Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            AI Agent for Data Backup Management

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce IT Service

            AI Agent for Data Backup Management

            Data Backup Assistance is a conversational specialized AI agent that helps employees manage data protection and recovery operations. Use this agent to initiate backups as needed, configure virtual machine backup schedules, run synchronization tasks, and resolve data integrity issues. This agent ensures data availability and supports business continuity.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

            Service Catalog Items

            This specialized agent automatically uses these SCI templates to fulfill your request. You can configure additional service catalog item templates to support similar applications and request types.

            • Request VM Backup Provisioning
            • Request Data Backup
            • Request Data Backup Synchronization

            Agent Actions

            These actions run automatically during your conversation with the specialized agent.

            • Answer Questions with Knowledge
            • Get Eligible Service Catalog Items
            • Execute Service Catalog Item Flow
            • Get Product Launch Card
            • Create Incident For Employee
            Example
            Example

            Configuring automated backups for a virtual machine

            Scenario: Michael wants to set up daily automated backups for his team's database server VM.

            • Michael: I need to configure daily backups for our database server VM-DB-PROD-01. Can you set that up?
            • AI Agent: I can configure those automated backups. To confirm before I proceed, what time should the backup run, and how many days of retention do you need?
            • Michael: Run it at 2:00 AM daily, and keep 30 days of backups.
            • AI Agent: Automated daily backups have been configured for VM-DB-PROD-01 to run at 2:00 AM with 30-day retention. The first backup will run tonight, and you'll receive email notifications for each successful backup. You can view backup status in your VM management dashboard.
             
            Loading
            Salesforce Help | Article