Skip to main content
Druva Documentation

Configure a restore-only org for sandbox seeding

Overview

You may want to use a Salesforce org to only restore a small subset of your production data for development, testing, or training. By adding a restore-only Salesforce org on the inSync Management Console and performing an inSync cross-org restore, you can quickly create your required environment.  inSync does not install the inSync app for Salesforce inside a restore-only org when it is configured.

Configure a restore-only Salesforce org

Adding a restore-only org requires the following:Edit section

Pre-requisites

  1. Get the Salesforce system administrator account details for the organization that you want to configure for backup.
  2. Grant the below permissions to inSync to access Salesforce data:
    • API Enabled permission
    • Manage Users
    • Modify all data
    • Modify Metadata Through Metadata API Functions
    • Enable Chatter
    • View all data
    • View all users

Druva inSync uses Chatter APIs to list and fetch files for every user and thus relevant permission for users will be required.

To configure a restore-only  Salesforce organization:

  1. On the inSync Management Console menu bar, click Data Sources > Cloud App. The Manage Cloud Apps page appears.
  2. Select the Salesforce cloud app, and then click Configure. An existing list of Salesforce organizations that are registered for backup in inSync is displayed.
  3. Click Add Account to add a new Salesforce organization for backup. Add Salesforce Account window appears.

    AddSFAcRestoreOnly.png
  4. In the Select account type drop-down list, select the account type that you want to assign to the new org.
  5. Set Account purpose as Restore Only and click OK
    You are redirected to the login page of the Salesforce Cloud environment that you have selected for backup.
  6. Enter the Salesforce administrator's username and password for the Salesforce organization, and then click Sign in. You are displayed the list of permissions that inSync requires to access Salesforce data.
  7. Read the permissions and click Accept.
    Your restore-only org is now registered on the inSync Management Console and is displayed in the Salesforce Account List. The App Status is displayed as Connected, while the App Status Info is displayed as Configured for Restore only. 

    RestoreOnlyConf1.png

 

To enable backups from a restore-only org, you need to reconfigure the org in the inSync Management Console as explained in the procedure below.

 

Permissions and checks required to restore data on the restore-only org

Irrespective of whether you are replicating an org or creating a subset of a larger org, the permissions and checks listed below are essential to successfully restore data on a restore-only org.  

  • Permission to Modify All Data must be enabled on the restore-only org - inSync requires this permission to be able to read, write, and overwrite data during a restore.
  • The restore-only org must have adequate storage space to accommodate the restored data - Salesforce administrator must ensure the restore-only org has adequate storage space. The space must be enough to store child records and attachments  and to avoid the restore from exceeding the storage limit.
  • The schema on the restore-only org must match with the schema of the data getting restored - A mismatch in the schema may result in total or partial restore failure.
  • The restore-only org must have adequate API quota - inSync uses API calls to restore data to the restore-only org. These APIs are consumed from the API quota allocated by Salesforce for every org. If all the allocated APIs are consumed before completing the restore, the restore fails with an inadequate API quota error.  
  • Apex triggers must be disabled at the restore-only org: Apex triggers may activate data validation rules and workflows when objects are restored to the restore-only org. This may result in errors during restore or restore failure.
  • inSync can only perform cross org restore between orgs which are within the same Environment hub.
  • inSync app within the source org does not have access or visibility of an org outside the Environment hub.

  • For best practices to manage Orgs in an Environment Hub, see Manage Orgs in Environment Hub

Enable backup for a restore-only org

If you wish to enable backups for a restore-only org, you can configure the org again to perform backups and restore. To change a restore-only org to backup and restore org, you must:

  1. Reconfigure the org as a backup and restore org
  2. Configure the org to perform backups

The steps to change a restore-only org registered on the inSync Management Console into a backup and restore org. At the end of this configuration, the inSync app for Salesforce is installed inside the Salesforce org and the org gets backed up based on the configured schedule.

The account type of the restore-only org remains same even as backup is enabled for the org.

Reconfigure a Restore-only org as a Backup and Restore org

To reconfigure the restore-only org:

  1. On the inSync Management Console menu bar, click Data Sources > Cloud App. The Manage Cloud Apps page appears.
  2. Click Salesforce cloud app link and select the restore-only org for which you want to enable backup.
  3. Click Configure. Add Salesforce Account window appears.

    AdddSFAcBkup.png
  4. Set the Account purpose as Backup and Restore and click OK. You cannot change the value in the Select account type field when you enable backup from a restore-only org.
  5. You are redirected to the login page of the Salesforce Cloud environment that you have selected for backup.
  6. Enter the Salesforce administrator's username and password for the Salesforce organization, and then click Sign in.  The permissions that inSync requires to access Salesforce data are displayed.
  7. Read the permissions and click Accept to grant inSync the permissions to access Salesforce data. 
  8. inSync now tries to install inSync app for Salesforce in your Salesforce environment. Select Install for Admins Only option and click Install to install inSync application for Salesforce administrators only.
  9. Approve Third-Party Access page appears. This page lists the inSync Cloud URL, to which inSync app for Salesforce will communicate while performing backup and restore operations in Salesforce. Select Yes, grant access to these third-party websites check box, and click Continue.
  10. inSync app for Salesforce is installed. You are displayed a page with instructions to perform further activities. Read the instructions carefully and click Done.

    Your Salesforce organization is reconfigured as backup and restore org on inSync. inSync app for Salesforce is installed in the Salesforce environment. You can also view inSync app for Salesforce listed as an installed application on Installed Packages page.
    inSync also sends a confirmation email about the successful installation of the application in the Salesforce environment. You can also view the Salesforce organization details on the Manage Cloud App Accounts page.

Set up org to perform backups

When you register your Salesforce organization in inSync, inSync just gets connected to your Salesforce organization with required permissions.  To start backup, you must configure the registered Salesforce organization for the following:

  • Daily API Quota - inSync consumes APIs while performing the backup of objects from your Salesforce organization. As a Salesforce administrator, you must be aware of the daily API usage limit set for your organization by Salesforce. Typically, the API limit is set based on the criticality of the applications that you use in Salesforce and the size of the data your organization generates on a daily basis. inSync app for Salesforce utilizes maximum APIs during its first backup. Since subsequent backups are incremental, minimal APIs are consumed and hence, the API quota can be reset accordingly.

    Druva recommends that you calculate the data generated in your environment before you configure the API quota.

    You must specify an appropriate number of API calls that inSync must consume while backing up objects from your Salesforce organization. Here is a guideline on the number of API calls, that inSync consumes while performing Salesforce objects backup.

    The inSync API usage depends on the number of fields in each record and size of the record.  Generally, the API usage is as follows:

    • 1 API call for every 200 to 1000  records.

    • 2 API calls for each file and attachment.

      inSync calculates 10% of the daily API calls permitted by Salesforce for your organization. If the calculated value is greater than 15000, it is set as the default Daily API Quota for your organization. If the value is less, then the default Daily API Quota is set at 15000. 

For example:

  • If the daily API calls permitted by Salesforce for your organization is 100,000, the default Daily API Quota is set at 15,000.
  • If the daily API calls permitted by Salesforce for your organization are 200,000, the default Daily API Quota is set at 20,000.

inSync consumes only the required number of APIs for its backups and may not fully consume the quota. Daily API Quota indicates the maximum number of APIs inSync can consume for its backups. Administrators can change the quota either from the inSync Management Console and from Salesforce through the inSync app for Salesforce. The minimum and maximum quota limits are 1 and 1,000,000 respectively.

  • Backup Interval - You must specify the time interval after which inSync should backup your Salesforce data.
  • Salesforce Storage - By default, inSync does not allocate storage to your registered Salesforce organization. inSync provides separate storage for Salesforce data. While configuring your Salesforce organization, you must select the Salesforce storage that is available in your region. Once you select the Salesforce storage, all the Salesforce data backed up from your Salesforce organization and stored on the Salesforce storage.

Prerequisites

  • Registered Salesforce organization in inSync.
  • Approximate value of API quota calculated using the information provided above.
  • Email from Salesforce confirming successful installation of inSync app for Salesforce package.

Procedure

  1. On the inSync Management Console menu bar, click Data Sources > Cloud App. The Manage Cloud Apps page appears.
  2. Select Salesforce cloud app and click Configure.  A list of existing Salesforce accounts registered for backup is displayed.
  3.  If the App Status is displayed as Storage not assigned and its App Status info is displayed as Assign storage, skip to step 5.
  4. If the App Status is displayed as Package not installed and its App Status info is displayed as Confirm package installation, perform the following steps.

    SFDC_AssignStorage1.png
    1. Check if you have received the package installation email from Salesforce. Wait for the mail as the package installation may be in progress if you have not received the email.
    2. Click the Confirm package installation link under App Status info
    3. Click Confirm Package Installation on the confirmation message. 
      After a successful confirmation, the App Status displays Storage not assigned and the App Status info displays the Assign storage link.

      SFDC_AssignStorage2.png
       
  5. Click the Assign storage link to proceed with the configuration.
  6. Specify appropriate values for the following configuration:
    • Daily API Quota - Change the default value only if required.The default value displayed in this field is either 10% of the daily API calls permitted by Salesforce for your organization or 15000, whichever of the two is higher. This calculation is explained in the section above.
    • Backup Every - Specify the time interval between every backup after which inSync must back up the Salesforce data.
    • Storage - Select the Salesforce storage in your region, where inSync should backup your Salesforce data.

      You cannot change the Salesforce storage once you assign it.

       

  7. Click Save to preserve the specified configuration.inSync assigns the selected storage to your Salesforce organization and starts the backup immediately.

 

  • Was this article helpful?