Getting Started With Recover for Salesforce

    As you get started with OwnBackup Recover for Salesforce, we’ve compiled this list of articles, walkthroughs, and videos that are most impactful and important for new users going through the  sign up and onboarding process:

    1. Getting Ready for Recover OnboardingThis article explains a few preliminary steps that need to be executed before the Recover onboarding session.
    2. Sign Up: Instructions on how to sign up to an OwnBackup account. The timezone in the sign up screen determines the timezone for your scheduled backups at OwnBackup.
    3. Adding Salesforce Services: A video walkthrough of setting up Salesforce backups for Data and Metadata services. For step by step instructions, click here. Please note setting up Data and Metadata services is the same process.
    4. Account and User Settings: A video walkthrough of the account and user settings in the Recover app. For more information on each setting,click the relevant tab: Users, Business Units, IP Restrictions, Security, Key Management, Endpoints, Auditing, Overview.
    5. Services Menu Options: On the Dashboardscreen you can see summary information relating to the service. Other options include: Backup History, Export The Backup, Smart Alerts, My Notifications, GDPR Subject Requests, Permissions Report, Scheduled Exports, Re-authenticate Service, Back Up Now.
    6. Essential Service Options: A video walkthrough of the Options menu. In the options menu, you can make specific configurations to optimize the backup and tailor it to your business. For more information on Analyze Profile Permissions, click here.
    7. Edit ProfileYou can edit your time zone, change your password and set two-factor authentication.
    8. Help and Support: From the Help & Support drop-down in the services screen, you can select to be transferred to the customer portal, create a support ticket and request a callback form our support team, and click System Statusto select to receive updates on OwnBackup’s servers for outages. We recommend signing up for this feature, as you will be notified if there are any issues with the server you have signed up with. When setting up this feature, please only select the server that you are using.
    9. User Guide: The online guide covers how to do everything in the application, and the key activities required to set up and begin successfully using Recover.

    Additional Key Information

    1. User RolesAn overview of user roles, what each role can do, and role-based access control. There is also a deep dive into role-based access control, as well as a comprehensive FAQ. 
    2. IP Address RestrictionsStep-by-step instructions for setting up IP Address restrictions in the OwnBackup web application.
    3. IP Address WhitelistAn overview of the IP addresses that must be added to the list of acceptable IP Ranges in Salesforce. 
    4. Managing OwnBackup API LimitsThis article dives into how to set limits for API consumption, what setting API limits does, and how to utilize this feature. 
    5. Updating FLS via WorkBenchA video walkthrough of updating missing FLS via assigning a permission set and deploying it in Workbench. 
    6. How to Enable SAML Single Sign-OnThis article explains how to set up Single Sign On (SSO) - how to set up at the IdP, how to set up at the OwnBackup UI, and a video walkthrough of the process. 
    7. Common WarningsThis article contains a comprehensive list of common warnings and errors you might encounter, the reasons behind the errors, and solutions to resolve the errors. 
    8. Using the OwnBackup API: How to utilize the API access OwnBackup provides to manipulate and export some of your OwnBackup jobs and data.
    9. FAQsThis article contains a list of the most frequently asked questions relating to OwnBackup for Salesforce.
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