Overview
With recent updates, the Druva App for Salesforce user interface (UI) is redesign with updated navigation workflows, and renamed terms.
Renamed Terms
To align with updated platform terminology, several UI elements and tabs have been renamed. Update any internal documentation, training materials, or bookmarks that reference the old names:
Previous | Latest | Updated Location in UI |
Data Backup (Tab) | Backup (Tab) | Top navigation bar in the Salesforce App |
Backup Definition | Backup Set | All pages, wizards, menus, and logs |
New Backup Definition | New Backup Set | Wizard title and action buttons |
Alerts | Data Exception Rules | Step 4 of Create wizard; overflow menu (▾) on a backup set |
Notifications | Manage Subscribers | Overflow menu (▾) on any backup set |
Archived Records (Tab) | Archival Content | Archival set detail page |
Navigation Updates
Most backup configuration and management tasks have moved directly to the Backup tab instead of requiring navigation into the Restore & Seeding section.
Task | Legacy Navigation | New LWC Navigation |
Access Backup Management | Salesforce App → Data Backup | Salesforce App → Backup |
Create a Backup Set | Data Backup → New Backup Definition | Backup → New Backup Set |
Edit a Backup Set | Restore & Seeding → Project → Backup Definition → Edit | Backup → Select Backup Set → Edit |
Delete a Backup Set | Edit modal → Delete Backup Definition | Backup → Backup Set → ▾ → Delete |
Run On-Demand Backup | Data Backup → Project → Backup Definition → Backup Now | Backup → Backup Set → Backup Now ▾ → Incremental or Full |
Configure Exception Rules | Create/Edit modal → Alerts tab | Wizard Step 4 or ▾ → Data Exception Rules |
Manage Notifications | Create/Edit modal → Notifications tab | Backup → Backup Set → ▾ → Manage Subscribers |
View Snapshot History | Restore & Seeding → Project → Backup Definition → View/Compare | Backup → Backup Set → Backups tab |
Subject Access Request (SAR) | Data Backup → Subject Access Request | Backup → Backup Set → ▾ → Subject Access Request |
Redesigned Pages & Workflows
Backup Set Detail Page
Clicking a backup set opens a streamlined, 3-tab layout replacing the single scrolling page:
Summary Tab: Displays an enhanced 12-field metadata grid (Organization ID/Name, Storage Region, Backup Frequency, Last/Next Backup timestamps, Status, and Size).
Backups Tab: Displays point-in-time snapshots with details including Snapshot Timestamp, Duration, # Objects, Backup Type, Total Records Affected, Created, Updated, and Deleted.
Note: Start and End timestamps have been moved to the Tasks panel to reduce table clutter.Compare Tab: Allows point-in-time comparison of records or metadata between any two selected snapshots.
Streamlined Create / Edit Backup Set Wizard
The legacy 10-tab configuration window has been consolidated into a guided 4-step wizard:
Step 1: Backup Set Details: Name, description, associated project, and target Salesforce org.
Step 2: Schedule and Retention: Frequency settings (Daily or High-Frequency), start time, and retention rules.
Step 3: Backup Content: Unified sub-tabs for Objects, Metadata, and Field exclusions.
Step 4: Data Exception Rules (Optional): Define threshold rules to flag anomalous record changes.
💡 Important: Email notifications are no longer configured within the creation wizard. To manage notification recipients, navigate to Backup → Backup Set → ▾ → Manage Subscribers.
Notification Management (Manage Subscribers)
Instead of restricting notifications to the logged-in user, the new Manage Subscribers modal supports multiple email recipients with event-level granularity.
To configure notification subscribers:
Go to the Backup page.
Click the overflow menu (▾) next to a backup set and select Manage Subscribers.
Add target email addresses and set specific triggers for On Success, On Failure, On Exceptions, or On Restore.
Direct Restore Launchers & Unified Wizard
Data restores now use a unified 3-step wizard launched directly from the Backups tab:
Initiate Full Snapshot Restore
Navigate to Backup → Backup Set → Backups tab.
Select a snapshot row and click Restore.
The restore wizard opens with all objects pre-selected in Step 1 (Basic Configuration).
Initiate a Record-Level Restore
Navigate to Backup → Backup Set → Backups tab.
Click a snapshot timestamp, select the Objects tab, and choose specific records.
Click Restore. The wizard opens directly at Step 3 (Preview) with pre-filtered records.
Unified 3-Step Restore Wizard
Step 1: Basic Configuration: Specify target org, notification email, and general settings.
Step 2: Restore Settings (Optional): Advanced settings featuring a vertical navigation menu for Record Selection, Child Record Levels, Field Transformations, Data Masking, Validation Rules, and Batch Size. Auto-saves upon modification.
Step 3: Preview: Review job parameters and submit.
Archival Interface Updates
Archival Home Page: Separated into two distinct tabs:
Archival Sets Tab: Full directory of archival configurations.
Storage Summary Tab: Houses the Salesforce Storage Summary chart and Total Storage Savings (90-day trend line).
Archival Set Details: Updated to 3 dedicated tabs (Summary, Archival Content, and Tasks). The Archival Content tab no longer automatically loads record data on open, reducing load times for high-volume orgs.
