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            Exclude Objects from Backups

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            Exclude Objects from Backups

            Set up exclusion rules to customize and optimize your backup strategy. These rules define which Salesforce objects to exclude from backups, minimizing backup time and ensuring that backups only include essential data. Also use these rules to exclude data from your backup to conform with data security policies.

            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
            User Permissions Needed
            To exclude objects from a backup: Manage Backup Exclusions
            1. In Salesforce Backup & Recover Next, click the Settings tab.
            2. From the navigation bar on the left, click Backup Exclusions.
            3. Click Add Rule.
            4. From the Type dropdown, select Object.
            5. Search for the object in the Name field.
            6. Select a reason for the exclusion.
            7. Click Add.

            The selected object is added to the Backup Exclusion list.

             
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