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Set Up and Maintain Your Salesforce Organization
Back Up and Recover Data with Salesforce Backup & Recover Next

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Back Up and Recover Data with Salesforce Backup & Recover Next

Use Salesforce Backup & Recover Next to protect your Salesforce data from loss or corruption, recover from data incidents quickly, and simplify your overall data management strategy. Protect your organization from permanent data loss and corruption by automatically generating backups. Manage what data to back up, identify changes easily, and use precise data restoration tools to recover data affected by integration issues, system errors, or user error in just a few clicks.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Performance, and Unlimited Editions with the Backup & Recover Data and Backup & Recover Files add-on licenses

After you enable Salesforce Backup & Recover Next, a full backup of your existing data is created and stored. This backup is ready to serve as the base of a restore if there’s an unwanted or unexpected change to your data.

After the initial backup completes, a daily incremental backup runs. This incremental backup records any changes made to your data, including records added, records changed, and records deleted. These changes are compared against the last backup to create a new up-to-date backup, without overwriting or affecting the previous backup. These incremental backups are faster than running a full backup every day and more likely to result in a successful backup that you can use to recover from data loss.

On Sundays, a full backup runs to ensure accuracy. This backup also acts as the base for the backups that follow throughout the week.

  • Assign the Salesforce Backup & Recover Next Permissions
    Use Backup & Recover Next permissions so that users can run backups, configure specific settings, and run Backup & Recover Next activities. Assign them to profiles or permission sets to give your users the specific permissions that they need in Backup & Recover Next.
  • Configure Salesforce Backup & Recover Next Settings
    After installing the Salesforce Backup & Recover Next app and assigning permissions, configure various settings for your backups.
  • Enable Backups in Salesforce
    After configuring your backup settings, enable backups for your org and run your first backup.
  • View Backup Data
    The Backup tab provides a full overview of all your backups. View backup information at a high level, or select a backup and see the included objects and details.
  • Compare Your Backups
    Identify record changes between two Salesforce backups by comparing them. Quickly spot additions, modifications, and deletions to ensure data accuracy and integrity.
  • Restore Your Data
    Recover from data corruption or loss event by restoring backed-up records and their deleted child records in Salesforce Backup & Recover Next.
  • Audit Backup & Recover Next Events
    You can download the audit log for a detailed record of all events in Backup & Recover Next, including who initiated the event and when. Events are stored for up to a year.
  • Salesforce Backup & Recover Next Considerations
    Before using Salesforce Backup & Recover Next, review these considerations.
 
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