Backing up and restoring Salesforce forms part of our cloud service offering. For more on what functionality we support, click here.
Note: To use the service, you need to be both a RedApp company administrator, and a system administrator for your organisation.
Use the guide below to manage your Salesforce backups.
1. In the RedApp, locate the relevant customer name in the sidebar and click on it.
2. Go to Salesforce in the sidebar on the left.
3. Click Add at the top right.
4. Select the environment you want to back up.
5. You will now need to sign into Salesforce. Click Next to proceed.
6. Allow the requested access.
7. Back on the RedApp, click on the name of your backup set in the sidebar to the left.
8. To start a backup of this data, click the menu icon on the right and go to Backup.
You can monitor the progress of your backup at the top of the home page or under Notifications > Tasks.
You will receive a message under Notifications > Recent when the backup completes.
To see a complete history of your notifications and tasks, click See all.
You can customise which columns you see on the backup set home page by going to Customise display.
You can also view an audit trail of all activities and which users performed them by clicking on the icon at the top right.
1. On the home page for the relevant backup set, click on Backup schedule > Edit.
2. You can retain the default of a single daily backup, or you can set your backups to only run on specific days (custom). In either case, use the drop-down menu to set the backup time. Set your preferences and click on the check mark.
1. On the home page for the relevant backup set, click on the menu icon and select Recover. You will need to authenticate before proceeding.
An InstantData link will be generated that can be used to recover the data.
2. Use the icons on the right to either copy the link for sharing or download the InstantData agent directly onto the machine where you want to recover the data.
3. Run the application.
4. Select Temporary File Access and click Launch.
5. Pick a letter to use for a temporary recovery drive and click Mount. In this example we are using Z:.
This drive will appear in your File Explorer, containing the recovered files. The data will be in CSV format.
6. To import these files, open Salesforce.
7. Click on the settings icon and go to Setup.
8. Under Platform Tools, click on Integrations, then Data Import WIzard.
9. On the screen that appears, click Launch Wizard!.
10. Go to Accounts and Contacts > Add new records.
11. Upload the accounts.csv file located in the folder Z:/[backup date]/sObjects/Accounts, then click Next. You can then monitor the progress of your import from the Bulk Data Load Jobs page in Salesforce.
1. On the home page for the relevant backup set, click on the menu icon to expand more options, then click Remove.
2. Confirm the deletion by clicking Remove.
1. On the home page for the relevant backup set, click on the menu icon to expand more options, then click Rename.
2. Enter the new name for the backup set and click Update.