Getting started with SaaS Backup for Salesforce Edit on GitHub Request doc changes

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To get started with SaaS Backup for Salesforce, you must obtain an activation code and then sign up. You can obtain an activation code by signing up for the free trial.

Getting an activation code for a free trial of SaaS Backup for Salesforce

Steps
  1. Click here to go to the SaaS Backup for Salesforce free-trial URL.

  2. Enter the requested registration information and click Submit.
    After you submit the form, you will receive an email containing your free-trial activation code. You will need the activation code when you sign up for SaaS Backup with Salesforce.

Signing up for SaaS Backup

You can sign up for SaaS Backup with Salesforce or with your NetApp SSO account.

To complete sign-up process, you must have the activation code supplied when you purchased your SaaS Backup license or the activation code supplied when you signed up for a free-trial version.

Signing up for SaaS Backup with Salesforce

Steps
  1. Enter the SaaS Backup URL into your web browser:
    https://saasbackup.netapp.com

  2. Click Sign up at the bottom of the page.

  3. Select your region.

  4. Read and accept the Terms of Service.

  5. Click Salesforce.
    sign up for salesforce button

  6. Enter your username and password for your Salesforce account with system administrator privileges and click LOG IN.

  7. Click Allow to grant SaaS backup access to your Salesforce organization.
    allow access

  8. Complete the registration form and click Sign Up.

  9. Click Salesforce.

  10. If you have a trial license, click Preview, enter your activation code and click Next.

    If you have a paid subscription, click Licensed. Enter your user name, password, and the serial number of your license and click Validate Subscriptions

  11. Select your backup storage option.

    You can to Bring Your Own Storage (BYOS) or you can use SaaS Backup provided storage. SaaS Backup only supports Amazon S3.

  12. If you select SaaS Backup provided storage, select your region.

    If you selected a BYOS option, enter the requested information and click Test Connection.

  13. Click Next.

  14. Click Save.

Signing up for SaaS Backup with NetApp SSO

Steps
  1. Enter the SaaS Backup URL into your web browser:
    https://saasbackup.netapp.com

  2. Accept the End-User-License Agreement.

  3. Click Sign up at the bottom of the page.

  4. Click NetApp SSO.
    sign up with netapp sso

  5. Enter your NetApp SSO and password, and then click LOG IN.

  6. Click Allow to grant SaaS backup access to your Salesforce organization.
    allow access

  7. Complete the registration form and click Sign Up.

  8. Click Salesforce.

  9. If you have a trial license, click Preview, enter your activation code and click Next.

    If you have a paid subscription, click Licensed. Enter your user name, password, and the serial number of your license and click Validate Subscriptions

  10. Select your backup storage option.

    You can to Bring Your Own Storage (BYOS) or you can use SaaS Backup provided storage. SaaS Backup only supports Amazon S3.

  11. If you select SaaS Backup provided storage, select your region.

    If you selected a BYOS option, enter the requested information and click Test Connection.

  12. Click Next.

  13. Click Save.