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 a inSync cross-org restore, you can quickly create your required environment. inSync does not install the Salesforce App inside a restore-only org when it is configured.
Configure a restore-only Salesforce org
Adding a restore-only org requires the following:
Pre-requisites
- Get the Salesforce system administrator account details for the organization that you want to configure for backup.
- 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
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:
- On the inSync Management Console menu bar, click the
icon to access the global navigation panel. - Click SaaS Apps.
- Click Salesforce. A list of Salesforce accounts that are registered for backup in inSync is displayed.
- Click Add Account to add a new Salesforce organization for backup. Add Salesforce Account window appears.
- In the Select account type drop-down list, select the account type that you want to assign to the new org.
- 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. - 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.
- 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.
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 allocation for the Salesforce organization to accommodate the restored data - The Salesforce administrator must ensure the restore-only org has adequate storage space for the Salesforce organization. The space must be enough to store child records and attachments and to avoid restoration failures from exceeding the storage limit allocated for the Salesforce organization.
- 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:
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 Salesforce App 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:
- On the inSync Management Console menu bar, click the icon to access the global navigation panel.
- Click SaaS Apps.
- Click Salesforce. A list of Salesforce accounts that are registered for backup in inSync is displayed.
- Select the restore-only org for which you want to enable backup.
- Click Configure. Add Salesforce Account window appears.
- 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.
- You are redirected to the login page of the Salesforce Cloud environment that you have selected for backup.
- 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.
- Read the permissions and click Accept to grant inSync the permissions to access Salesforce data.
- 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 App for Salesforce administrators only.
- 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.
- 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. Salesforce App 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.
Set up org to perform backups