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Data Management Resource File

Data Management Resource File

Reusable content for data import, export, and Salesforce Backup Help content.

Required Editions

Tables

Available in: Lightning Experience
Available in: Professional, Enterprise, Performance, and Unlimited Editions with the Backup & Recover Data and Backup & Recover Files add-on licenses.
Available in: Lightning Experience
Available in: Professional, Enterprise, Performance, and Unlimited Editions with the Salesforce Backup & Recover add-on license.
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with the purchase of Salesforce Shield or Field Audit Trail licenses.
User Permissions Needed
To install managed packages: Download AppExchange Packages
User Permissions Needed
To back up objects: Read on each object
To edit object permissions:

Manage Profiles and Permission Sets

AND

Customize Application

User Permissions Needed
To restore records on all objects: Read, Create, and Edit on each object
To restore only existing records on objects: Edit on each object
To restore only deleted records on object: Create on each object
To restore files:

Manage Users

AND

View Setup and Configuration

Notes for Own Links

Note
Note This content relates to Salesforce Backup. Read about Backup & Recover in Own from Salesforce.
Note
Note This content relates to Legacy Salesforce Archive. Read about the Archive managed package in Own from Salesforce.
Note
Note This content relates to Field Audit Trail. Read about implementing field audit trail using Shield Extension in Own from Salesforce.
 
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