- Backs up Salesforce data including history tables
- Reads list of objects to be backed up from CSV file and extracts data for each one
This Thirdware bot helps Salesforce administrators to automate time-consuming data backup tasks. Salesforce administrators are responsible for tasks ranging from helping users develop reports and reset passwords to maintaining data quality, adding fields, and running backups, among many others.
Just because Salesforce is in the cloud doesn’t mean that it’s not a core IT asset. You don’t own the hardware or the software, but the data stored in Salesforce is typically much more valuable than the cost of Salesforce.com (SFDC) licenses. Further, the productivity increases from sales, marketing and support dwarf the inherent value of your CRM data—that’s why it was worth investing so much in Salesforce in the first place.
Happy and productive users depend upon the system infrastructure and data quality, and that means the system administrators need to be organized properly.
To help Salesforce administrators in their daily work activities, Thirdware is producing a series of bots that would take care of various Ad-hoc, Weekly, Monthly, Quarterly and Yearly data backup tasks. This is the first bot of many more coming through the pipeline.
One of the key tasks that Salesforce administrators are responsible for is to run and store a weekly snapshot (data export) of system data and attachments, including all history tables. These snapshots are stored for at least 90 days (or preferably, for years). Salesforce has APIs, like the Data Loader API, which facilitates data backup; although even with the use of APIs, the data backup tasks are mundane, time consuming and repetitive.
- Bot Security Program
- Business Process
- Customer Service & SupportInformation TechnologySales
- Automation Type
- Last Updated
- December 7, 2020
- First Published
- October 27, 2019
- Enterprise Version
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Menu.csv - The list needs to be provided as “Object Label (Object API name)” format. Eg. Account (Account), etc.
- Credential Vault variables: Locker Name: Salesforce, Credential Names: userid, password, sectoken
- DataLoaderConfig.csv - Config file which provide details of Path, Batchfile Path, URL, Environment