Gearset

Valerio Chang

Mateusz Kochanowicz

Quinn Kuiper

Backing up or archiving crucial business data for your orgs

Data backup and Archiving

Backup your metadata and data records with Gearset

Creating your first data backup job

How new data backup jobs back up record data and files

A data backup job's first run

Which data center is your application hosted on? Where is my instance hosted?

Where is your backup data stored?

Guidance on what binary data (e.g. files or attachments) can be backed up via our Backup tool

What binary data (files or attachments) are supported in Gearset's Backup solution?

Getting started with data backup

Searching for records in data backup

Does Gearset data backup do full or incremental runs?

What data is backed up in each run?

Data backup - downloading data

How to remove records from your backups as part of your compliance or legal requirements

Deleting a record from a data backup job

Look for a specific record ID in Gearset's data backup runs.

How can I view particular record ID in the data backup runs?

Where to find who deleted a specific record in a Backup job.

How do I see who deleted a record?

Has a colleague moved from the team or changed roles? Change the owner of any existing data backup jobs

Transferring data backup job ownership

Learn how to delete a backup job, a data backup master key, or individual records within a data backup.

How to delete a Data Backup job

How to delete your data stored on Gearset's servers

How to delete the data from your backup runs

This article includes information on what each Backup permission enables, and how these can be used to manage user control.

How to set backup job permissions

We're commonly asked "Which Permissions should be added to the authenticated user for backup & restore"? Here, we address that question!

Gearset backup & restore - User permissions

Gearset provides a "Recommended filter" for Backup & Restore - here we discuss what objects are recommended and which aren't.

Gearset backup & restore - job filters

Read about a new setting in a Backup job, which allows users to back up the vast majority of business-critical standard and custom objects

Changes introduced with "New recommended objects" backup job setting

Find out what Gearset PK chunking does and whether it would beneficial to switch it on for your team.

What is Gearset PK chunking and should I use it?

Laurence Boyce

Managing a data backup job

This article describes the different methods of restoring data using Gearset's Data backup tool.

Data restoration using Gearset

Accounts from the Nonprofit success pack (npsp, npe01, npe03, npe4, npe5 objects)

Restoration of "Household Accounts" from a backup job

How can you restore a Salesforce record to its original state after merging it?

Restoring a record that has been merged in Salesforce

Restoring unwanted changes in specified fields in an object, while leaving the good changes in place

Restoring changed fields from a data backup job

Restoring records and their associated deleted child records

Restoring deleted records with dependent objects

Use Gearset's data backup jobs to easily restore a single lost or corrupted record to your Salesforce orgs

Restoring deleted records without dependencies.

Gearset can restore deleted files (ContentDocument) and attachments from a data backup job

Restoring files and attachments from a backup job

Use Gearset's data backup jobs to easily restore configuration settings in your orgs

Restoring metadata from a data backup job

Use Gearset's data backup jobs to easily restore or replicate a large amount of lost or corrupted data to your Salesforce orgs

Restoring or replicating multiple records and their full data structure from a backup job

Claudia McPhail

Alex Walter

Restoration

Data backup and why it's not possible to backup a calculated field.

Can I back up a formula field?

How data backup jobs back up Custom Metadata Types, and how best to monitor changes

Backup support for Custom Metadata Types ("__mdt" objects)

How Gearset backs up __kav records, KnowledgeArticleVersion, kav

Backup support for knowledge articles

How to enable this feature for your team's backup jobs, and how this can fix metadata object-related issues with your backup job.

"Manual metadata filtering" - optional setting on your Backup job

Backing up specific metadata

Getting started with the Data Dashboard

Aga Peryie

Dashboard for easier data visualisation of your Backup jobs

Data Dashboard

Find out the key differences between BYOK feature (for Enterprise licenses only), and Self-Service Encryption Key (for Starter licenses)

Gearset BYOK via AWS KMS for backup

Guidance on how to set up BYOK (Bring Your Own Key) for Gearset's Backup job using AWS KMS (Key Management Service)

Setting up BYOK for Gearset backup using AWS KMS

BYOK (Bring Your Own Key) vs Self-Service Encryption Key for Backup and Archiving

Rumyana Cherneva

BYOK

Understanding how Gearset's data problem analyzers help make your data backup restores more reliable

An introduction to Gearset's data problem analyzers

Ben Thompson

Restore problem analyzers

A quick intro into archiving your data with Gearset.

Data Archiving with Gearset

What data we capture when Archiving

We're commonly asked "Which permissions should be added to the authenticated user for Archiving"? Here, we address that question!

Gearset archiving solution - user permissions

Guidance on setting up your Salesforce org permission in preparation to use Gearset's Archiving feature

Archiving preparation: how to set up your org permissions

Steps on how to create a new archive and policy.

Create a new Archive and Policy

This article includes information on what each permission enables, and how these can be used to manage user control.

How to set archiving permissions

Detailed context on how to edit an existing archive.

How to edit an Archive

Detailed steps outlining how to edit an existing policy.

How to edit a Policy

Detailed context on archive retention rules

How to configure retention rules for your archived data

Jack Parkinson

Terrance Harris

Archiving

Learn how to access the Archive Viewer in your Salesforce organization

Deploying the Archive Viewer & Connector

Learn how to connect the Archive Viewer to your Gearset Archive.

Connecting the Archive Viewer API token

Steps to set up permissions to allow user to view archived records using the Archive Viewer

Assigning permissions for the Archive Viewer

Notes on troubleshooting common issues found when using the Archive Viewer.

Troubleshooting the Archive Viewer

Callum Whitfield

Guides on accessing archived records outside Gearset

Archive Viewer

Find answers and get help from Intercom Support and Community Experts

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