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Salesforce Backup

This Bot helps Salesforce admin to Run and store the periodic/ad-hoc snapshot (data export) of the system data and attachments, including all history tables.

Top Benefits

  • Improves Salesforce administrators productivity
  • Fast, efficient back up of Salesforce data
  • Releases Salesforce administrator of mundane task of data backup

Tasks

  • Backup of Salesforce data including history tables
  • Reads list of objects to be backed up from csv file and extracts data for each one

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 you hold in Salesforce is typically much more valuable than your Salesforce.com (SFDC) fees. 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 SFDC in the first place. Happy, productive users depend upon the system infrastructure and data quality, and that means the system admins can’t be haphazard. To help Salesforce Administrator, Thirdware has decided to come up with a series of BOTs that would take care of various Ad-hoc, Weekly, Monthly, Quarterly and Yearly tasks. The Salesforce Backup BOT is first in series of BOTs that Thirdware is coming up with.
One of the key task of Salesforce administrator is to Run and store the weekly snapshot (data export) of the system data and attachments, including all history tables. Keep the snapshots for at least 90 days (and preferably, for years).
The Salesforce has an API – Data Loader to take back up but even with the use of API, the task is mundane, time consuming and repetitive.
The Salesforce Backup BOT helps Salesforce admin to take care of back up task of Salesforce Administrator.

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$500 USD
Per Annual Subscription for 1-5 Bot Runners

Request quote for more purchase options

Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Vendor
Automation Type
Bot
Last Updated
November 14, 2019
First Published
October 27, 2019
Enterprise Version
11.3.3
Community Version
Not Supported
ReadMe
ReadMe
Support

See the Bot in Action

Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

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