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Overview of General Settings

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

Overview

Each of your Salesforce Connections has its own Settings page that can be configured independently. The Settings page is divided into three tabs: General, Notifications, and Integrations. This article focuses on the settings within the General tab. For instructions on the other tabs, refer to the following articles.

The General Settings tab lets you review your tenant’s connection details to your Salesforce org, manage backup and archive operations, and set API quotas.

General Settings

1

Access General Settings

Below are instructions for accessing the General Settings and a brief overview of each section.

  1. Click Settings from the sidebar menu.

  2. Click the Connection to change settings for.

  3. Click the General tab.

2

Connection Details

The Connection Details section lists details about the connection between your Flosum Backup & Archive tenant and your Salesforce org.

3

Manage Operations

Flosum automatically enables scheduled backups and archives by default, providing restore points in case of data loss. You can manage backup and archive scheduling separately using the Scheduled backups and Scheduled archives toggles. When either toggle is disabled, existing schedules of that type won't run, and you won't be able to create new ones. For more details about disabling schedules, see the following article:

  • If you make changes, click Save to apply them.

4

API Quota

Salesforce enforces daily API call usage limits to prevent individual customers from overusing its Point of Destination (PoD) resources. By default, Flosum sets the maximum REST API and Bulk API calls to 80% of the Salesforce limits. This approach ensures your backup and archive jobs operate within the allowable range while reserving capacity for other API operations. As a best practice, maintain these 80% thresholds to leave room for other API calls and avoid job suspension when daily API limits are reached. These percentages can be adjusted if necessary, though caution is advised.

  • If you make changes, click Save to apply them.

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