If you're a team owner on your Gearset team, navigate to Data management -> Data backup jobs page in Gearset.

You'll see an option to CREATE A BACKUP JOB.

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It is possible to use a team-shared Salesforce org connection for your Backup jobs.

You'll find more information in our documentation on team-shared shared Salesforce org connections.

If this isn't your very first backup job, you can add a new org to back up via the Create job button.

There are three options to choose from:

In the next step you go through:

When you select the org you want to create a backup for, Gearset will detect and notify you when all the required permissions are assigned to the org.

If we've notified you that "you have all the recommended permissions assigned to this organization", you're good to move to the next step.
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However, if your org is missing Query All Files and/or Modify All Data permission(s), we'll let you know about it by displaying relevant notifications.

Yes, you can still back up your Salesforce org without these permissions.

However, be aware that without having those permissions assigned to your profile, there may be objects in your organization that you are not able to include in a backup and/or restore.

You can also choose to enable automated backup for any new objects and managed packages.

Once done, click on Next, job permissions.

Once you're happy with your choices, click on Next, notifications.

Once you've set up your notifications, click on Create - this will create your backup job in Gearset!
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You can preview all your Backup jobs on our Data backup jobs page.

Once the backup job is set up, it will show "Pending first run" status.

By default, when the job hits the scheduled run time, it will begin the first backup snapshot.

Yes, you can. If you don't want to wait for your first back up job to run at the time you originally selected, you can click on Back up now. Gearset will then initiate the backup process.
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Gearset will need to establish a baseline for all the data in your org. This is a one time only operation that involves downloading and storing every record for each object included by your backup job's filter.
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Once this baseline has been established, Gearset can then make intelligent decisions, which means that subsequent runs of your job should be much quicker.
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When the job is running, you'll see the status change to blue. The time that the run takes will vary depending on your org record size. When the run is completed, it will change to green.

You can view the history and statistics of the job by clicking Job history > View details. Jobs can also be run on demand by clicking Back up now.
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If there are any issues running the job, you'll see more information about what went wrong.

Metadata filtering allows you to choose which objects in your org you want to backup or exclude from the job.

To manage it, make sure to click on Edit first, as otherwise you won't be able to amend any settings in this tab.

Once you've added new objects to an existing backup job, make sure to click on Save. Otherwise, the objects won't be added to your job's metadata filter.

On your Data backup jobs page, click on Edit job... > Edit settings, and navigate to Job permissions tab.

By default, for all new Backup jobs there won't be any permissions configured for your team members.

For more information on configuring access to members across your Gearset team, refer to our documentation on how to set backup job permissions.

Once you've added a Backup job, you can click on Edit job... > Edit settings...

The Smart alerts tab allows you to trigger notifications based on more advanced rules.

For example, if you want to get alerted when:

You can set up respective alerts and add them in this section.

Once you have successfully created your first backup job - which by default is a Standard job (full backup) - you'll now see an option to choose between:

To create a high frequency job, you can follow the same steps as for the standard job. You won't have to set a time for the backup to run, and the limit of 10 objects for the filter.

By default, each Gearset team can have up to 2 standard backup jobs. If you need more, please chat to us about your use case.

If you have a Backup Teams license, in addition to 2 standard jobs you can also create up to 2 high frequency jobs.

On Data backup jobs dashboard you have an overview of the data backup jobs that you have set up.

Only your Gearset account has the visibility of the jobs you set up. Each job represents a single org that is being backed up.

The Job history tab page will tell you the details of each run, along with a visual representation of the changes to your records over time.

Selecting Use snapshot will give you the below options both for data and metadata.

View changes lets you drill down into the changes across each object for this backup run.

There, you will have two options:

Depending on metadata differences, you may see your backup run being either:

In this tab you, will find all the runs for the metadata backup.

The options available here are very similar to the ones in a Monitoring job:

Switching to the Object analysis tab will show the record changes by object for the chosen timeframe.
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Timeframe can be selected on the top right corner - you have options for the last 7, 10 or 30 days, or you can select your custom range.

Selecting an object at the top (dropdown under Choose object:) will display how the records in that object have changed during each backup job run.

To view more details on a specific run, select the object you want to preview changes for and click the run time link at the bottom right of the page (as shown on below video).

If you delete a record from a data backup job, Audit history tab is where you will find the details of these deletions.

Optionally you can also export all audit history records in a CSV file.