This section will help you Get Started with DBSync Salesforce Backup and provide a quick look into the process to initiate your data Backup

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.


            Fig 1: Add app page

           

    Fig 2: Salesforce Authentication link to the production instance

Backup Setup  

  1. Select from one of these two choices :

          i) Backup by Organization

           Select this option to back up the entire Salesforce instance.

          ii) 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.


Fig 3 : Backup Setup

Fig 4 : Backup In-Progress Message

Fig 5 : Logs