Key Features of DBSync's Salesforce Backup

DBSync's SaaS Backup for Salesforce provides enterprise-grade, automated backup and restores within the Salesforce interface.

Avoid time-consuming and tedious manual export of data and instead enjoy daily automated backup and rapid restore for all your critical data, attachments, files and metadata.

DBSync's SaaS Backup for Salesforce has various features as listed below:

• No limits on storage, versions, and duration.

• Real-time, scheduled and automated data backup.

• In-built with a robust Scheduler and Modifier. It runs in the background, providing daily, automated backup at the time you specify – and discovers changes in your Salesforce organization automatically for backup.

• Selective backup for all organization or specific objects as required

• In-built logs screen to check and verify backup updates enabling a transparent reporting mechanism. Use the audit log for an immutable, detailed record of every action done by any user within DBSync's SaaS Backup for Salesforce. Drill down into any backup or restore for details, including error reporting and guidance.

• Activate selective security tags for viewing or masking data

• Back-track metadata to preview current data and all changes made.

• Generate reports and create dashboards with advanced features of backup activity, error logs, sync details and user activity.

• Status monitoring

• View your customizable dashboard for the state of your most recent backups with record counts of changes for your most important object types

• Add unlimited users

• On-demand backup option where you can run a manual backup any time, on-screen from DBSync's SaaS Backup for Salesforce in your Salesforce environment which is useful before major imports or new customizations.

• Close Salesforce integration: Lightning certified and built directly into the Salesforce interface, DBSync Cloud Backup makes recovery a seamless, intuitive part of the Salesforce experience.

• End-user self-restore: Save Admins time by empowering your Salesforce end-users with on-page restores. They can quickly restore those fields of records they have edit rights to, directly from the record pages.

Steps to start Backing up your App

1. Login to your DBSync Salesforce Backup instance

2. Get started by clicking on the Add App to connect your Salesforce organization.

3. Post authentication, you can start Backing up Salesforce. You will be navigated into our Backup setup screen where you will be able to select organization/object level Backup.

4. Backup progress can be viewed with live log screen update. You will also receive an email notification when the  Backup is complete.

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                                                                         Fig 1: Add app page

Backup

Steps to setup Backup:

1. Select from one of these two choices :
   
   Backup by Organization
   Select this option to back up the entire Salesforce instance.
   
   Backup by Object

 Select this option to Backup only specific objects of Salesforce.

      2. Save the selection to automate your daily Backup.

      3. To start the process, Click on the Backup now. 

Note: First-time Backup process takes approximately 2 hours. View the logs for live updates. You will receive an email when the Backup is ready.

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Fig 2: Backup 

Restore

Select from one of these two choices :

1.Merge and Restore

Quick Steps:

•1. Select a  object

•2. Select the field

•3. Click on Merge and Restore

•4. Choose the fields Review and Merge

2.Restore with Child

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Fig 3: Restore and restore with child

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Fig 4: Restore and Merge

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Fig 5: Notification

• The restore option enables the user to merge the object fields from various profiles into a single record

• The user can retain one record as the primary record and restore or merge the other records into the same profile

Metadata

The data which attributes with Configuration and Automation made on your Salesforce instance is what we call Metadata. 

This feature helps you to immediately identify data additions, modifications, and deletions. 

Use this tool to find the required comparison on your Salesforce instance.

Quick Steps:

1. Select the components or object

2. Choose a  date from the datepicker.

3. Review the errors under latest sync and last sync column

4. The errors are color coded for easy reference in Yellow color

5. Quickly fix all errors in the XML

Note : Initially the comparison is based on last sync Backup of metadata

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Fig 6: Metadata

Notification

To receive notification when the Backup process is complete you can set up the preferred email address to receive the notifications and also set up scheduled notifications. You can add more recipients if required.

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Fig 7: Notification

Logs

The logs screen provides a quick review of the various Backups process and can be viewed by sorting through the App, By Date or by Profile. You can also export all logs to a file and preview.

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Fig 9: Logs