Backup Your Calendar Settings

How Can I Backup My Calendar Settings?

You can backup and restore settings using DayBack's Configuration Snapshots feature. If you'd like to experiment with new configurations without risking your current setup, we recommend using DayBack's Draft Mode, or a Salesforce Sandbox.

Using Draft Mode

Draft mode allows you to experiment with customizations that apply only to your current session, providing a flexible way to test configuration settings and custom actions without impacting your production code. You can save drafts, restore them later, and apply them to production when you're ready. For more information, please read about draft mode here.

Using a Salesforce Sandbox

1. Create a Salesforce Sandbox: Make a Salesforce sandbox with DayBack installed.
2. Copy Settings: We can copy your live calendar settings to the sandbox, providing a separate environment that acts like a backup.
3. Experiment Safely: Use the sandbox to test new configurations without affecting your main org. You can log into the sandbox for reference or to try out new settings.
4. Restore to Production: If you are satisfied with the changes, we can restore the settings from the sandbox to your production environment. Please contact us with both Org IDs to request this.

Duplicating Custom Actions

Alternatively, if you want to experiment with a specific custom action but do not wish to use Draft Mode (not recommended), you can follow the instructions below:

1. Copy the Text: Copy the text of the custom action you wish to modify.
2. Create a New Custom Action: Paste the text into a new custom action.
3. Disable the New Action: Uncheck "app" in the "enabled for" section of the new custom action to turn it off. This allows you to keep the original custom action active while you experiment with the new one.

Using these methods, you can safely explore new configurations and customizations in DayBack without compromising your current setup.