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Manage Scheduled Exports for a Data Backup
Schedule an export of your backup data to your existing endpoints in the Schedule Exports menu. When the Scheduled Export runs, it will export your last successful backup (either full or for specific objects).
You can see the export in the Jobs tab under Scheduled backup export.
Only an Admin or a Master Admin can create, edit, or delete a scheduled export.
The process for creating and managing Scheduled Exports is the same for Salesforce, ServiceNow, and Microsoft Dynamics.
- Create and Manage Endpoints for Backup Export
In the Endpoints tab of the Account Settings page, you can view existing endpoints, as well as create a new endpoint to export your backup. - Export a Backup to an Amazon S3 Bucket
You can export backup data to an external Amazon S3 bucket. You can export a full backup or a backup of selected objects. - Export a Backup to an SQL Database
You can export manually backup data to an SQL database using a generated SQL script which inserts all data and relationships into the database. You can export a full backup or a backup of selected objects. - Export a Backup to a Microsoft Azure Blob
Export your Salesforce backup data to a Microsoft Azure blob, so that you can store data externally for additional backups or integrate with other services. Exporting to Azure blob storage can facilitate the use of archived data in external reports, which can help with data analysis and reporting storage. - Export a Backup to a Snowflake Data Warehouse
You can export a full backup or a backup of selected objects to a Snowflake Data Warehouse. - Salesforce Objects Excluded from Exports
Some objects are skipped when exporting to Endpoints in MySQL, Amazon S3, Azure Blob, or Snowflake Data Warehouse. - Considerations for Viewing Large CSV Files
When you view and manage large CSV files in Salesforce Backup & Recover, keep these points in mind.
Create a Scheduled Export
You can create up to two scheduled exports per service. When you reach the limit, the New Scheduled Export button is disabled (appears gray).
- From the Own Dashboard, select the service for which you want to create a new scheduled export. The Scheduled Exports page appears.
- Click New Scheduled Export. The New Scheduled Export window appears.
- In the Name field, enter a scheduling name.
- In the Export to drop-down list, select either S3 Bucket, SQL, Azure Blob or Snowflake.
- In the Select Endpoint drop-down list, select the destination endpoint. A Ready message appears.
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Define the Frequency, from either of the following options:
- Weekly: Select the day of the week, how often per weeks, and the hour.
- Daily: Select the hour.
The time zone is set according to your default profile settings. -
In Export Objects, choose whether to export All or Specific objects.
- If you chose Specific objects, select the objects from the list.
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If applicable, select whether to include attachments.
The option to include attachments is only visible when you select to export to your S3 Bucket, Azure Blob or Snowflake.
- Click Save, to complete defining the new scheduled export instance.
Edit or Delete an Existing Scheduled Export
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In the Scheduled Exports page, right-click on the scheduled export that you want to
edit.
A popup menu appears, with 2 options (Edit or Delete).
- If you choose Delete, a confirmation message appears, prompting you to confirm that you want to delete the scheduled export instance.
- If you choose Edit, the Edit Scheduled Export window appears. It is identical to the Create Scheduled Export window (see above).
- Follow the instructions in the Create Scheduled Export section, above.
- Click Save, to complete editing the selected scheduled export instance.
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