Backup Salesforce Data using CloudAlly

CloudAlly is third party application which is used for data backup and recovery capabilities. Generally Salesforce, Microsoft and Google have data backup and recovery capabilities infrastructure. But sometimes there can be a disaster and you may lose the data which is very precious for any organization. You can lose data when someone hacks in to your system or someone accidently deletes records from the system or data may be corrupt. Hence CloudAlly helps you recovery your data.

Like in Salesforce you may have massive amount of data. If you delete any record it goes into the recycle bin which will be permanently deleted after 15 days. Sometimes Salesforce recycle bin hits the limit and hence data I deleted older data which is already in recycle bin is automatically deleted. What if custom object is deleted in Salesforce, you may lose all the important data. There many ways data gets deleted from the system. Hence you can use CloudAlly to create a backup copy of your salesforce on daily basis.

CloudAlly can be searched in AppExchange and click “Get It Now”

 To Install from CloudAlly website and select the checkbox and click “Install from provider’s site”.

Sign up if you don’t have account in CloudAlly. Enter the required information and select checkbox and Sign Up.

Click Allow.

CloudAlly page. You can backup for DynamoDB, Exchange Online Mail, Google Account, Google Apps, Office 365, Salesforce, SharePoint Online, Simple DB and Yahoo Mail.

There is Salesforce section in CloudAlly. There are two options New Production backup and Sandbox Backup. Click Production Backup to do the back up for Salesforce Production or Developer environment. If you want to backup sandbox salesforce instance click Sandbox Backup.

Email me a daily backup summary: If you want daily backup summary email select the checkbox. Currently the process is in Executing state. Once the process is Active means the backup is complete.

Now you have two options restore and delete. Click delete to remove the backup from CloudAlly.

Click Download to download the CSV file. Which can be used to import the lost data in the Salesforce.

Integrate and Use (Export, Import and Delete) Dataloader.io with Salesforce

Dataloader.io is a web based tool for Salesforce. It is 100% cloud application used to import, export and delete data from Salesforce. It is very simple, free and no app download is required for Salesforce. It can be used with all the Salesforce editions. In dataloader.io you can schedule the import and export task on hourly, daily, weekly or monthly basis. As compared to Salesforce Data Loader you don't require security token to login in Dataloader.io. 

Dataloader.io can be searched and downloaded through AppExchange and click “Get It Now”.

Select the check box and click “Install from provider’s site”. It will take you to provider’s website for installation.

Select the Environment: Production or Sandbox

Select “I have a custom Salesforce domain” is you have any.

Select checkbox “I agree to the term and services” and Login.

Click Allow

Dataloadr.io account successfully created using Salesforce.

Exporting Data From Salesforce 

New Task > Export.

1.       Connection and Object Section

Connection: Select the connection from the drop down menu. The login credentials will be the default connection. If you want to add another connection click the “+”.

Object: Select the object for data export. For Example: Select Account object for data export and Next

2.       Fields Section

Select the fields to be included in the export file. For example we have selected Account ID and Account Name.

Filter: Set the criteria as required and only that data will be exported which matches the criteria.

Order: How to order the data.

SOQL Query: You can also write custom queries to export the data.

Next

3.       Run Section

Review the details in the summary section.

Schedule Task: To schedule the export task on None, Hourly, Daily, Weekly or Monthly basis.

Use Bulk API: Choose between Batch API or Bulk API.

Send me the results via e-mail: Select the checkbox to send the results via email.

You can further use advanced settings.

Save and Run

Export complete. Click successes and save CSV file on desktop.

Exported Accounts Data.

Deleting Data in Salesforce

Task > Delete

1.       Connection and Object Section

Select the object for which you want to delete the data in Salesforce.

2.       File

Upload CSV file from My Computer, FTP, Secure FTP, Dropbox, Box or Database and Next. 

 3.       Select ID Field

Select the column from the CSV file that contains IDs of the objects to be deleted. For this task the ID columns matters the most.

4.       Run Section

Review the summary section.

API Mode: Select Use Bulk API or Use Batch API with 200 records per request.

Save and Run

Specific accounts records in the CSV file will be deleted from the Salesforce.

Importing Data into Salesforce

Task > Import

1.       Connection and Object

Connection: Select the connection from the drop down menu. The login credentials will be the default connection. If you want to add another connection click the “+”.

Operation: Select Insert, Upsert or Update.

Object: Select the object you want to insert, upsert and update the data into the Salesforce.

2.       File

Upload CSV file from My Computer, FTP, Secure FTP, Dropbox, Box or Database and Next.

3.       Mapping

Map your CSV columns to your Salesforce fields.

4.       Run Section

Review the summary section.

API Mode: Select Use Bulk API or Use Batch API with 200 records per request.

Save and Run

Specific accounts records in the CSV file will be deleted from the Salesforce.

Click Run to confirm to alter Salesforce Data.

Account Update successful.

Install and Configure Mail Chimp with Salesforce

What is MailChimp?

MailChimp is a third party application. It is used for email marketing campaigns. MailChimp can be installed from Salesforce AppExchange for all editions of the Salesforce. It allows to manage subscribers from Salesforce leads and contacts.

Go to AppExchange in force.com app menu and search mail chimp and click “Get It Now”. 

Select “Log in to the AppExchange” if you have salesforce login credentials other select “I don’t have a login”.

Now select “Install in production” to install mail chimp in production or developer org or “Install in sandbox” to install in sandbox org.

Review the information and select the check box and click “Confirm and Install”. Once you click “Confirm and Install” salesforce will ask you to enter login credentials.

Select “Install for Admins only” or “Install for All User” or “Install for Specific Profiles” as desired and Install.

Select check box “Yes, grant access to these third-party web sites” and continue. Once the installation is complete System Administrator will receive an email.

Mail Chimp successfully installed in the Salesforce.

Install Agile Accelerator in Salesforce

Agile Accelerator

Agile Accelerator was developed by the Salesforce to use internally for Project Management. It was developed to manage backlogs, user stories, sprints, defects and dependencies. It helps you to manage product development in agile way. It was released by salesforce on March 2015 for all the salesforce users. 

Install Agile Accelerator in Salesforce.

Go to AppExchange in Force.com App Menu and search Agile Accelerator by Salesforce in Appexchange and click “Get It Now”.

Agile Accelerator is a manage package provided by Salesforce. It consist of: Custom Tab (1), Custom Tab (22) and Custom Objects (88).

Select “Log in to the AppExchange” if you have salesforce login credentials.

Select “Install in production” to install in developer or production or “Install in sandbox” to install in sandbox.

Review the information and select the check-box and click “Confirm and Install”. Once you confirm and install then salesforce will ask to enter login credentials.

Select “Install for Admins Only” or “Install for All Users” or “Install for Specific Profiles”. As desired and Install. Once the application is installed administrator will receive an email of completion.

Agile Accelerator successfully installed in Salesforce.

Dupe Blocker Settings in Salesforce.

App Menu > Dupe Blocker > DupeBlocker Settings

Enable Objects:

By default you can use DupeBlocker for Account, Contact, Lead, Lead to Account and Lead to Contact. But if you want to use DupeBlocker for other Standard or Custom Objects you need to enable required objects.  Select the object (For Example: Campaign) and click enable.

I have enabled DupeBlocker for Campaign object. You can remove the dupe blocker by clicking disable.

Integrate EchoSign with Salesforce

What is EchoSign?

EchoSign is a third party application developed by Abode to email documents for signature. Sending documents in EchoSign is as easy as sending email. You can track you document process. You can use EchoSign to single document by multiple people. EchoSign is available for Professional, Enterprise, Unlimited and Developer Edition.  

Let’s now integrate EchoSign with Salesforce. Go to appexchange and search Adobe EchoSign. And click “Get It Now”.

Click “Log in to the AppExchange” if you have salesforce account or click “I don’t have a login” if you don’t salesforce account

Click “Install in production” to install in production or developer org. Click “Install in sandbox” to install EchoSign in Sandbox.

Review the information below and select “I have read and agree to the terms and conditions” and “Confirm and Install”.

Enter the salesforce login credentials.

Select as desired and click Install.

Install for Admin Only: EchoSign access to admin only.

Install for All Users: EchoSign access to all the users.

Install for Specific Profiles: Select specific profiles to give EchoSign access.

Select “Yes, grant access to these third-party web sites” and continue. Salesforce administrator will receive once the EchoSign has been installed on the Salesforce.

Configure EchoSign after installation. Go to app menu and click EchoSign. When you click on any tab following setup will be displayed. Here we need to Enable Trusted IP Range 1 and Enable Trusted IP Range 2. 

Click Enable Trusted IP Range 1: A new page automatically opens and save already entered Start and End IP Address.

Similarly Enable Trusted IP Range 2.

Once both Trusted IP Range are enabled, Next button is enabled for the next step.

Enter Salesforce credentials and Save.  If you don’t enter the salesforce logging credentials the Next button below is grayed out.  

Once you save the credentials you can now Next button enabled. Click Next

To connect EchoSign account to Salesforce we need to enter Account API Key. To get the API Key click the link “Get EchoSign API Key”

Click API Key to generate the key.

Copy the API Key.

Enter the EchoSign Account API Key and click Next.

EchoSign setup successfully complete.