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: Click on the new Project you just created, and from the right pane of the tool, select Add Job to create a new job under that project.

Select Add Job to create a new job

Step 4: A new wizard will open; here, select Salesforce as the cloud storage, input a new job name, and then click Next.

Provide a job name

Step 5: Enter the Salesforce connection details as asked in the new window (Domain URL, Client ID, Client secret value). Click Next to proceed.

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 connection detail

Step 6: In the next window, click the Browse button to define a destination path for saving the Salesforce data backup on your system.

Browse destination

Step 7: Select the desired folder where you want to save the backup and click Next.

Check destination path

Step 8: After selecting the destination for saving the backup, click on Execute Immediate or select Schedule to specify when you want to run the backup process. Press the Next button. The tool allows you to schedule backup to occur:

  • Daily (Schedule to run every day, on alternate days, after every 2 days, etc.)
  • Weekly (Run every week or alternate week)
  • Monthly (Run every month or define months when you want to run backups)
  • Once daily
Schedule backup
Note: You can see the item count and error details (if any) on the screen.

Step 9: The process of backing up Salesforce data has now started. You can check the progress by clicking on the Project name under Backup Projects on the left pane. This will open the real-time progress of the running backup jobs.

Check Progress Status

Step 10: From the right pane of the window, you can

  • Add Job: Add a new job
  • Remove Job: Remove any selected job from the list
  • Start Job: Select any job to start again
  • Pause: Pause any backup job that is in a running state
  • Stop Job: Stop any of the running jobs
  • Refresh: Refresh the progress of the jobs
  • Backup report: Check the backup report of the jobs completed
Check the backup report and save to CSV

You can save the backup report to a CSV file if required and keep it to get better insights into the backup jobs you executed.

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 Cloud Storage

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

  • Restore backup drive path selection according to backup projects and jobs
  • Select the backup drive path to restore
Select Restore backup drive path selection option
Note: If you click on “Select the backup drive path to restore”, select Browse to provide the path of existing backup from your local or network storage. Click Next to continue.
Select the backup drive path to restore option

Step 4: Now, select your preferred backup for restoration from the list and click Next.

Select your preferred backup for restoration

Step 5: Select the Type of data you want to restore from the following and then Next.

  • Data
  • Metadata
Select Type of data want to restore

Step 6: This brings you to a new screen where you can select the objects that you want to restore. However, you cannot choose the objects that are “Not Creatable.” Once objects are selected, hit the Next button.

Select Object to be restored
Note: Use Filter 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
Select Restore Mode

Step 8: Click Next and provide the details of the Salesforce organization to which you want to restore data. Enter the Domain URL, Client ID, and Client Secret.

Enter the details of the Salesforce
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: This will begin the data restore process and as soon as the process is complete, you can see the restore Summary on the screen mentioning all the details.

Restoring Salesforce backup

Step 10: You can check the Restore logs and Save to CSV file for future reference. Once done, click Finish to exit.

Check Restore logs and Save to CSV file
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