Back Up Data with Salesforce Backup

Add Objects and Records to Your Backup Policy

Build a new Salesforce Backup policy starting with objects and their records. Because most of your Salesforce data is stored in objects and their related records, they form the foundation of your backup policy.

1. From the App Launcher, find and select Backup and Restore.
2. To create a backup policy, from the Backup tab, click Create Policy.
3. Select an object from the list.
   A list of related objects appears.
4. Optionally, enable formula field data backups. Keep in mind that while you can back up formula field values, those values can’t be restored.
5. Optionally, select any related objects that you want to add to your policy, and click Save Related Objects.
6. To add your selected objects to your policy, select Enable.
   Objects in your policy show as enabled and ready in the object list.
7. Continue adding objects and their related objects to your policy.
8. When your policy contains all of the data that you want to back up, click Activate Policy.
   When activated, backup policies run one time every 24 hours. Monitor your backup job on the Home or Logs pages.

Add Files and Attachments to Your Backup Policy

Back up files and attachments with the Salesforce Backup managed package. File and attachment backups are a helpful way to safeguard a broader section of data ahead of major changes to your implementation.

1. In the Salesforce Backup app, on the Backup tab, click Configure Policy Defaults.
2. Turn on file and attachment backups.
3. To plan how many files and attachments that you want to back up, review your file storage usage. File and attachment backups contribute to your storage usage.
4. 

   Tip For efficient file storage usage, we recommend that you back up only files and attachments created or modified on or after a specific date. Consider starting with a relatively recent start date. You can change your start date, but only to a date further back in time.
   Select a backup window.
   • Specific date and onward (recommended)
   • All dates
5. Save your work.
   Files and attachments are included in the next backup. These objects contain information about your files and attachments and are automatically added to your policy.

   • Attachment
   • ContentAsset
   • ContentDistribution
   • ContentDistributionView
   • ContentDocument
   • ContentDocumentLink
   • ContentFolder
   • ContentVersion
   • ContentWorkspace
   • ContentWorkspaceDoc
   • ContentWorkspaceMember
   • ContentWorkspacePermission

Set a Custom Backup Schedule

Configure your policy to capture backups monthly, weekly, daily, or hourly. You can select a start time and preferred time zone.

1. In the Salesforce Backup app, on the Backup tab, click Configure Policy Defaults.
2. Select values for your backup frequency, starting date and time, and your preferred time zone.
3. Save your work.

Example

Your organization holds a data cleansing exercise every Monday that finds and fixes duplicate records. You want to make sure that backups reflect your team’s work, so you set a backup schedule that runs weekly on Mondays at the close of business.

Run Delta Backups

Backups take place automatically one time every 24 hours starting at 5:00 PM Central Time (GMT-5). You can also back up new and changed data as you work. Delta backups are helpful before and after a major deployment. For example, make a delta backup before starting a large data entry project or after importing data from a legacy system of record.