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Anomaly Detection

About This Guide

Anomaly Detection scans configured Salesforce data and metadata for activity that exceeds defined deviation thresholds. This guide follows the supplied application flow from initial setup through anomaly review, rollback, comparison, pausing, stopping, and resuming monitoring.

Interface examples use Salesforce org 100_GB_Org and the Account object. Displayed dates, record counts, labels, email addresses, and object fields reflect the captured application state.

Status Reference

  • Initialize - Vault prepares or restarts the Anomaly Detection job.

  • Active - monitoring is enabled and scheduled activity is evaluated.

  • Paused - monitoring is suspended until the selected date is cleared or reached.

  • Stopped - monitoring is turned off until the permanent-stop control is disabled and resume is confirmed.

Configure Anomaly Detection

The configuration flow selects the monitored Salesforce data and metadata, applies deviation thresholds, defines notification recipients, and excludes specified Salesforce activity from analysis.

Open the configuration workflow

Open ANOMALY DETECTION > CONFIG and select a Salesforce org. When no configuration exists, the page displays the Anomaly Detection setup message. Select the Configuration Settings gear icon or Set Up Anomaly Detection Now to begin.

Empty configuration state with the Configuration Settings tooltip

Select data objects and deviation thresholds

The Config Creation dialog opens on the DATA tab. Select each object that requires monitoring and enter a Percentage Deviation value from 1 through 100. The configured percentage defines the threshold used to flag unusual change activity.

Config Creation DATA tab with object and percentage-deviation controls

Note: Anomaly Detection runs daily at 1:00 AM UTC. Configuration changes take effect during the next scheduled run. Daily changes are tracked and notification email is sent.

Apply the data selections

Select the required object checkboxes and confirm the percentage-deviation values. Selected objects remain enabled for monitoring, while unselected objects remain outside the configuration.

Selected objects on the DATA tab

Open the MetaData configuration

Select the MetaData tab. The list displays supported metadata types together with a Percentage Deviation value for each type.

MetaData tab with available metadata types

Select metadata types

Select the metadata types that require anomaly monitoring and retain or update the percentage-deviation thresholds. The displayed configuration includes AIApplicationConfig and ActionLauncherItemDef as selected examples.

Selected metadata types and deviation thresholds

Configure email recipients

Under Email Notifications, select Select Vault Users. The selected Vault accounts receive anomaly-detection notification email.

Select Vault Users link under Email Notifications

Apply Vault notification recipients

User Details lists each Vault account by Name, Email, Role, and Status. Select the required active accounts and select APPLY to return the selections to Config Creation.

User Details dialog for Vault notification recipients

Configure excluded Salesforce activity

Under Exclude Changes of Users, select Salesforce Users. Activity performed by the selected Salesforce accounts is excluded from anomaly evaluation.

Salesforce Users link under Exclude Changes of Users

Apply excluded Salesforce users and save

The Salesforce User Details dialog lists Username, Email, and Profile Name. Select the Salesforce accounts whose changes must be excluded, select APPLY, then select SAVE CONFIGURATION in Config Creation.

Salesforce User Details dialog for excluded change activity

Activate and Monitor Anomaly Detection

After the configuration is saved, Vault initializes the monitoring job and then displays daily data and metadata activity for the selected seven-day range.

Review the initialization state

The status changes to Initialize while Vault prepares Anomaly Detection. Data and Metadata panels display No data available and No metadata available until monitored activity becomes available.

Initialize status while Anomaly Detection starts

Confirm the active state

The status changes to Active when anomaly monitoring is enabled. The refresh icon updates the displayed status and dashboard information.

Active status on the Anomaly Detection dashboard

Review deleted-record activity

Select an object in the Data panel and move the pointer over a chart bar to display the activity tooltip. The displayed example shows Delete: 6 for 4 Jul.

Data chart tooltip showing six deleted records on 4 Jul

Review added-record activity

Move the pointer over another chart bar to review its date, change type, and record count. The displayed example shows Add: 10 for 6 Jul.

Data chart tooltip showing ten added records on 6 Jul

Review Anomalies and Run a Rollback

Anomaly Details exposes affected records for a selected date and object. Individual records can be selected for rollback, while Compare evaluates the complete result set.

Open Anomaly Details

Select a chart result to open Anomaly Details. Use Selected Change Type, Object List, Display Columns (Max 7), and Select Date to refine the record list. Select Export to export the displayed anomaly data.

Anomaly Details with deleted Account records

Note: Compare evaluates all records. Rollback becomes available only after one or more specific records are selected.

Select records for rollback

Select the required record checkboxes. The page reports the number selected and provides Click here to select all the 6 records when the complete result set is required. Select ROLLBACK to continue.

Selected anomaly record with the ROLLBACK action enabled

Acknowledge rollback considerations

Vault displays rollback considerations before the RollBack Summary opens. Select GOT IT after reviewing the conditions that can affect rollback execution.

Rollback considerations displayed before job configuration

Important: Rollback failures can result from active triggers, process builders, workflows, flows, validation rules, inactive Salesforce owners, or missing dependencies such as required fields. Salesforce limits uncompressed metadata to 500 MB per job; an appropriate batch size is required when metadata exceeds that limit.

Complete the RollBack Summary

Review Org Name and Rollback Label, enter a Batch Size when required, and confirm the Email notification recipient. Enable the required execution controls, including Disable Workflows, Disable Validation rules, Disable Triggers, Disable Flows, unique-identifier duplicate prevention, blank-value override, Serial Mode for Bulk API, or restricted-delete handling. Select ROLLBACK.

RollBack Summary with execution controls and selected record count

Note: The displayed Batch Size field supports a maximum value of 9999. The Data summary identifies the object, number of fields, and number of records included in the job.

Confirm rollback initiation

Vault displays Rollback has been initiated successfully. Select OK to close the confirmation and continue to rollback monitoring.

Successful rollback-initiation confirmation

Monitor an in-progress rollback

Open ANOMALY DETECTION > ROLLBACK and select the Salesforce org. Enable Show In Progress Jobs when required. The status indicator displays the In Progress tooltip while the rollback runs.

Anomaly Rollback page with the In Progress tooltip

Review the completed rollback row

After completion, the row displays Duration, Total Count, Success Count, Failed Count, and a completed status indicator. Moving the pointer over the label displays the complete rollback label.

Completed rollback with the full-label tooltip

Review the data rollback log

Open the rollback log and select the DATA tab. Failure Records and Success Records switches control the displayed results. The object row reports Success and Failures and provides a Download action for the result file.

DATA rollback log with success, failure, and download information

Review the metadata rollback log

Select the METADATA tab to review Failure Members and Success Members. The displayed example reports No data. Select EXPORT when metadata-member results are available.

METADATA rollback log with no member results

Use the View Log action

Move the pointer over the document icon in the Action column to display the View Log tooltip. Select the icon to reopen the detailed DATA and METADATA rollback log.

View Log tooltip in the rollback Action column

Compare Anomaly Records and Review Results

A comparison evaluates the selected object's anomaly snapshots, highlights changed values, supports record-level inspection and export, and permits re-execution with a revised field set.

Return to the monitored activity

Return to CONFIG and select the monitored object. The Active dashboard continues to show Add, Delete, and Modify activity. The displayed chart tooltip identifies Delete: 6 for 4 Jul.

Active dashboard with a deleted-record activity tooltip

Start a comparison from Anomaly Details

Open the applicable Anomaly Details view and select COMPARE. Comparison evaluates every record in the current anomaly result, so record selection is not required.

COMPARE action on Anomaly Details

Confirm comparison initiation

Vault displays that the comparison is initiated successfully and that notification email is sent after completion. Select OK to close the confirmation.

Successful comparison-initiation confirmation

Monitor the comparison job

Open ANOMALY DETECTION > JOB HISTORY, select Source Org, and select APPLY. The comparison row displays SnapShot1, SnapShot2, Object, Fields, Last Run Date, Valid Until, Compared By, Duration, Total Compared Records, Status, and Actions.

Comparison row in Anomaly Detection Job History

Display the complete comparison label

Move the pointer over the truncated Compare Label to display the complete label in a tooltip. The displayed example is Anomaly_Mon, 06-Jul-26 04:14 PM GMT.

Complete comparison label displayed in a tooltip

Review Anomaly Detection Results

Open the comparison result from Job History. The results page identifies Compare Label, Selected Object, Snapshot1, and Snapshot2. Use All, Additions, Modifications, or Deletions to filter the records. Changed snapshot values are highlighted in red.

Anomaly Detection Results with snapshot differences

Open a record comparison

Move the pointer over the record-detail icon to display the viewrecords tooltip. Select the icon to compare the field values for the corresponding record.

ViewRecords tooltip for record-level comparison

Compare field values for one record

The View Record dialog lists each Field with its Snapshot-1 and Snapshot-2 values. Review the required values, scroll for additional fields, and select Close when the review is complete.

View Record dialog comparing Snapshot-1 and Snapshot-2

Open the export workflow

Select EXPORT to download comparison results. The exported scope is selected in the Export dialog.

EXPORT action on Anomaly Detection Results

Choose the export scope

In the Export dialog, select All Records, Records Displayed On The Current Page, or Selected Records. Select OK to generate the export, or select CANCEL to return without exporting.

Export dialog with available record scopes

Change the displayed result columns

Select CHANGE VIEW to revise the fields displayed as columns in the results grid.

CHANGE VIEW action on Anomaly Detection Results

Select fields for the result view

The Fields dialog displays the selected count and a searchable field list. Select or clear fields and select OK to apply the display changes. A maximum of 20 columns can be selected at once.

Fields dialog for result-column selection

Select compared records for rollback

Select the required result rows or select the header checkbox. The page reports the number selected and enables ROLLBACK. Select Click here to select all the 6 records when the complete set is required.

Selected comparison-result rows with ROLLBACK enabled

Revise the fields used for comparison

Select FIELDS TO COMPARE. The number in parentheses reports the fields currently included in the comparison; the displayed example contains 243 fields.

FIELDS TO COMPARE action with the current field count

Select comparison fields and re-execute

The Select Fields Of : Account dialog lists the available Field API Name values. Select or clear the required fields, then select COMPARE to re-execute the comparison with the revised field set.

Field API selections for comparison re-execution

Confirm comparison re-execution

Vault confirms that re-execution of compare records started successfully and that status is updated shortly. Select OK to return to the results workflow.

Successful comparison re-execution confirmation

Review the completed re-execution

Return to Job History and refresh the page. The completed row shows the updated Last Run Date, Valid Until, Duration, and Total Compared Records values.

Completed re-executed comparison in Job History

Identify the compared object

Move the pointer over the Object value to display its full tooltip. The displayed tooltip identifies Account.

Account tooltip in the Object column

Review comparison-field status from the object

Select the linked object value to open the comparison-field status dialog. The dialog identifies the Compare Label and Object and lists Field API Name values with green status indicators.

Comparison-field status dialog opened from the object link

Locate the View Fields action

Move the pointer over the Fields icon to display the View Fields tooltip.

View Fields tooltip in Anomaly Detection Job History

Review comparison-field status from View Fields

Select the View Fields icon to open the same comparison-field status dialog. Scroll through the Field API Name list to review the status of every compared field.

Comparison-field status dialog opened from View Fields

Pause, Stop, and Resume Anomaly Detection

The CONFIG dashboard provides temporary and permanent lifecycle controls. A pause suspends monitoring until a specified date, while the permanent control stops the job until it is explicitly resumed.

Select a temporary pause date

Select the calendar under Pause anomaly detection until and choose the date through which monitoring remains paused.

Pause-date calendar on the Active dashboard

Confirm the paused state

After a pause date is selected, the status changes from Active to Paused and the selected date appears in the pause control.

Paused status with the selected pause date

Clear the temporary pause date

Move the pointer over the X icon to display the Clear Date tooltip, then select the icon to remove the pause date. A date tooltip can also appear near the date-related control while it has focus.

Clear Date tooltip for the temporary pause control

Confirm monitoring reactivation

After the pause date is cleared, the status returns to Active and the pause control returns to Select Date.

Active status after the pause date is cleared

Turn off Anomaly Detection permanently

Enable Turn off anomaly detection permanently to stop the active monitoring job.

Permanent Anomaly Detection stop control

Confirm the permanent stop

The Confirmation dialog reports that the job is currently running and requests confirmation to stop it. Select CONFIRM to continue or CANCEL to retain the active job.

Confirmation dialog for stopping a running job

Review the stopped state

After confirmation, the status changes to Stopped and the permanent-stop switch remains enabled.

Stopped status after Anomaly Detection is turned off

Resume a stopped job

Disable Turn off anomaly detection permanently. The Confirmation dialog reports that the job is currently stopped and requests confirmation to resume it. Select CONFIRM to restart monitoring.

Confirmation dialog for resuming a stopped job

Review initialization and select the dashboard date range

The status changes to Initialize while monitoring restarts. Use Date range (7 days) to select the dashboard start date. Vault automatically sets the end date to the selected start date plus six days.

Initialize status and seven-day dashboard date-range calendar

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