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

  1. Salesforce Dashboard
  2. Salesforce Backup
  3. Salesforce Restore
  4. Salesforce Metadata
  5. Salesforce Compliance
  6. Salesforce Notification Settings 
  7. Salesforce 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:

  1. Dashboard

  2. Backup

  3. Restore

  4. Metadata

  5. Compliance

  6. Notification

  7. Logs





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