useful for proactive monitoring of api uptime, performance, and functionality.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create Webhook
Create a webhook in datadog. webhooks enable you to receive notifications from datadog monitors and alerts to external services and applications.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Dashboard
Delete a dashboard in datadog. permanently removes a dashboard from your organization. this action cannot be undone. use with caution.
Connect any two apps with Notis in the middle.
Salesforce and Datadog, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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