- 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.
- Business Process
- Information Technology
- Passed third-party anti-virus scan conducted by Automation Anywhere.
- Automation Type
- Last Updated
- November 14, 2019
- First Published
- October 27, 2019
- Enterprise Version
- Community Version
- Not Supported
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