How do I monitor my Salesforce Backups?

Application:
To monitor the status of your daily backups from Spanning, simply log into your Spanning Backup for Salesforce account, and review the main dashboard.



1. In the upper-left corner of the screen, the overall status of the selected backup is displayed.  If your backup shows '100% protected', then all of your Salesforce data was backed up successfully.  If any number less than 100% is displayed, you can click on the 'Backup Details' button to learn more about any errors that may have occurred with your backup.

2. In the upper-right corner of the screen, the backup details for the default 4 object types are displayed. For each object type, the number of records that have been updated, newly created, and deleted are displayed.  By default these 4 object types are Accounts, Contacts, Leads, and Opportunities, but they can be customized by following these instructions.

3. Directly below is the Backup History ribbon, which displays the backup history for the past 14 days colored dots.  Green means 100% successful and Grey means there were errors.  You can select any of these dots, which represents a particular day's backup to learn more about that day's backups.

4. In the bottom-left corner of the screen, the API call usage is displayed.  You can also edit the number of API calls Spanning uses each day by clicking the 'Change API Limit' button.  You can learn more about how to optimize your Spanning Backup API usage here.

5. In the bottom-right corner of the screen, all of the recent activity for your account is displayed.
Information about backups, restores, and exports are displayed here.  You can click the 'All Activity' button to see all of the account's activity since its creation.

All of this information is also available via Chatter posts to your Salesforce account, status notification emails, and the Salesforce1 mobile application.

Chatter Posts:
To enable Spanning to post to your chatter feed, please follow these steps:
1. Log into your Spanning Backup for Salesforce account
2. Click the Settings tab
3. In the Notifications section, click the Edit Settings button
4. Check the 'Post Spanning Events to Chatter' option
5. Click OK



Status Notification Emails:
To enable status notification emails, please follow these steps:
1. Log into your Spanning Backup for Salesforce account
2. Click the Dashboard drop down menu in the upper-right corner of the screen and select Account Settings
3. In the bottom-left corner of the page, in the 'Notification' section, click the 'Edit' button
4. Add the email address of the admin user in the domain that you would like to receive notification emails
5. Select the frequency of email notifications to Daily or Weekly
5. Click OK




If you have any additional questions, please reach out to support@spanning.com.

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