How to use Recoveryfix Salesforce Backup and Restore tool?

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Backup Salesforce data

Here is a step-by-step process to backup the entire data of Salesforce using this robust Recoveryfix Salesforce Backup and Restore software.

Step 1: Download and install the Recoveryfix Salesforce Backup software.

Step 2: Launch software and click on Add Project.

Launch Backup Salesforce data software and click on Add Project

Step 3: Enter Project Name and click OK.

Enter Project Name and click OK

Step 4: Double-click on Salesforce option.

Double-click on Salesforce option

Step 5: Now, enter Job Name in the respective field to assign a new job and click Next.

Enter Job Name in the respective field

Step 6: In the Salesforce Connection Details, enter Domain URL, Client ID, and Client Secret. Click Next to map Salesforce account with the software.

Enter Salesforce Connection Details

Step 7: The software will start mapping the Salesforce account and show “Please wait while connecting” message.

Software will start mapping the Salesforce account

Step 8: Once the source is mapped, the software will ask users to save credentials in the software by displaying “Do you want to save credentials” message. Click Yes or No accordingly.

Save credentials in the software

Step 9: The software will pop up Destination wizard; click on Browse to select a specific location.

Browse to select a specific location

Step 10: In the Browse For Folder window, select desired location or folder and click OK to save backed-up files in it. Also, you can click Make New Folder to create a new folder for storing backed-up files.

Browse For Folder

Step 11: Again, in the Destination window, click Next.

Select destination window

Step 12: The software will open Select schedule window and choose Execute Immediate to start backup process instantly. Schedule to set a time when software will automatically start backup process and click Next.

Select schedule window and choose Execute Immediate

Step 13: The software will start backup process. Select Job name to view live backup process.

Software will start backup process

Step 14: Once the backup process is completed, the software will show Ready status in the toolbar.

Backup process is completed

Step 15: Click on Backup Report to generate detailed backup reports.

Click on backup report

Step 16: The software will show Project and Job Summary. You can download this report in CSV file by clicking Save report to CSV or click View Details to generate detailed file backup report.

Generate detailed backup reports

Step 17: Once detailed backup report is generated, click on Save Report to CSV to download this report.

Save Report to CSV

Step 18: In the Save As wizard, select desired folder in your local or network drive of system and click Save.

Click save

Step 19: The software will pop up “CSV file saved successfully” message and click OK.

CSV file saved successfully

Step 20: Finally, click on Close to end the backup process.

Generate detailed backup reports
Restore Salesforce data

Follow these simple steps to restore the Salesforce backed-up database to the selective Salesforce account.

Step 1: Download and install the Recoveryfix Salesforce Backup and Restore software.

Step 2: On the software’s homepage, click on Restore.

click on Restore

Step 3: Double-click on Salesforce tile.

Double-click on Salesforce tile

Step 4: In the Selection of backup drive path for restore process screen, select backup path from software and click Next.

Selection of backup drive path for restore process

Note: Choose “Select the backup drive path to restore” option to select a backup drive from the system’s local or network drive.

Step 5: In the “Select your preferred Backup for restore” window, check the backup file and click Next.

Select your preferred Backup for restore

Step 6: The software will open Select Type window, where you can select Data or Metadata that you want to restore according to your need and click Next.

Select Data or Metadata

Step 7: In the software’s Select Restore Mode wizard, select options from:

  • Update existing record and create remaining record.
  • Skip existing record and create remaining record.
  • Create duplicate if exist and create remaining record.

After selecting preferred option, click Next to proceed restoration process.

Select Restore Mode

Step 8: In the following Salesforce Connection Details window, enter Domain URL, Client ID, and Client Secret. Click Next to map the Salesforce account with the software.

Salesforce Connection Details

Step 9: The software will start mapping Salesforce account and show “Please wait while connecting” message.

Start mapping Salesforce account

Step 10: The software will start Restoring objects to the Salesforce account and show live restore process in the toolbar.

Restoring objects to the Salesforce account

Step 11: Once restoration process is completed, click Restore logs to view logs report and click Save to CSV to download a detailed summary report in CSV format.

Detailed summary report in CSV format

Step 12: Select specific location to Save CSV file.

Select specific location to Save CSV file

Step 13: Once CSV file is saved, the software will pop up “Restore details have been successfully exported to CSV” message and click OK.

Restore details have been successfully exported to CSV

Step 14: Finally, click on Finish to end the restore process.

Finish to end the restore process

Step 15: In the following wizard, give your consent by clicking on Yes, to end restore process.

End restore process