On the Services page, you can see the status of your Salesforce backup services at a glance. Find text in a backup, or compare two backups to identify record changes.
Find the Services page on the Backup tab.
- From the Services page, users can:
- Create a New Service: Click New Service to set up a new backup service.
- Search: Use the search bar to find a specific service.
- Filter services by status:
- All: Shows all backup services.
- Success: Shows the services with successfully completed backups. .
- Warning: Shows services with warnings in the data backup, the file backup, or both.
- Error: Shows services with errors in the data backup, the file backup, or both.
- Running: Shows services currently running.
- Archived: Shows archived services.
- Sort the order in which the service cards appear, according to:
- Name: The name of the service.
- Status: Success, Warning, Error, Running, or Archived.
- Provider: Salesforce, Microsoft, ServiceNow, or Workday.
- Org Type: Production or Sandbox.
- Business Unit: The specific group of users with access to production environments.
- First Backup: Time and date of the first backup in the service.
- Latest Backup: Time and date of the latest backup for this service.
- Favorites: Services that are marked with the Favorite star.
- Select to view the services in the default cards view or the list view. In the list
view, you can sort the services by:
- Provider: Salesforce, Microsoft, ServiceNow, or Workday.
- Status: Success, Warning, Error, Running, or Archived.
- Favorites: Services that are marked with the Favorite star.
- Name: The name you defined for this service.
- Org Type: Production or Sandbox.
- Type: Data or Metadata.
- Business Unit: The specific group of users with access to production environments.
- First Backup: The time and date of the first backup in the service.
- Latest Backup: The time and date of the latest backup for this service.
- Initiate a Compare job or a Find job by using the Jobs menu from a specific service (either in Cards view or List view). This method initiates a job within a particular service.
- Pin a service to the top of the Services page by marking it with a Favorite star.
- Statuses on Cards
- Files in progress - Data in progress
- Files completed
- Files in progress
- Files partially completed
- The daily API limit was reached before all the binary files were backed up. The binary files' backup continues on each consecutive day up to the daily API limit and until completion of the backup.
- You can decide how to use the daily API limit in the most efficient manner. For example, you can decide to prioritize API calls for a different file type.
- Some files failed
- Files pending
- Files aborted
- Date aborted
- Error