Salesforce Backup Process

Step 1: Launch Kernel Salesforce Backup and Restore tool and go to Add Project.

Run Kernel Salesforce backup software

Step 2: Provide a Project Name and click OK to create a new project.

create a new Project

Step 3: Double-click on the Salesforce option.

Double-click on the Salesforce option

Step 4: In the Job Name option, enter preferred job name and create a Salesforce backup job.

Enter preferred job name and create a Salesforce backup job

Step 5: In the Salesforce Connection Details wizard, enter Salesforce details, such as Domain URL, Client ID, and Client Secret. Click Next to initiate the backup process.

Note: If you don’t know how to locate Client ID and Client Secret in your Salesforce organization, follow the help guide mentioned on the Connection screen of the Salesforce Backup interface.
Enter Salesforce details, such as Domain URL, Client ID, and Client Secret.

Step 6: The software will start mapping the Salesforce account with the software and show “Please wait while connecting” message.

software popup

Step 7: In the following wizard, click Yes to save credentials in the software.

save credentials

Step 8: The software will open Destination wizard; click on Browse option.

software will open Destination wizard

Step 9: In the Browse For Folder wizard, select drive and click Make New Folder to create a new folder in that specific drive. After that, click on OK to save the backed-up data.

click Make New Folder

Step 10: Once the destination folder is selected, click Next to begin the backup process.

Once the destination folder is selected, click Next to begin the backup process.

Step 11: In the Select schedule wizard, select from:.

  • Execute Immediate: to start the backup process instantly.
  • Schedule: To set a time when the software will automatically start taking backups of Salesforce.
In the Select schedule wizard, select option

Step 12: Click on the Project Name and select Job Name to view backup status in the software console.

view backup status in the software

Step 13: When the backup is completed, the software will show Ready status. Click on Backup Report to generate backup reports.

Click on Backup Report to generate backup reports.

Step 14: To save project name and job name summary report, click Save Report to CSV. However, if you want to see an in-depth report, click on View Details.

click on View Details.

Step 15: To download a detailed backup report, click on Save report to CSV option.

click on Save report to CSV option.

Step 16: In the Save As wizard, select desired location and click Save to download a detailed backup CSV report.

In the Save As wizard, select desired location and click Save.

Step 17: The software will pop up CSV file saved successfully message; click OK.

The software will pop up CSV file saved successfully message; click OK.

Step 18: Finally, click on Close to end the backup process.

click on Close to end the backup process.

Salesforce Restore Process

Step 1: To restore data from Salesforce backup, run Kernel Salesforce Backup and Restore tool and go to Restore tab.

Restore data from Salesforce

Step 2: Click on Salesforce cloud storage to proceed.

Click on salesforce

Step 3: From the “Selection of backup drive path for restore process” screen, select backup path from the given options and click Next.

Selection of backup drive path for restore process

Step 4: In the Select your preferred Backup for restore wizard, select backup source and click Next.

Select your preferred backup for restoration

Step 5: Select Typeof data you want to restore from:

  • Data
  • Metadata

After that, click Next to initiate restore process.

Select Type of data want to restore

Step 6: The software pops up a new screen where you can select the objects you want to restore and click the Next button.

Select Object to be restored
Note: Use Filter by option on the top right side to sort the objects as Creatable or Not Creatable. You can also use the search box to find the specific Objects you want to restore to your Salesforce organization.

Step 7: Now proceed to define the restore mode you want to go ahead with:

  • Update existing record and create remaining record
  • Skip existing record and create remaining record
  • Create duplicate if existing and create remaining record

After selecting restore mode, click Next.

Select Restore Mode

Step 8: In the Salesforce Connection Details wizard, enter Salesforce credentials such as Domain URL, Client ID, and Client Secret. Click Next to initiate restore process.

Enter the Salesforce Connection Details
Note: If you don’t know how to get the credentials to connect to the Salesforce account, follow the help guide mentioned below the connection details window

Step 9: The software will start mapping the account with the software and show “Please wait while connecting” message.

The software will start mapping the account

Step 10: The software will start recovering and show Restoring status in the toolbar.

The software will start recovering process

Step 11: Once the restore process is completed, you can easily view Restore logs in notes and download restoring summary in CSV format by clicking on Save to csv.

Once the restore process is completed, you can easily view Restore logs

Step 12: Select specific location in your local drive and click Save to download CSV file.

Select specific location to save csv file

Step 13: Click on Finish to finalize the restore process.

Check Restore logs and Save to CSV file
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