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Cloud Backup for Salesforce

User Guide

About AvePoint Cloud Backup for Salesforce®

What’s New in this Release?

Get Started

Register for an AvePoint Online Services Account

Create an App Profile

Create and Run Archive Policies

Salesforce Full Restore Best Practices

Back Up a Salesforce Organization

Back Up Data

Configure Backup Settings

Monitor and Manage Your Backup

Back Up Audit Logs

Archive a Salesforce Organization

Compare Backup Data

Integrate with Tableau and Power BI

Create a Data Service

Connect to Tableau

Generate a Data Report in Tableau

Connect to Power BI

Generate a Data Report in Power BI

Perform a Restore

Restore Backup Data

Configure External ID

Restore an Organization

Restore Objects

Restore Records

Restore Metadata

Restore Archived Data

Perform Sandbox Seeding

Configure Settings

Configure a Custom Storage Location and Database

Configure Database for Data Service

Configure Data Retention Settings

Configure the Encryption Profile

Configure Data Anonymization Profiles

Configure Notifications

Manage Organizations

Configure API Usage Limit

Configure Bulk API Usage

Configure Archive Deletion Settings

Data Management

Data Cleanup

Enable Approval Process for Data Cleanup

Configure a Data Cleanup Profile

Perform a Data Cleanup

Reporting

View API Usage Report

Use Unusual Activities Analysis Report

View Subscription Notifications

AvePoint Cloud Backup for Salesforce® App User Guide

Appendices

Appendix A - Permissions

Appendix B - Supported and Unsupported Objects for Backup and Restore

Supported and Unsupported Salesforce Financial Services Cloud Objects

Supported B2B Commerce Objects in Backup and Restore

Appendix C - Supported and Unsupported Objects for Archive and Restore

Appendix D - Exported Profile Names for Built-in Salesforce Profiles

Appendix E - AvePoint Cloud Backup for Salesforce® Subscription Retention Information

Appendix F - Supported and Unsupported Fields in Data Anonymization and Cleanup

Appendix G - Supported and Unsupported File Types in Archive and Restore

Appendix H - Supported and Unsupported Metadata Types for Backup and Restore

Notices and Copyright Information

Troubleshooting

GlobalPicklistNotExist

InsufficientAccess

InsufficientAccessReferenceId

InvalidEmailAddress

InvalidNamespace

InvalidRecordType

LookupFilterRule

MetadataMissingParent

MoreThanOneSender

MissAuditFieldPermission

MissValueForPicklist

MultipleAccountsException

NotEnabledForFeed

RecordSizeTooLarge

ReferenceConvertedLeadException

RelationshipAlreadyExist

RequiredParentNotExist

StorageLimitExceeded

Third-PartyRulesOrValidation

TriggerException

UnableToLockRow

UnsupportCreate

UnsupportUpdate

ValidationException

Notices and Copyright Information

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