About Salesforce protection
Cohesity Alta SaaS Protection supports protecting the following data in the Salesforce organization using the Cohesity Alta SaaS Protection Salesforce connector. It supports the backup and restore of the following:
Data
File/attachments/Salesforce CRM
Metadata
Salesforce data includes objects, records, files, attachments, documents, and Salesforce CRM Content. Salesforce metadata includes layouts, profiles, object schemas, permission sets, Apex classes, workflows, reports, dashboards, and more.
By default, the connector backs up all objects except Feed, History, and Share objects. The connector supports the backup and restore of shared libraries. Cohesity Alta SaaS Protection supports the backup and restore of encrypted data in Salesforce using SecureShield or any other third-party encryption product.
The Salesforce connector supports various Salesforce clouds, editions, organizations, and environment types, ensuring seamless integration and functionality across multiple use cases. It also supports SecureShield and commonly used AppExchange Apps. Cohesity Alta SaaS Protection also supports backup and restore for Salesforce's Summer 2024 release.
Salesforce clouds:
Sales
Service
Field Services
Salesforce Industries - Manufacturing (formerly known as Vlocity)
Salesforce editions:
Enterprise
Unlimited
Performance
Salesforce organizations:
Enterprise
Partner Enterprise (Structured data and Metadata only)
Salesforce environment types:
Production
Sandbox
Support for commonly used AppExchange Apps
The Salesforce connector includes features such as incremental backups for most standard and all custom objects, and sandbox seeding for testing and development scenarios. With support for granular data backup and restore, point-in-time restores, and content browsing, the Salesforce connector ensures efficient and precise data recovery.
Additionally, it supports SecureShield, commonly used AppExchange apps, parallelism for faster backups, and provides robust data validation options and permission management.
After the first full backup, all subsequent backups are incremental for the majority of the standard and all the custom objects.
Note:
Metadata backup is always a full backup.
The creation of sandbox environments by seeding them with backed-up data allows for realistic testing and development scenarios. Cohesity Alta SaaS Protection supports restore of common use cases, such as:
Production to sandbox
Sandbox to sandbox
Parallelism during backup operations to minimize the time required to complete the job.
There is full support for additional features such as SecureShield and commonly used AppExchange apps within the Salesforce environment.
There is support for point-in-time restore letting you restore records and objects for the selected recovery points along with nested child and parent object records.
This ensures integrity between records after the restore.
The page enables you to view recovery points and the space occupied by the recovery points within the Stors of Cohesity Alta SaaS Protection.
There is supports for selectively restoring specific elements of Salesforce, such as individual records or objects. You can also use advanced filters to select the required data.
The following metadata validations are supported before deployment:
Validate and Restore (Deploy): Validate the selected metadata-compressed components for dependencies and perform the restore.
Validate Only: Validate only the selected metadata-compressed components for dependencies.
The support for content browsing and restore includes:
Point-in-time views for accessing historical data.
Ability to view backed-up objects, each having its own schema.
Ability to view and download metadata.
Ability to view and restore specific objects or records.
Ability to select records for the restore using filter criteria. You can preview child object data records before running the actual restore.
Wizard-based data and metadata restores.