Configuring Vault

Overview The administrator must first set up the vault environment before working on backup/restore or other Vault features. This helps you to create a backup of the data/metadata in the storage environment and restore it if necessary. Vault suppor...

View the license details to see information such as the status, Salesforce org limits, and other events for each license that is uploaded to the system. Log in to your Vault account. Go to Settings > License  tab. Enter the License key...

Configuring Single Sign-On (SSO) SSO is an authentication process that allows users to access multiple applications after only signing in once. Vault supports SSO integration for any identity provider that adheres to the OASIS SAML 2.0 protocol. ...

Overview When you register your Salesforce Organization, Vault is connected to your Salesforce org with required permissions that enable you to back up your data and metadata information. Prerequisite You will need a Salesforce account. To sign u...

The administrator ( or the users with administrator roles ) can view the ongoing backup scheduled for the Salesforce Org linked within the organization. Procedure Log in to your Vault account. Go to the Settings > Scheduling Options  tab. Se...

Overview You can configure alerts to notify you or your team members of events that require attention based on criteria configured in an alert. They are email-based alert notifications that are sent out for records that have been added, modified, o...

Which version of TLS does Vault run? Vault runs on TLS 1.2 , therefore when Salesforce disables TLS 1.0, it has no effect on Vault.

What are validation rules? Salesforce has a bunch of rules that can be defined on objects and fields. For example, you can define validation rules, workflow rules, process builder, flows, assignment rules, escalation rules, auto-response rules, tr...