Overview

The following diagram illustrates the backup workflow

Before you begin, ensure the following:

The project is configured. For more information, see Projects.
Source and destination organization are added in the Organization hub. For more information, see Configuring Organization Hub.
You have the required permissions. For more information, see Permissions.

💡 Tip

For the detailed procedure, see Data Backup.

Step 1: Create a Backup Set

You can configure the backup settings and trigger a backup using the Backup Set.

For more information, see Configure Backup Set.

You can configure the following settings in a backup Set.

Setting	Description
Backup Set Details	Name of the backup set. The project and source organization which you would like to backup. Configure your daily API usage as per the limit in your Salesforce environment.
Schedule and Retention	Scheduling Details: The App takes a daily backup of your Salesforce data. It will start with a full backup of all the data inside of your Salesforce org (standard, custom, and managed package objects along with attachments, content, knowledge articles, and chatter). It will perform incremental backups every day after the initial full backup. The incremental backups capture the daily records created, updated, and deleted. Backup Retention: You can choose a backup retention period ranging from 90 days to unlimited.
Backup Content	Objects: Select objects to exclude from the backup. Uncheck the objects to include for backup. Metadata: You can enable metadata backups, which perform a backup of all files for the selected metadata during each backup cycle. Select Auto-backup metadata of newly added Objects to enable backup for new objects by default. Fields: Search for any particular Field and select to exclude from Backup.
Data Exception Rules	Configure rules to detect significant changes to specified objects.
Excluded Fields	Fields you want to exclude from the backup.
Metadata	You can enable metadata backups, which perform a backup of all files for the selected metadata during each backup cycle.

Step 2: Run the backup job

Salesforce App takes a daily backup of your Salesforce data. It will start with a full backup of all the data inside of your Salesforce org (standard, custom, and managed package objects along with attachments, content, knowledge articles, and chatter). It will perform incremental backups every day after the initial full backup.

You can allow the backups to run as per the frequency you have set in the Backup Set.

You can run a backup on demand.

For more information, see Configure Backup Set.

Step 3: Monitor backups

You can check the progress of the data backup from the Task window.

For more information, see Managing Tasks.

As an inSync Cloud administrator, you can view the following information from the inSync Management Console.

Backup Set List
Backup Statistics
Backup and Download Status
Reporting information

For more information, see Monitoring Backup Activities and Monitoring Backup Summary.

Configure Subject Access Request

The Subject Access Request feature helps you to stay GDPR compliant with your backups. You can delete, edit, or export records from your backup files.

For more information, see Configuring Subject Access Request for GDPR Compliance.

The following options are available:

Option	Description
Forget - Right to Erasure	Use this option to delete records throughout your backup files.
Change - Rectification	Use this option to edit records throughout your backup files.
Export - Data Portability	Use this option to export records from your backup files in a structured format.

Subject Access Requests have a two-day delay period before the request is completed.

Where to go from here

Data Backup

Quickstart guide and workflow for backup

Overview​