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Searching in Flosum Backup & Archive

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Required User Credentials

[Flosum User] - Backup & Archive license with Backup & Archive permissions

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Overview

This article guides you through creating a Search in the Flosum Backup & Archive app. Use this feature to find specific records across Salesforce objects by applying filters. Once the search is complete, you can view the search results.

The search results can be purged, which removes the records from your backups and archives. The purpose of purging data is to help you comply with GDPR requirements. See the following articles for instructions on completing a purge.

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To purge data, you must have App Settings permissions. Therefore, to execute both a Search and a Purge, permissions for Backup & Archive and App Settings are required.

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The Flosum Backup & Archive app in Salesforce allows you to search your backups and archives directly from Salesforce. See the following article to learn how to do this.

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Create a Search Job

1

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Create a Search

  1. Click Search from the sidebar menu.

  2. Click the Organization Switcher from the breadcrumb path.

  3. Select the organization you wish to use.

  4. Click Create Search.

2

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Add Objects

  1. Click the Add object menu button to select the Salesforce Objects to include in the search.

  2. Search or browse for objects from the menu.

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When searching for an object, enter the Salesforce Object Label, not the Salesforce API Name. For example, enter Content Version, not ContentVersion.

  1. Check the objects you want to add.

  2. Click Add to add all of the selected objects.

3

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Add Child Objects (Optional)

  1. Click an object to open the Add child objects dialog.

  2. Click the + Add button next to each of the child objects to add.

  3. Once you have added all the objects, click Apply to save the changes.

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Apply Filters

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Filters are required for all objects in a search operation.

  1. Click Filter to add a filter to the object.

  2. Click Add Filter in the filter dialog to add a filter criteria.

  3. The screenshot below shows an example filter.

  4. Click Apply to save the filter.

5

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Finish Search Job

  1. Click Next.

  2. Review the selected objects and filters.

  3. Click Search to start the search.

  4. You can view the status of the search job in the History table on the Search page.

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Reviewing Search Results

Once your Search Request has completed, you can review its details and results. The data in a search request is organized as follows:

Search Request > Data > Object > Version > Record > Fields/Data

  1. The History table on the Search page shows all of the completed search jobs.

  2. Click a Search Request job to view the records that were found during the search.

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The Records column indicates the number of records found in response to your search request. The Ready for Purge tag will only appear if the search job completes with one or more matching records. If the search job does not find any records that match the search criteria, no data will be available for viewing or purging.

  1. The Overview tab displays details about the search job.

  2. Click the Data tab to view the data found by the search.

  3. Click an object to view the records for that object.

  4. Click a record to view the versions of that record.

  5. Click a version to view the fields and data for that version of the record.

  6. You can search or browse to view all of the data in the fields of this record.

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