Simplify data backup process with Kernel Salesforce Backup

Kernel Salesforce Backup
This video tutorial provides a detailed understanding of the step-by-step process of backing up salesforce data and how to import data to Salesforce organization from old backups. There is no change in the data hierarchy and the tool ensures there’s no data loss while you perform the processes. With the simple interface of Kernel Salesforce, it’s very easy to take backups of your Salesforce account.

Let’s see how this tool works:

00:00 Introduction

00:51 Add project
1. Launch the tool and go to Add Project to create a new project, and then click on the project name, and from the right pane of the window, click Add Job.
2. Select Salesforce module, then name the job, and click on Next to create a new job.
3. Enter the asked login details and press Next to allow the tool to connect with the Salesforce organization.
3. Tap on the Browse button to define a destination path where you want to save the Salesforce backup on your system. You can also create a new folder to save the backup with the hierarchy separately.

1:47 Start backup process
1. Run the backup job immediately or schedule it for later, according to your requirements.
Click Next and the backup job you just created will begin extracting the data to your system’s local storage or network drive.
2. You can check the progress of the running job by clicking on the Project Name.
3. Click Refresh to see the most recent update in the progress. You can also check out the Backup report by clicking on the Backup Report button.
4. Once the process is complete, click on the Backup Report.
5. You can click View details to see the thorough information on the instance. Check out the Backup logs or save the report to CSV file if needed.

As we have now completed the backup process, let’s move ahead to learn how to restore Salesforce data from previous or existing backup.

3:05 Start the restore process
1. In the Kernel Cloud backup tool, click on the Restore tab on the left pane of the window and then select Salesforce from the right pane.
2. Specify if you want to use previous backups or existing backups from your system’s local or network storage.
3. Select Restore backup drive path selection according to backup projects and jobs or the backup drive path to restore.
4. Use the Browse button to provide the destination path to the existing backups and then click Next to proceed.
5. Select the preferred backup you want to proceed with to restore your Salesforce organization, and then pick if you want to import Data or Metadata. Press the Next button.
6. Use the search box to look for the specific objects you want to restore or use the Filter option to segregate data as Creatable or Not Creatable. After that, tap the Next button.
7. Define the restore mode by selecting one of the given options:
a. Update existing record and create remaining record
b. Skip existing record and create remaining record
c. Create duplicate if existing and create remaining record
8. In the end, provide the required details to connect the tool with the destination Salesforce account and click on Next.
9. Once the process is completed, you will see the completion summary. Check Restore logs or save the complete restore report to your system as a CSV file.

By following this video, you can easily backup or restore data to your Salesforce organization within minutes.

Read the article linked below if you want to export data from Salesforce quickly:

Get the full version here:

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