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How to use filters in Salesforce archives in the SysCloud backup application?

This article explains how to use filters in Salesforce archives to quickly find the required records in the SysCloud backup application.

You can use filters when there are many records and objects are available under a Salesforce organization. Filters help you narrow down the results based on the available filter options for the selected object.

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

Step 2: Go to the Salesforce backup archives. Click on an account to view its archives.

Step 3: Under the Objects tab, you can view all the available Salesforce objects. To view only standard objects, use the filter option.

Step 4: Click the filter icon next to the search bar. Select the required filters from the available options.

Step 5: For the object, you can use the following filters: 

  • Restorable : Use this filter to view objects based on whether they are available for restore. This helps you quickly identify the objects that can be restored from the SysCloud backup archive.

  • Type : Use this filter to view Salesforce objects based on the object type. You can select Standard to view Salesforce standard objects or Custom to view custom objects created in your Salesforce organization.

Step 6: Click Done to apply the selected filters. The application will display the records that match the selected filters  (For example, I filtered out all the standard objects from the list of objects.)

  • The available filters may vary based on the selected Salesforce archive view. 
  • The number shown on the filter icon indicates the number of filters currently applied.
  • Filters are applied only to the selected Salesforce account, object, and archive snapshot.