Back Up Your Data with Backup & Recover for Salesforce

Safeguard your critical business information by adding a backup service to your account. Each service you add can back up Salesforce production data, production metadata, sandbox data, or sandbox metadata. Backups then run automatically, securing your data so it can be recovered.

1. On the Backup tab, click New Service and select Salesforce.
2. Select a service type:
   • Production Data
   • Production Metadata
   • Sandbox Data
   • Sandbox Metadata

   If you have Continuous Data Protection, select the service type:

   • Production Data
   • Sandbox Data
   1. Turn on Continuous Data Protection.
   2. In the Objects field, enter the Salesforce API names of objects you want to back up. API names are case-sensitive. For example:
      • Account
      • Contact
      • CustomObject_c

      After you create a Continuous Data Protection Service, you can't modify the objects.
3. If you use a custom domain in Salesforce, click Use Custom Domain and enter your custom domain.
4. Click Add Service. You're prompted to authenticate with Salesforce, authorizing Own to access your org using OAuth. Authenticate an admin user that has the “Modify All Data” permission and at least Read Access to all standard and custom fields to make sure that the backups complete properly.
   Daily backups run automatically. You'll get an email after the first backup completes successfully.

• Services Page in Backup & Recover for Salesforce
  On the Services page, you can see the status of your Salesforce backup services at a glance. Find text in a backup, or compare two backups to identify record changes.
• Backup Service Dashboard in Backup & Recover for Salesforce
  The Backup Service Dashboard for Salesforce provides a compreshensive overview of a service. See how many records and files are backed up, find out which recent backups had issues, and visualize changes in objects over time.
• Backup History Tab in Backup & Recover for Salesforce
  For each backup service, the Backup History tab provides an overview of all backups performed. See what type of backup was done, how long it took, and how many records and files were backed up.
• Backup Types in Backup & Recover for Salesforce
  After you add a backup service, full backups and incremental updates run automatically for continuous data integrity. You can also run backups on demand.
• Schedule Automatic Backups in Backup & Recover for Salesforce
  Specify the time to run Salesforce automatic backups, such as during off-peak hours, to minimize the impact on system performance.
• Run Backups On Demand in Backup & Recover for Salesforce
  If a Salesforce automatic backup fails or you don't want to wait for the next scheduled backup, you can start a backup at any time. Back up the entire service or only specific objects.
• Weekly Backup Report in Backup & Recover for Salesforce
  The Weekly Backup Report surveys active Salesforce backup services from the last seven days. The report informs you of service successes, warnings, and errors. Use the report to take action and maintain awareness.
• Continuous Data Protection for Salesforce
  Protect high-value or dynamic data and achieve near-zero Recovery Point Objectives (RPO) with Continuous Data Protection. Use minute-level backups to recover Salesforce data from a specific moment and visualize real-time changes with the Data Changes Tracker.
• Aborting a Running Backup in Backup & Recover for Salesforce
  If you discover errors during a Salesforce backup or want to modify the default options before the first backup is completed, you can stop a running backup.
• Essential Service Options in Backup & Recover for Salesforce
  Configure and optimize your Salesforce backup services to meet your business needs. For example, you can schedule automatic backups for off-peak hours, pause or archive a service, or set retention policies to comply with regulations.