How to set up Salesforce backup

Note: Only the organization owner can set up a Salesforce backup with SysCloud.

For customers who onboarded after 12/13/2024  | For customers who onboarded before 12/13/2024

Follow the steps below to create and start a backup job for Salesforce:    

Step 1: Log in to the SysCloud backup application using your admin credentials.   

Note: If this is your first backup job (after clicking “create backup job” on the final setup page), directly navigate to step 3.   

Step 2: Navigate to “Jobs” on the top menu and click on “Create a new backup job.”  

Step 3: Name the backup job and give a description (optional). Click on “Next.”  

Step 4: To connect your Salesforce account to SysCloud, navigate to “Salesforce” and click “Connect.”   

To know how to connect your Salsforce account to SysCloud, read this article.

Step 5: To define the scope of the backup job, select “Salesforce” from the clouds list, and click on “Select” under Scope.  

Step 6: Select the organizations you want to back up. Click on "Confirm."

Step 7: Next, click on “Select apps and retention” to define the retention period for your backup job.  Select the type of data to be backed up- metadata and objects. If you want the items retained only for a certain period of time, uncheck the box under “Retention period” and specify the number of days, months or years for which you want the items retained. Click on “Next.”  

 Step 8: In the next step, you can select add-ons. Configure add-on settings by clicking on “Configure” under “Settings.”  

Step 9: Finally, click “Start backup” to back up your selected scope.

Follow the steps below to set up a backup for your Salesforce organization using SysCloud:  

Step 1: Log in to your SysCloud backup account.  

Step 2: Navigate to “Other Clouds -> Salesforce.” 

Step 3: Click “Connect and add organizations” and “Done.” 

Step 4: Choose the organizations you want to connect with SysCloud. Click “Done.” 

Step 5: SysCloud’s auto-backup feature is ON for all Salesforce organizations by default. Unselect the checkbox next to the Salesforce organization to disable auto-backup. If auto-backup is disabled, any new Salesforce data are not backed up automatically. 

Step 6: Choose the retention type. 

By default, Salesforce data are retained in the SysCloud backup archives for an unlimited period. To add a custom retention period, uncheck the Unlimited option and enter the custom retention period. Click “Confirm” and then “Start backup.”