#Get Started

Follow these steps to get started with AvePoint Cloud Backup for Salesforce®.

1. Obtain a Subscription

   • To get a free trial of AvePoint Cloud Backup for Salesforce®, visit the for a 30-day trial subscription.

   • AvePoint Cloud Backup for Salesforce® now provides two license models:

     • By capacity – Counts licenses by the protected data size (including the data size and file size) in Salesforce environment. You can go to Salesforce Lightning > Setup > Data > Storage Usage for details.

     • By user seat – Counts licenses from Salesforce users with specific license types. For more details, refer to the Subscription Information section.

2. Access AvePoint Online Services

   Register for an AvePoint Online Services Account and then register for an AvePoint Cloud Backup for Salesforce® account in AvePoint Online Services.

3. Connect Your Organization

   To protect your Salesforce organization via AvePoint services, first connect the organization to AvePoint Online Services. For details, refer to .

   Note that ensure that the registered user of your Salesforce organization has the API Enabled administrative permission assigned in Salesforce Lightning by navigating to Setup > Users > Profiles. This API feature is enabled by default for Performance, Unlimited, Enterprise, and Developer Editions. Some Professional Edition organizations have the API enabled. If it is not enabled in your organization, you may need to contact Salesforce Support for assistance.

4. Configure the Service App Profile

   In AvePoint Online Services, create a Cloud Backup for Salesforce® app profile for the tenant. For details, refer to Create an App Profile.

   • Cloud Backup for Salesforce® provides subscriptions for Salesforce backup and Salesforce archive, refer to the following for different services:

#Salesforce Backup

1. Configure Backup Scope andFrequency

   Navigate to Cloud Backup for Salesforce® > Backup. Click the More commands button in the upper-right corner of the organization tile, and then click Configure backup settings from the drop-down list. For details, refer to Configure Backup Settings.

2. Monitor and Manage Backups

   • To configure additional backup settings such as organization management, user management, storage configuration, notifications, API usage, data retention, encryption, and anonymization, refer to Configure Settings.

   • Regularly monitor the backup status and ensure that backups are running as scheduled. For details, refer to Monitor and Manage Your Backup.

   • Use the reports to monitor your subscription, API usage, and activities in Cloud Backup for Salesforce®, and any unusual activities in your Salesforce environment. The following reports are provided:

   • To run Compare jobs to compare data between two different backups or between a backup and the current Salesforce environment, refer to Compare Backup Data.

   • To run a global full-text search to efficiently find what you need and take action based on the Discover results, refer to Discover Backup Data.

3. Perform the Restore

   • To restore and export backup data from the AvePoint Cloud Backup for Salesforce® interface, refer to Restore Backup Data.

   • To restore backup data from the AvePoint Cloud Backup for Salesforce® app in the Salesforce environment, refer to AvePoint Cloud Backup for Salesforce® App User Guide.

4. Perform Sandbox Seeding

   To create templates and run sandbox seeding jobs to seed the backup data to your sandbox organization, refer to Perform Sandbox Seeding.

#Salesforce Archive

1. Create Archive Policies

   • To quickly create a scheduled policy, manually triggered archive policy, or archive policy for records and related child records, refer to Create and Run Archive Policies.

   • For details on policy creation, refer to Create an Archiving Policy.

2. Monitor and Manage Archiving

   • To configure settings for archiving, such as user management, storage configuration, notifications, and API usage, refer to Configure Settings.

   • Regularly monitor the archiving status, and the storage usage for data archived by AvePoint and for current data in the Salesforce environment. For details, refer to Manage Archive Policies.

   • To generate an Inactive data analysis report for Archive, refer to Manage Inactive Data Analysis.

3. Perform the Restore

   To restore and export archived data from the AvePoint Cloud Backup for Salesforce® interface, refer to Restore Archived Data.