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