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Bluefactory backup : Backup Salesforce data in Microsoft Azure

Setup Microsoft Azure Blob Storage​

1- Setup Microsoft Azure Blob Storage​

An Azure storage account contains all of your Azure Storage data objects: blobs, files, queues, tables, and disks.

The storage account provides a unique namespace for your Azure Storage data that is accessible from anywhere in the world over HTTP or HTTPS.

1.1 Create a storage account​

  1. Connect to your Azure account and click on the “Home” menu

  1. Click on “Storage accounts”:

  1. Create a new storage by clicking the button “Add”

Then fill the form to create a new storage:

  1. Click on “Next: Networking”

  2. Keep the “Networking” as it and click “Next“

  3. On the page “Data protection”, we recommend you to check “Turn on soft delete for blobs” and set “30 days”.

  1. Click “Review and create” and finally click “Create”

1.2 Create a container​

Blobs in Azure Storage are organized into containers. Before you can upload a blob, you must first create a container.

  1. Once the storage account is created, You can now click configure it by clicking the button “Go to resource”

  1. Click “Containers” to create a new container that will contains your backup files, Name it for example: “salesforce-backup”

Choose a container name:

A container name must be a valid DNS name, as it forms part of the unique URI used to address the container or its blobs.

1.3 (Optional) Set up lifecycle management​

Azure Blob Storage lifecycle management offers a rich, rule-based policy for blob storage accounts. Use the policy to transition your data to the appropriate access tiers or expire at the end of the data's life cycle.

  1. Go to your account storage, click on “Lifecycle Management” in the left side menu and then click “Add a rule”

  1. Give a name to your new rule and select “Block blobs” as blob type, then click Next button

Here is an example of lifecycle rule:

In this example, the backup files will be moved to “Archive Storage” after 1 year, and deleted after 2 years.

2- Setup a cloud Storage in bluefactory.io​

Congratulations, you just created a storage account , a container and you have configured a retention rule in Microsoft Azure.

2.1 Get your Access Key​

You can now save your "Storage account name" and your "Access key" by going to the Access keys menu from your storage account:

Copy the Access Key and Storage account name because we will need these later to create a Cloud Storage in bluefactory.io

2.2 Create a cloud storage in bluefactory​

Here are the steps to follow to create a "Cloud Storage" in bluefactory:

  1. Click on “Settings” menu and then click on “Cloud Storages” menu at the left side of the screen.

  1. Click the button “Add Cloud Storage”

  1. Fill out the form by filling in following information:
  • Name : Provide a name to your new cloud storage
  • Storage type : Select Microsoft Azure Blob
    - Bucket: Copy the name of the container - previously created in Microsoft Azure (salesforce-backup in this example)
  • Past the Account Storage Name and the Access Key previously copied from Microsoft Azure.

  1. Cliquer ”Save” button

2.3 Backup your Salesforce data in Azure blob​

Now, when creating a backup, your new Cloud Storage will be available in the Data location list.

Congratulations! Now you can create a backup and your data will be stored directly in your Azure cloud storage.