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Salesforce App FAQs

This topic lists the following Salesforce App-specific frequently asked questions.

Configuration FAQs

Which Salesforce platforms and cloud editions are supported?

For more information about the list of supported Salesforce platforms and cloud editions, see our Support Matrix.

Which application components does a Project include?

Projects help you to maintain the collection of all of the Restore & Seeding templates and users associated with one project in one place. You can create projects as per a specific use case or business requirement. For example, you can create a project containing sandbox seeding data templates for copying data between organizations.

For more information, see Projects.

Which application capabilities can I configure via Restore and Seeding?

Restore and Seeding enable you to selectively configure the data set for Data Copy (Sandbox Seeding) or Data Restore and apply any data transformations, validations, exclusions, and masking. Hence, Restore and Seeding templates help you to trace back the kind of restored data at a later date.

For more information, see Restore and Seeding Templates.

Can I select a different storage region (multi-geo support) to back up my Salesforce data?

The option to change regions is available with the Salesforce Elite Backup License and Sandbox Seeding License only.

For more information, see Licensing Information.

Can I change my storage region after creating a project?

No, you can’t change the storage region after creating a project. For further assistance, contact Support.

Druva Salesforce App FAQs

1. What if a user does not want to enable SSO and prefers using email/password login?

Existing users can continue using their current email and password credentials.

SSO enablement is optional for existing users and does not override old login credentials unless explicitly activated.

2. What happens to newly onboarded users?

Newly invited users are SSO-enabled by default.

Upon app launch, they are automatically authenticated using their Salesforce session (auto-login).

They will not see the traditional login screen.

3. Can an SSO-enabled user switch back to email/password login?

Yes, but this requires intervention via Druva Support.

Steps to switch from SSO to legacy login:

  1. Contact Druva Support and request SSO disablement for the user.

  2. Delete the user entry from CustomSettings Account in the Salesforce org.

  3. Update the backend to mark SSO as disabled.

  4. The user can then use the "Forgot Password" flow to set a new password.

  5. Users can now log in with email and password going forward.

4. What happens if I try to send another invite to the same user with updated info (previous invite has been sent)?

If the original (incorrect) invite still exists in the system, You cannot send a new invite with the same email.

The system will block it, assuming the user is already invited.

You must first get the bad invite entry deleted via support intervention.

5. What happens if I try to invite a user who has already logged in to the Druva App?

If the user has already accepted an earlier invite and logged in, the Druva App will not allow the new invite to go through.

This is by design to prevent duplication and confusion in onboarding.

Next Steps:

  1. Verify the user is already onboarded (check user list).

  2. No need to resend invite, user can access the app directly.

  3. If access issues persist despite prior onboarding, contact support for investigation.

6. How does the Druva app get updated in Salesforce?

The Druva app is automatically upgraded to the latest version by Druva once it becomes available, ensuring you always have the most current features and security enhancements without any manual intervention.

7. Will Salesforce backups be affected if I receive a “storage getting full” or “storage fully utilized” alert in Druva?

No, Salesforce backups will not be impacted by storage alerts in Druva. For the Salesforce workload, there is no storage capping applied to backup data. As long as your Salesforce licenses are active and within the licensed limits, backups will continue without interruption.

License FAQs

My license displays Failed Auth for my organization. How can I rectify this?

To address this issue, you can re-authenticate an organization.

For more information, see Re-authenticate Organization Association.

Which Salesforce users does the Salesforce App consider as part of the license?

As part of the licensing association, the Salesforce App considers active users with Standard Salesforce user type. This user type also includes Salesforce Platform and Salesforce Platform One user licenses.

For more information, see Licensing Information.

I am not able to associate a different Salesforce production organization with the same license. How can I mitigate this issue?

You can associate a license to a different production organization only after completing 14 days of association with the current production organization.

For more information, see Authenticate Production Organization.

Will the license authentication under the License section get revoked upon resetting the user's password (Druva Salesforce admin)?

No, resetting a user's password does not revoke license authentication. The app remains connected because OAuth 2.0 authorization is granted to the application, not directly tied to the password of the individual user who authorized it.

Can I use a dedicated Salesforce Integration license account to authenticate the Druva Salesforce App?

No. The Druva Salesforce App requires an active user license associated with either the Standard Salesforce or Salesforce Platform user types to properly authenticate and run operations. Accounts assigned a restricted Salesforce Integration license cannot log in or authenticate the application.

Why does Druva recommend a full Salesforce System Administrator account over an Integration license?

Using a full Salesforce System Administrator account ensures seamless backup and restore operations. Restricting the app to an Integration license introduces several significant technical limitations:

  • No UI Access: Integration licenses cannot log in to the Salesforce user interface. This completely blocks you from performing necessary manual configurations, managing projects, or executing ad-hoc data fixes directly within the Druva Salesforce App.

  • Restricted Permission Scope: These licenses often lack access to the Setup menu, advanced administration options, or metadata deployments, which can prevent integration features from functioning properly.

  • Complex Troubleshooting: If backup or restore failures occur, debugging becomes significantly harder because support and administrators cannot interactively inspect object-level settings or replicate the issue via the UI.

  • Feature & Object Walls: Full access is required for certain custom objects, restricted features, or managed package functionalities. An integration-only account will trigger permission blocks when attempting to access these.

What is the recommended best practice if our organization wants to avoid using a personal administrator account for backups?

If your company policy dictates that a personal user account should not be used, you should set up a dedicated Salesforce Service Account. Assign this account a Standard Salesforce user type with full System Administrator permissions. This approach fulfills both your internal security tracking requirements and the technical capabilities required by the Druva application.

Backup FAQs

How can I configure High-Frequency backups?

You can configure High-Frequency backups using the High-Frequency backup scheduling option from the backup definition settings. This configuration performs a backup of your data more than once a day. For more information, see Backup Definition Settings.

High-frequency backups are available with the Salesforce Elite Backup License.

How can I include objects and fields that are excluded from the backup definition by default?

The Salesforce App excludes system objects from the backup by default. For a detailed list of the objects excluded from backup, see Understanding Backup Exclusions.

You can include excluded objects to your backups from the backup definition settings. For more information, see Backup Definition Settings.

Can I create multiple backup definitions for a single Salesforce organization?

Yes, you can create multiple backup definitions, which support full or partial backups for your Salesforce organization.

How can I configure a partial backup of my Salesforce data?

Partial backups enable you to back up the data set selectively. You can configure partial backups through the exclusion of certain objects and associated fields. You can also select the metadata for backup.

For more information, see Exclude Objects, Exclude Fields, and Metadata Backup.

Is Data Lock/immutability available for Salesforce backups?

No, Data Lock/immutability is not currently available for Salesforce backups.

Restore FAQs

How can I restore selective data?

You can restore specific records or metadata from a snapshot with or without comparing snapshots.

How can I restore child records to maintain object relationships?

When restoring records, you can specify the level of child records you want to restore. This restores the specified level of child records for this record.

For more information, see Compare and Restore Records.

What data is included when I download a backup from the Druva Console (cloud.druva.com)?

When you initiate a download from the Druva Console, the system retrieves everything needed to fully reconstruct your data. Instead of providing just a single point-in-time snapshot, the downloaded ZIP file includes your selected snapshot along with all additional snapshots up to the most recent full backup. This guarantees complete data restoration, reflecting the exact state of your data up to that last full backup.

How do downloads from the Druva Salesforce App differ from the Druva Console?

Unlike the Console, downloads initiated from the Druva Salesforce App are specific only to the snapshot you select. The resulting ZIP file contains that exact point-in-time snapshot for your chosen objects, rather than a roll-up of multiple snapshots.

Sandbox Seeding FAQs

Does the Salesforce App ensure the deduplication of data during Sandbox Seeding?

The Salesforce App ensures the deduplication of data through the usage of external IDs. The application determines if the record already exists on the destination org using external IDs. This prevents duplicate inserts by performing an update operation in place of an insert operation.

For more information, see External ID.

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