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Druva Documentation

Druva inSync for Salesforce

Introduction

Note: inSync for Salesforce is currently under controlled availability. If your organization wants to use inSync for Salesforce, kindly contact Druva Support.

Druva inSync for Salesforce is an app that gets configured in the Salesforce environment when inSync is integrated with Salesforce from inSync Management Console. Salesforce administrators can access the app from Salesforce app menu or from the app launcher.  The app helps Salesforce administrators to manage backup and restore of Salesforce objects. 

How to access Druva inSync for Salesforce app?

Salesforce interface opens either in the Lightening Experience or in the Classic view. You can toggle between the two views at the click of a menu in the Salesforce environment. However, the menu from where you can access Druva inSync for Salesforce depends on the interface that you use in Salesforce. 

Prerequisite

Ensure that the inSync Administrator in your organization has configured Salesforce as a cloud app on the inSync Management Console. 

Open Druva inSync app in Lightening Experience 

  1. Log on to Salesforce.
  2. Click the  App Launcher icon   to open the App Launcher page, and click inSync.

 

Druva inSync for Salesforce app opens as one of the tabs in Salesforce and displays the app dashboard with backup details.  See Druva inSync for Salesforce app dashboard  section for more information.

Open Druva inSync in Classic view

  1. Log on to Salesforce.
  2. Click the App Menu on the top right corner, and click inSync.



    Druva inSync for Salesforce app opens as one of the tabs in Salesforce and displays the app dashboard with backup details.  See Druva inSync for Salesforce app dashboard  section for more information.