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Set Up and Maintain Your Salesforce Organization
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            Protect Your Data with Salesforce Backup

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            3. Set Up and Maintain Your Salesforce Organization

            Protect Your Data with Salesforce Backup

            Use Salesforce Backup to prevent data loss, recover from data incidents quickly, and simplify your overall data management strategy. Protect your organization from permanent data loss and corruption by automatically generating backups. You can create backup policies for high-value and regulated data, and restore that data in just a few clicks.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Performance, and Unlimited Editions with the Salesforce Backup & Recover add-on license.
            Note
            Note This content relates to Salesforce Backup. Read about Backup & Recover in Own from Salesforce.

            The file storage pricing for Salesforce Backup is calculated at 10% of the actual GB used. For example, if an org stores 100 GB of files in Salesforce Backup, the "effective storage" GB that's charged to the customer is 10 GB.

            Salesforce doesn't show the data consumption of security products to customers. To view your product's data consumption, contact Salesforce Support.

            • Install the Salesforce Backup Managed Package
              Salesforce Backup is a managed package that you install by using the link from your subscription order form.
            • Assign the Salesforce Backup License and Permission Set
              Give users access to the Salesforce Backup app. Then assign them permission to back up and restore data on specific objects.
            • Configure Salesforce Backup Settings
              After installing the Salesforce Backup app and assigning permissions, configure a secure connection between the app and Salesforce.
            • Plan Your Salesforce Backup Strategy
              To create high-value and time-efficient policies, make a plan for identifying and prioritizing the data that you want to back up. Then make sure that users have access to the objects that store data and build your backup policy in batches.
            • Back Up Data with Salesforce Backup
              Your Salesforce Backup policy defines what data is included in backups. You can back up object data, including related records, files, and attachments. You can rely on the daily scheduled backup, set a custom schedule, or backup manually.
            • Restore Data from a Backup
              The Salesforce Backup app can restore much of your data from a backup for you. You can also export data from a backup and restore it with a data import tool such as Data Loader or Data Import Wizard. Before you start, make sure that you have object-level permissions for the records that you want to restore.
            • View and Interpret Salesforce Backup Logs
              Follow these instructions to view logs in Salesforce Backup. These logs contain information about the status of various Salesforce Backup policies and activity.
            • Exception Codes for Troubleshooting Salesforce Backup
              Salesforce Backup shows exception codes for specific errors that can happen during backup and restore processes. Use the exception code to determine what caused the error and how to fix the problem.
            • Salesforce Backup Considerations
              Before you use Salesforce Backup, review these considerations.
             
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