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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.
General
On the General tab, from the three dots menu in the top right, you can:
- Pause or Archive the Service
- Delete the service and its backups.
In the General tab, you can:
- Change the name and subtitle from the default names given when creating the backup service.
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In the Authentication section you can:
- Change the authenticated user
- Update the custom domain
- Re-authenticate the service
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In the Schedule section you can:
- Change the time and day for automatic backups.
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In the Data Classification section you can:
- Select if Service contains production data.
Seeding uses this to identify non-production services that contain production data. Based on your user role, Data Protection mandates that seeding into such services includes anonymization as part of the job.
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In the Blockchain Verify section you can:
- Set this service to Blockchain Verify.
Retention
Edit your retention policy. See Backup Retention Policies in Backup & Recover for Salesforce.
Configure Files and Special Objects
The name of this tab and the options available depend on your service type. In a Sandbox, the tab is called Files and Special Objects. In Data, it's called Special Objects.
The Files section only appears in Sandbox Services. In this section you can:
- Select to Include files in the backups of this sandbox (Default: On)
In the Special Objects section you can:
- Select Backup Knowledge Articles.
- To turn on Custom Big Objects, contact support.
- Archive a Service in Backup & Recover for Salesforce
Preserve backup data after you migrate, decommission, or duplicate a Salesforce production or sandbox backup service instance. Archiving the service stops it from backing up new data. Access archived data for future restoration or data seeding. - Delete a Salesforce Sandbox Service in Backup & Recover for Salesforce
Free up resources and storage space after a sandbox service is outdated or refreshed. Deleting a sandbox service permanently removes all backup data associated with it. - Pause a Salesforce Service in Backup & Recover for Salesforce
Limit access to your data during proof of concept or testing periods. By pausing instead of archiving, you can specify when to resume backups and avoid losing backup coverage. - Reauthenticate Salesforce Services in Backup & Recover for Salesforce
If you get a message about an inactive Authenticated User, a revoked token or an authentication error, you can restore access and functionality by reauthenticating the Salesforce Authenticated User. - Back Up a Refreshed Salesforce Sandbox in Backup & Recover for Salesforce
When you refresh a Salesforce sandbox, create a backup service for it. The refresh assigns a new org ID, so the original service no longer connects to the sandbox. - Backup Retention Policies in Backup & Recover for Salesforce
Retention policies help you meet requirements for keeping Salesforce data backed up. You can adjust retention periods and retain backups indefinitely when needed for legal procedures. - Backing Up Special Objects in Backup & Recover for Salesforce
Backup & Recover excludes Knowledge Articles and custom big objects from backups by default. Review how each object type behaves before you add special objects to a backup. - Understand Supported Salesforce Objects
Ensure your data is fully protected by reviewing which Salesforce objects are supported in backups. By default, backups include history, share, and feed objects. Configure backups to include knowledge articles or custom big objects. - Supported Salesforce Metadata Objects in Backup & Recover for Salesforce
See which Salesforce metadata objects you can include in your backup. - Unsupported Salesforce Metadata Objects in Backup & Recover for Salesforce
See which Salesforce metadata objects can't be backed up. - Backup Exclusions in Backup & Recover for Salesforce
Exclude items that you don't need in a Salesforce backup to protect data privacy or reduce the backup duration. - Manage Backup Exclusion Rules in Backup & Recover for Salesforce
Create and verify rules to control your Salesforce backup content with backup exclusions. Select items that you don't want backed up and easily view them in one place with a clear audit trail. - Exclude Fields from a Backup in Backup & Recover for Salesforce
Exclude noncritical fields from Salesforce backups to streamline the process and improve efficiency. Manage data privacy and compliance requirements by excluding sensitive data. - Tables That Can't Be Excluded in Backup & Recover for Salesforce
Some tables can't be excluded from Salesforce backups. - Back Up History Tables in Backup & Recover for Salesforce
Include an object's field history in Salesforce backups. History tables capture and store historical data for each record, so you can track changes and understand the evolution of data over time. - Permissions Report in Backup & Recover for Salesforce FAQs
The Permissions Report lets you know when your Salesforce authenticated user is missing permissions needed to back up data. Find answers to questions about Permissions Reports. - How Backup & Recover Uses Salesforce APIs
Backup & Recover uses Salesforce APIs for its backup and restore operations. The API calls that Backup & Recover makes don’t count against your org's API limits. - Smart Alerts for Salesforce – Overview
Backup & Recover Smart Alerts tell you about critical changes to your Salesforce SaaS data and metadata, such as deletions and corruptions. Configure alerts that align with your company's priorities and compliance requirements to reduce false positives and enhance data management.
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