How to Start a Free Backup & Archive Trial

Overview

Flosum provides a free, fully functional 14-day trial of Backup & Archive, allowing you to evaluate its suitability for your organization's needs. To start the trial, register a Flosum Cloud App tenant, activate the Backup & Archive trial, and connect your Salesforce orgs. This guide walks you through all the necessary steps to begin your trial.

You can activate a 14-day free trial of Backup & Archive to test the product's features and determine whether it suits your organization. You can upgrade to a paid license at any time by contacting your Flosum Success Manager or submitting a case using the following link.

• Flosum Success Portal - Open Case

1

Register New Tenant

Follow the instructions in the article below to register a new tenant. Once your new tenant is registered, complete the remaining steps on this page.

Register a Flosum Cloud Apps Tenant

2

Start Trial

1. Click Home on the left sidebar menu of Global Settings.
2. Click Start Free Trial for the Backup & Archive app.

   
3. This will start your 14-day free trial of Backup & Archive.

3

Connect Org

To start using Backup & Archive with your Salesforce orgs, you must connect your orgs to Backup & Archive by completing the instructions in the following articles.

1. Overview of Salesforce Org Requirements

2. Creating an Organization

3. Assigning an App to an Organization

4

Get Started With Backup & Archive

1. After adding a Salesforce org and assigning the Backup & Archive app, you can start using it.
2. Click the App Switcher icon at the top of the left sidebar menu.
3. Click Backup & Archive.

   
4. The Backup & Archive app will open in a new tab.

   

5

(Optional) Assign Users

When you register a new tenant, a user account with System Administrator permissions is created for you. To add additional users to your Flosum Cloud App tenant, refer to the following articles for instructions.

• Overview of Roles, Groups, and Users

• Creating a Role

• Creating a Group

• Creating a User