Getting Started With Recover for Salesforce

    As you get started with OwnBackup Recover for Salesforce we’ve compiled this list of articles, walkthroughs, and videos that are most impactful and important for new users to review: 

    1. User Guide- You should have received this as part of your onboarding, but if you have not reviewed it is a good place to start. The two guides within this article will cover the key activities required to set up and begin successfully using Recover.
    2. User Roles- An overview of user roles, what each role can do, and role-based access control. There is also a deep dive into role-based access control, as well as a comprehensive FAQ. 
    3. IP Address Restrictions- Step by step instructions for setting up IP Address restrictions in the OwnBackup web application
    4. IP Address Whitelist- An overview of the IP addresses that need to be added to the list of acceptable IP Ranges in Salesforce. 
    5. Managing OwnBackup API Limits- This article dives into how to set limits for API consumption, what setting API limits does, and how to utilize this feature. 
    6. Updating FLS via WorkBench- A video walkthrough of updating missing FLS via assigning a permission set and deploying it in Workbench. 
    7. How to Enable SAML Single Sign-On- This article explains how to set up SSO - how to set up at the IdP, how to set up at the OwnBackup UI, and a video walkthrough of the process. 
    8. Adding a New User Under Single Sign-On- How to create a new user once you’ve enabled Single Sign-On. 
    9. Common Warnings-This article contains a comprehensive list of common warnings and errors you might encounter, the reasons behind the errors, and solutions to resolve the errors. 
    10. Using the OwnBackup API-How to utilize the API access OwnBackup provides to manipulate and export some of your OwnBackup jobs and data.  
    « Previous ArticleNext Article »

    Contact Us

    Our Customer Support team is available by phone for urgent Production issues

    Standard Plan: Monday – Friday: 9:00 AM – 6:00 PM Local Business Hours

    Premier Plan: 24/7