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Set Up and Maintain Your Salesforce Organization
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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