How do I use the new Backupify for Salesforce platform?

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Backupify for Salesforce gives you the power to backup, search, restore and manage your Salesforce data. Every day, Backupify will identify your most recently added and updated data, copy that data to an encrypted archive in a high-availability storage cloud, and make backups available through our web interface. The process repeats daily to ensure comprehensive protection for all your data.

In February 2016, we rolled out a completely new platform and user interface for the Backupify for Salesforce. The following serves as an introduction to the new platform.

Introduction to the Interface

The interface for Backupify for Salesforce shows a tabular view of the objects contained in your Salesforce instance. To begin the process of backup, Backupify retrieves the full list of objects in your Salesforce instance, including custom objects. For each object, the system shows the date of last backup, the number of records backed up, and the total data captured. The Metadata object always appears as the first item on the list.

Searching for Objects

The list is displayed alphabetically, and there is an object filter at the top of the list to allow you to quickly search for objects.

Summary Metrics

Above the object list, there is a Summary metrics bar that provides basic information about the service.

Status of the backup - Whether backups are ongoing or paused
Total data stored
Number of API metrics used that day
The date and status of the most recent backup
The number of records backed up in the most recent backup
The date/time of the next backup

Activity History

To access the history of backup activity, click the View Activity History link on the Summary metrics bar. This shows the history of backups, exports, and restores for your Salesforce service. In the event of a backup failure or cancellation, it displays a detailed explanation of the problem.

Backup History Statuses

Cancelled - If a backup job is too big to be completed in 24 hours, Backupify cancels it and resumes it the next day. This happens often during the resource-intensive onboarding process.
Complete - If Backupify can backup all objects and at least 95% of records, the backup is considered successful. Any failed records are queued for backup the next day.
Failure - If Backupify cannot backup an object or less than 95% of records, the backup is considered failed.
Incomplete - If Backupify completes a backup because it has insufficient API calls or because Salesforce does not respond to API calls, the backup is marked as incomplete.

Forcing a Manual Backup

Backupify for Salesforce performs backups on a daily basis on a schedule determined by Backupify. However, you can trigger a manual backup. In the summary metrics bar, click the Next Scheduled Backup time and click Backup Now. This link is not available while the system is actively performing a backup.

Enabling/Disabling objects

For some organizations, saving the number of API calls used is critical. Since Backupify uses API calls to backup your Salesforce instance, you may wish to avoid backing up certain objects in order to reduce the number of API calls used. For example, if you are not using Salesforce Chatter for business critical information, you may choose to disable any of the Feed objects in order to reduce the number of API calls.

By default, all objects are enabled. To disable an object, select the object in the object list. This displays a panel on the right side of the application. Click the disable link to disable the object. It will then show as inactive, but all history captured to date will be preserved. You can re-enable an object at any time.

Restoring an Object

Backupify allows you to restore a select number of objects directly to Salesforce without the need to use data loader. This is extremely convenient in the case where data has been lost or corrupted. To restore an object, select the object in the object list. This displays a panel on the right side of the application. Click the restore link. Then, select the environment you want to restore to and whether to create new records or update existing records.

Exporting an Object

You can export any object that has been backed up. To export an object, select the object in the object list. This displays a panel on the right side of the application. Click the export link. The export process then runs in the background. When the export is finished, it appears in the Activity History. Click the View Activity History link on the Summary metrics bar to access the zipped CSV export file. For extremely large objects, the export will be broken down into multiple CSVs.

Restoring or Exporting a Historical Version

You can also perform an export or restore of a specific point in time of a given object. For example, if you discover that your Accounts object was corrupted several days ago, you can restore the version from the day before the corruption occurred. To view historical versions of a given object, select the object from the object list. The right panel will show the history of backup versions. (If a date is missing, either a backup was not performed that day or the object had no new data to back up on that day.) Select any version, and then perform either an export or restore.

Setting API Limits

You must select how API calls the Backupify for Salesforce product is allowed to make on a daily basis.

Select the setting icon on the right side of the navigation bar.
Click Account Settings.
Click Salesforce Settings.
Enter a value for each environment that Backupify is backing up.
Click Set API limit.

Setting Email Preferences

The Backupify for Salesforce Administrator can set email notification preferences. Email communications regarding critical issues with your account will always be sent regardless of your preferences selected.

Select the setting icon on the right side of the navigation bar.
Click Account Settings.
Click Salesforce Settings.
Select Email preferences
API Limit Warning - an email informing you if you have hit your daily API limit
Weekly Status Summary - a weekly email summarizing the backup history for the past week.
Click Update Preferences.

Reauthorizing Your Salesforce Account

You will periodically need to reauthorize Backupify to access your Salesforce account.

Select the setting icon on the right side of the navigation bar.
Click Account Settings.
Click Salesforce Settings.
Click Reauthorize.

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To contact Backupify support, please click here to submit a Support Request, or give us a call at 1-800-518-7449.


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