Before you dive into your Data Backup tool, we’ve created a series of short videos to help you hit the ground running with Gearset. These videos are designed to make your Data Backup and Restore journey smoother and more efficient. Let’s get started!
Getting Started with Gearset
This video walks through the initial setup of Gearset, from making sure you have the correct licenses assigned to connecting your Salesforce orgs and third party services.
Creating a Backup job
This video will show you how to set up a Backup job in Gearset.
For a step-by-step guide on setting up your first data backup job to protect and restore Salesforce data, click here.
Restoring a record from your Backup
This video will show you how to restore a deleted record back into your Salesforce org.
One common reason for Backup's failing is after a sandbox refresh. This may mean you need to reauthorise your org. This article can help you navigate this.
Working with files in Salesforce can sometimes be a little tricky. There are a couple of different ways Salesforce can add files to a record. For more information please visit this article.
Why Is Disaster Recovery Important?
A single data loss event can cause major disruptions, lost revenue, customer trust issues, and compliance nightmares. That's why having a clear recovery strategy is critical. With Gearset Backup, you can minimize downtime and restore your Salesforce data and metadata efficiently.
You can learn more about disaster recovery planning considerations in this article. Please email us on success@gearset.com if you would like support putting together a plan.
🎬 You can learn more through our in depth video tutorials
📚 You can also learn these concepts through our free courses