Veritas Alta™ SaaS Protection Administrator's Guide
- Introduction to Veritas Alta™ SaaS Protection
- Manage users and roles
- API permissions
- Add connectors
- Overview of adding connectors
- Add Exchange Online connectors
- Configure the capture scope for Exchange connectors
- Configure the capture scope for Exchange connectors
- Add SharePoint Online connectors
- Configuring the capture scopes for SharePoint connectors
- Add Teams site collections connectors
- Add OneDrive connectors
- Add Teams chat connectors
- Add Audit Log connectors
- Add Google Drive connectors
- Add Gmail connectors
- About the Salesforce connector
- Add Entra ID (Azure AD) connectors
- Add Box connectors
- Add Email/Messages
- Apps Consent Grant Utility
- Add Retention policies
- Perform backups
- Manage backed-up data
- Perform restores using Administration portal
- Restore SharePoint/OneDrive/Teams Sites and data
- Restore Teams chat messages and Teams channel conversations
- Restore Box data
- Restore Google Drive data
- About the Salesforce Data, Metadata, and CRM Content restore
- Limitations of Salesforce Metadata backup and restore
- About Entra ID (Azure AD) objects and records restore
- Restore dashboard
- Discovery
- Add Tagging polices
- Add Tiering policy
- General administrative tasks
- Manage Stors (Storages)
- Managing Scopes
- Known Issues
About the Salesforce connector
The Salesforce connector is used to protect the Salesforce data and metadata. It supports backing up the different types of Salesforce data, including standard objects, custom objects, files, attachments, documents, and Salesforce CRM content. It supports backing up the Salesforce metadata, including layouts, profiles, object schema, permission sets, Apex classes, workflows, reports, dashboards, and so on. The connector also supports the backup of shared libraries.
Veritas Alta SaaS Protection supports the backup and restore of encrypted data in Salesforce using SecureShield or any other third-party encryption product.
By default, the connector backs up all objects except Feed, History, and Share objects.
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.
Salesforce clouds:
Sales
Service
Field Services
Salesforce Industries - Manufacturing (formerly known as Vlocity)
Salesforce editions:
Enterprise
Unlimited
Performance
Salesforce organizations:
Enterprise
Partner Enterprise
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. Veritas 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 Veritas 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.