SaaS Backup For Salesforce

Scheduling a backup or changing backup frequency

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If you add a Sandbox Instance in SaaS Backup for Salesforce, by default, all data in the Sandbox is unprotected until you manually move it to a protected backup tier. After data in your Sandbox or Production Instance is protected, you can choose at any time to move it to a different backup tier.

Steps

  1. From the left-pane navigation, click Services.

    services

  2. If you want to move an organization in your Production Instance, click Production Instances.

    production instances
    If you want to move an organization in your Sandbox Instance, click Sandbox Instances.

    sandbox instances

  3. Select the correct instance category for the organization you want to move.

    • Click the number above PROTECTED INSTANCES, if the organization you want to move is currently protected by a backup policy.

    • Click the number above PENDING INSTANCES, if the backup status of the organization you want to move is pending,

    • Click the number above UNPROTECTED INSTANCES, if the organization you want to move is currently unprotected by a backup policy.

  4. Select the new tier.
    Only tier 2 and tier 3 backups are available for Sandbox Instances. Sandbox Instances cannot be backed up under the tier 1 policy. Production Instances can either be in the tier 1 policy or unprotected. Production Instances cannot be backed up under the tier 2 or tier 3 policies.
    The organization is moved to the new backup tier.