Overview of Backup & Archive in Salesforce

Overview

The Flosum Backup & Archive app integrates smoothly with Salesforce, giving you direct access to your backup and archive data within the platform. This makes it easier to view, search, and restore your backed-up data. You can quickly find and compare different versions of records, ensuring accurate data restoration. Additionally, you can view related records for each backup version, showing you historical parent-child relationships. With this seamless integration, managing data restoration is efficient and convenient, all within Salesforce.

License Access

The Flosum Backup & Archive integration for Salesforce requires an Enterprise or higher license. For licensing inquiries, please get in touch with your Flosum Success Manager.

Time Machine

The Time Machine Component is a powerful feature that enhances record management by seamlessly integrating into your records' page. Its capabilities include:

• Comparison of Records: Effortlessly compare a record's current fields with previously backed-up versions to track changes over time.

• Change Detection: Quickly identify which fields have been altered, allowing for efficient monitoring and auditing.

• Version Restoration: Easily restore previous versions of selected record fields, ensuring data integrity and recovery when needed.

• Historical Insight: Access related records tied to a specific version to gain a deeper understanding of historical parent-child associations.

Backup History

The Backup History feature provides a comprehensive view of an object's backed-up and archived records. With this feature, you can:

• Search and Filter: Easily filter and search the list to pinpoint specific records.

• View Record Details: Access a record to examine the current field values.

• Time Machine: Use Time Machine to compare and restore earlier versions of a record, as well as view any related records.

Backup & Archive Search

The Search feature in the Backup & Archive Salesforce app allows users to perform detailed searches of their backed-up data, enabling them to access, view, and compare historical information directly within Salesforce. This is useful for tracking data changes, reviewing past records, or restoring specific fields.

Enabling Access to Flosum Backup & Archive in Salesforce

Before you can utilize the Flosum Backup & Archive Salesforce integration, you must configure the Flosum Backup & Archive app to enable direct access to backed-up and archived data in your Salesforce org. The following article will walk you through the necessary steps.

• Enable Access to Flosum Backup & Archive Data