How to configure a backup for Salesforce in Infrascale Cloud Application Backup

Introduction

In this article, we will provide the steps on how to create and configure a backup task in order to back up Salesforce in ICAB (Infrascale Cloud Application Backup).

ICAB can back up the following parts of the Salesforce environment:

1. Organization data.
   
2. Chatter feeds.
   
3. Metadata.
   

Prerequisites

1. Existing ICAB account.
   
2. Salesforce edition with API access.
3. Configured Salesforce admin account with corresponding credentials.
   

If you need assistance with the configuration of your Salesforce admin account, please refer to the following article:
How to configure a Salesforce admin account for use with Infrascale Cloud Application Backup

Instructions

1) Log in to the ICAB Management Console.

1. If you do not have any backup task added yet, select Salesforce.
   
2. If you already have some backup tasks set up and configured, click Add Backup Task on the upper right, and then select Salesforce.
   

2) Select the preferred backup type:

Production - Allows you to back up your Salesforce Production environment
Sandbox - Allows to back up your Salesforce Sandbox environment

3) Click Authenticate in Salesforce and complete the authorization process.

4) Set the backup preferences and data indexing.

You can find more information on how to configure this on documentation portal:
Configure backup settings for Salesforce in Cloud Application Backup :: Infrascale Documentation Portal

5) Click Save to apply changes and activate the backup task.

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