Quickstart guide and workflow for backup
Workflow
The following diagram illustrates the backup workflow:
Before you begin
Ensure the following:
- The project is configured. For more information, see Projects.
- Source and destination environments are added in the Environment hub. For more information, see Configuring Environment Hub.
- You have the required permissions. For more information, see Permissions.
For the detailed procedure, see Data Backup.
Step 1: Create a backup definition
You can configure the backup settings and trigger a backup using the backup definition.
For more information, see Configure Backup Definition.
You can configure the following settings in a backup definition.
|
Setting |
Description |
|---|---|
|
General |
|
|
Scheduling |
Salesforce App takes a daily backup of your Salesforce data. It will start with a full backup of all the data inside of your Salesforce org (standard, custom, and managed package objects along with attachments, content, knowledge articles, and chatter). It will perform incremental backups every day after the initial full backup. The incremental backups capture the daily records created, updated, and deleted. |
|
Notification |
Configure notifications for successful and/or failed backups along with any notifications. These notifications can be received through email and/or text. |
|
Excluded Objects |
Objects you want to exclude or include objects from the backup |
|
Excluded Fields |
Fields you want to exclude from the backup. |
|
Metadata |
You can enable metadata backups, which perform a backup of all files for the selected metadata during each backup cycle. |
|
Permissions |
You can assign recommended Salesforce permissions to a user account associated with an organization with configured backups. This ensures data backup covering the required fields and associated records. |
|
Alerts |
Configure alerts to be notified if there are large changes to specified objects. |
Step 2: Run the backup job
Salesforce App takes a daily backup of your Salesforce data. It will start with a full backup of all the data inside of your Salesforce org (standard, custom, and managed package objects along with attachments, content, knowledge articles, and chatter). It will perform incremental backups every day after the initial full backup.
You can allow the backups to run as per the frequency you have set in the backup definition.
Or
You can run a backup on demand.
For more information, see Configure Backup Definition.
Step 3: Monitor backups
You can check the progress of the data backup from the Task window.
For more information, see Managing Tasks.
As an inSync Cloud administrator, you can view the following information from the inSync Management Console.
- Backup Definition List
- Backup Statistics
- Backup and Download Status
- Reporting information
For more information, see Monitoring Backup Activities and Monitoring Backup Dashboards.
Configure Subject Access Request
The Subject Access Request feature helps you to stay GDPR compliant with your backups. You can delete, edit, or export records from your backup files.
For more information, see Configuring Subject Access Request for GDPR Compliance.
The following options are available:
|
Option |
Description |
|---|---|
|
Forget - Right to Erasure |
Use this option to delete records throughout your backup files. |
|
Change - Rectification |
Use this option to edit records throughout your backup files. |
|
Export - Data Portability |
Use this option to export records from your backup files in a structured format. |
Subject Access Requests have a two-day delay period before the request is completed.