> For the complete documentation index, see [llms.txt](https://learn.capstorm.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.capstorm.com/capstorm-container/reference/quick-start-backup.md).

# Quick Start Backup

The Quick Start Backup page allows fast and easy configuration of best-practice Salesforce replication.

Before configuring the Quick Start Backup, please be sure to address the following prerequisites:

1. Configure Salesforce Credentials in the *Salesforce Credentials* section.
2. Configure Database Credentials in the *Database Credentials* section of the navigation menu
   1. If a database is not readily available, you may create one in the *Database Management* section

## Quick Start Backup Configuration

![](https://495509274-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDAPx1zE2IARmzGMaHbAx%2Fuploads%2Fgit-blob-18e38b10043897fded5c4a610c9db6324f74d3b4%2F7bac99b6-Quick-Start-Page.png?alt=media)

## Step 1: Provide Configuration Parameters

| Parameter              | Required | Description                                                                                                                                                                                                                                                                                                                                                        |
| ---------------------- | -------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Salesforce Credentials | Yes      | Use these credentials to login to Salesforce. To register new credentials, or update existing credentials, select *Salesforce Credentials* in the navigation menu.                                                                                                                                                                                                 |
| Database               | Yes      | Select a CapStorm-managed database. To create a CapStorm-managed database, select *Database Management* in the navigation menu. If you would like to register a pre-existing database, select *Custom* and provide the database connection information.                                                                                                            |
| Backup Schedule        | Yes      | <ul><li><p>High Frequency:</p><ul><li>Backup data once an hour, backup files and metadata once a day.</li><li>Provides improved data fidelity, but uses more Salesforce API calls.</li></ul></li><li><p>Low Frequency:</p><ul><li>Backup data once a day, backup files and metadata weekly.</li><li>Minimizes Salesforce API call consumption.</li></ul></li></ul> |
| Retention Period       | Yes      | <ul><li><p><em>Days of Safety</em> – how long should record changes be kept?</p><ul><li>Retain deleted records in the primary CopyStorm data tables for this many days.</li><li>Retain Point-In-Time record change history for this many days.</li><li>Metadata change history is always retained for 10 years (3650 days).</li></ul></li></ul>                    |
| Notify on Error        | No       | If a CopyStorm job encounters an error, use the Salesforce user to send an email notification to these recipients. To send an email notification to multiple recipients, separate their emails with a semicolon “;” character.                                                                                                                                     |

## Step 2: Click *Save Changes*

After clicking *Save Changes*, the following will be created in the CapStorm Applications:

1. \*\*CopyStorm:\*\*Two CopyStorm Configuration Files will be created
   1. *Quick Start Data*
      * Copies most Salesforce Standard objects, excluding certain File objects such as ContentVersion & Attachment.
   2. *Quick Start Files and Metadata*
      * Copies File objects (ContentVersion, Attachment) & Salesforce Metadata
   3. For more information on CopyStorm Configuration Files, please refer to [the linked documentation](https://learn.capstorm.com/copystorm/readme/best-practices/copystorm-configuration-files).
2. **CopyStorm/Director:** A CopyStorm/Director Job called *Best Practice Disaster Recovery.* This job executes the previously mentioned configuration files on a recurring schedule.
   1. The rate of scheduling depends on your choice of *High Frequency* or *Low Frequency* from Step 1.
   2. The below image depicts the *Best Practice Disaster Recovery* CopyStorm/Director Job:

![](https://495509274-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDAPx1zE2IARmzGMaHbAx%2Fuploads%2Fgit-blob-3f6114ed200675d694b1ca1b67c5069e611aba60%2F4fffbe65-Screenshot-2024-01-12-at-3.09.17-PM.png?alt=media)

* * By Clicking on the “Best Practice Disaster Recovery” Job Name, you’ll see the following tasks configured within the job:

![](https://495509274-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDAPx1zE2IARmzGMaHbAx%2Fuploads%2Fgit-blob-2c4555f9b8360ac81a15dda9b933eb70fe5613f8%2F89f46e5a-Screenshot-2024-01-12-at-3.15.24-PM.png?alt=media)

For additional information on CopyStorm/Director jobs & scheduling, please refer to [the linked documentation](https://learn.capstorm.com/copystorm-director/readme/reference/copystorm-director-gui/job-editor).