Next Steps: What Should I Do Now?
Now that you can see which objects are not being backed up, the next step is to update the user’s permissions in Salesforce so that they can see all of the objects and fields. There are 2 ways to approach this:
- Use the results of this scan to sift through permissions in Salesforce. Depending on the size of the results, this could be a matter of hours or days worth of work.
- CapStorm offers a “Permission Set Creator” tool that can automatically create a Permission Set to allow a user to view all Salesforce objects and fields with just a few clicks!
Some Bad News
You can update all of the permissions to see every record in Salesforce but it’s likely that there are other key bits of Salesforce data that your SaaS provider is not able to backup. Here are some examples:
- Images stored in Rich Text Fields are almost never supported. Images are stored in a separate, undocumented system in Salesforce so most SaaS providers don’t bother attempting to back them up.
- Big Objects are rarely supported. Big Objects don’t work like regular Salesforce objects and most require their own strategy to backup.
- Knowledge Articles are not supported by many vendors because of the complexities that come with Knowledge Article Versioning.
Some Good News
You’re not out of luck! CapStorm offers all of the above and much more!