5. Steps to Backup a Salesforce instance

The below is a High-Level Menu for a detailed explanation of the SaaS Backup process and the steps that need to be followed:

1. Dashboard
2. Backup
3. Restore
   • Restore Deleted Records
   • Restore With Child
4. Metadata
5. Compliance
6. Notification Settings 
   • Webhooks Notification Settings Notification Settings 
7. Logs Section

Follow the steps:

• Log in to the DBSync Saas BR portal

• Enter login credentials

• You will be redirected to the landing page which is the apps page.

Add Apps:

• Click on Add app icon on the apps page to link your salesforce account

• A pop-up asking you to confirm login credentials to your Salesforce account will appear on the screen. Provide the username and password and click Login

• You will find the profile added under application instances

• You can also find the profile by name by using the search bar when you have more than one profile .

• Click on the profile link to go to dashboard
  
  

• The main screen has 7 main navigation tabs: