A Salesforce DevOps course by Gearset
Course introduction
The Gearset for Salesforce Backup course teaches Salesforce professionals how to manage, monitor, and restore Salesforce data using Gearset’s backup features. This hands-on course covers everything from setting up a standard data backup job to mastering advanced restore processes, all within the context of Salesforce DevOps best practices.
Through this course, you’ll gain the skills to ensure data integrity, automate data protection, and develop a disaster recovery plan that complements your backup strategy.
Who is the Gearset for Salesforce Backup course for?
Admins, Developers, Team Leaders
This course is for Salesforce professionals using Gearset who want to strengthen their Salesforce backup and recovery capabilities. Whether you’re responsible for compliance, performance, or release management, this course will teach you how to back up and restore Salesforce data effectively.
What you’ll achieve with the Gearset for Salesforce Backup course
- Understand how Gearset fits into Salesforce DevOps workflows
- Learn to configure and manage both standard and high-frequency backup jobs
- Explore the disaster recovery plan and backup job alignment
- Develop restore strategies for both metadata and data
- Monitor backup performance with smart alerts and audit trails
- Use backup insights for compliance, governance, and continuous delivery
What the Gearset for Salesforce Backup course includes
This course offers comprehensive coverage of Gearset’s data backup platform, including:
- Setting up your backup jobs – Learn how to configure standard and high-frequency jobs, filter objects, define retention policies, and assign permissions.
- Data storage and management – Understand where backup data is stored, how data management settings work, and how to protect sensitive data.
- Smart alerts and monitoring – Use smart alerts to monitor backup anomalies and reduce your recovery time objective (RTO).
- Backup job dashboard – Navigate job status indicators (green, blue, red, gray) and learn how to modify or delete jobs.
- Restore strategies – Explore restore flows including:
- Metadata restore from snapshots
- Restoring records with dependencies
- Restoring specific fields
- Restoring small volumes of records
- Advanced multi-object record restores
- Backup analysis tools – Use tabs like Job History, Metadata History, Object Analysis, Audit History, Data Download History, and Search to access, audit, and track your backup data.
- Compliance and data security – Implement secure, auditable processes for sensitive data and fulfill compliance requirements with proper user access, retention policies, and backup management.
Gearset for Salesforce Backup course content
Introduction to Gearset for Salesforce backup in DevOps
Learn why backup is a key pillar of Salesforce DevOps and how Gearset’s backup solution integrates into your overall release management and disaster recovery plan.
Creating and managing backup jobs
Step through the full setup of a data backup job. Learn the difference between standard and high-frequency backups, how to filter objects, and define notification preferences and retention policies.
Monitoring, alerting, and job management
Discover how to interpret job statuses, enable smart alerts for better performance tracking, and audit or delete data in line with regulations like GDPR.
Navigating backup insights
Use Gearset’s dashboards and history tabs to analyze changes across backup runs, identify anomalies, and track data downloads or deletions.
Restoring metadata and data
Master the use of Gearset’s restore flows to recover deleted or changed records, compare metadata, and roll back changes. Understand the importance of restoring metadata before data.
Disaster recovery planning
Learn how to align Gearset backups with your organization’s recovery point objective (RPO) and recovery time objective (RTO). Explore how backups contribute to performance, data protection, and business continuity.
Other DevOps Launchpad courses you might be interested in
- An Introduction to Salesforce Backup
- Salesforce DevOps Fundamentals Certificate
- Gearset Academy Certificate
FAQs
What is DevOps Launchpad?
DevOps Launchpad is a free training platform packed with courses and resources for anyone in the Salesforce ecosystem looking to upskill in Salesforce DevOps.
The certifications, courses, and quizzes on DevOps Launchpad are curated by experts in the field from Gearset, the leading DevOps platform for Salesforce. But the majority of content on DevOps Launchpad is all vendor-neutral, and useful for anyone learning more about Salesforce DevOps.
Who is DevOps Launchpad for?
Anyone involved in any aspect of the build, test and release cycle for Salesforce – it doesn’t matter if you’re brand new to the ecosystem or more experienced in Salesforce development.
Our courses are designed to upskill everyone in DevOps, regardless of role. Whether you’re an admin, a developer, an ISV partner or a technical architect, there’s something here for you.
How do I complete courses and get certificates?
DevOps Launchpad courses are broken down into modules. To finish a module, you usually complete a quiz to test your knowledge with multiple-choice questions. Once you finish all the modules in a course, you’ll earn a certificate which can be downloaded and saved to your resume, or shared on your social profiles.
How do I navigate the platform?
Click the Courses tab to see the courses and certification tracks that you’ve enrolled for. This page will be blank until you choose courses in the library. If you want to return to a course in progress or one that you’ve previously completed, head to this page.
The Results tab shows your progress through the courses you’ve completed, including any certifications and test results. It’s a great way to track your learning journey and see the skills you’re building.
The Library is where you can browse courses and enrol to continue building your skillset. Once you enrol for a course, it’ll be added to your courses page and you can start working through it.
How do I access my account?
You can access DevOps Launchpad in different ways:
- The DevOps Launchpad homepage
- Direct login
- For Gearset users: click the DevOps Launchpad icon in the Gearset app
Do I have to complete the Gearset for Salesforce Backup course all in one go?
No, you can take modules, courses, and certifications in your own time. Your progress will be saved, so you can come back whenever suits your schedule!
Do I get a certificate for the Gearset for Salesforce Backup course?
You will receive a certificate for each course that you complete. After you have completed all the courses and the final assessment, you will be awarded the official final certification.