Basic Usage

Starting a New Snoop Session

To start a new Snoop Session, create a new Snoop Session record. To do this, navigate to Settings > Solutions. Click the “Snoop Sessions” button and then click New.



In the new Snoop Session Form, enter a name for your Snoop Session and Press Save.


Tracking Entities 

  1. Scroll down to the Configuration Section.
  2. Select an Entity. The box above the entity list can be used to filter the list.
  3. Click Add Steps
  4. Select the steps to trace.
  5. Optionally, check Include Available Images to include Pre and Post-Images where available.
  6. Optionally, check Only Record My Actions to only log actions performed by the user starting the Snoop Session.
  7. Click Start Recording in the Command bar
  8. CRM_Snoop_Basic_Usage_4
  • The Results tab will expand and the graph will start scrolling.
  • Traces for the actions selected will appear along the timeline.
  • Clicking on an action will display the trace of the Context for the action selected.


  • Traces can also be reviewed by navigating to the top navigation: Snoop Session Results. And opening a trace.
  • On the Snoop Session Result form, the plugin context is shown under the Results tab



  • Recording will continue if the form is closed.
  • To stop Recording, click Pause record in the Command Bar.


Limitations and Warnings

  • Snoop Session can only record entities and actions that plugins steps can be registered on.
  • Multiple Snoop Sessions can be run at a time, but they may impact performance for the actions they’re registered on.