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How to backup Salesforce (C2C)

Find out more about our Salesforce C2C backups

Our new Cloud to Cloud backup solution is perfect for backing up your cloud solutions to our cloud storage. We can backup numerous products, including SharePoint, G Suite, Dropbox, Office365 Exchange, Salesforce and many more.

For this guide, we will be focusing on how to backup Salesforce.

1. Log into your C2C portal. Once on the main page, you will see the below options. Please select Salesforce.

2a. You will then be taken to the below option. Here, you can select which part of Salesforce you backup. Production is your live environment, whereas Sandbox is your test environment (if you have one). When you press 'Authenticate in Salesforce', you will automatically be redirected to your Salesforce account, where you will need to confirm the access (see step 2b). You will need to sign in if you haven't already.

2b. This is the authentication page on Salesforce. You will need to press 'Allow'.

3. Once you have authorised the backup software in Salesforce, you will be taken to the page below. Here you can customise how you want the backup to run. You can choose the schedule and the throughput of the backup.

4. And that is it. You can then go to your backups and view the new backup. If the schedule has been set to a later time, it will tell you the time of the next backup. If you want to start one immediately, you can also press the start button and get one going. Here is where you will make changes to the backup as well.

Please don't hesitate to contact us if you still require assistance. You can email us on support@safedatastorage.co.uk, or call us on 01689 661030 and our dedicated support team will be happy to assist!