# Setup backup configuration for Salesforce Org ## Overview Backup configuration in Vault enables you to create snapshots of your Salesforce Org’s data and metadata. These backups can be full or incremental: * **Full Backup**: Captures all data and metadata. * **Incremental Backup**: Captures only data/metadata changed since the last backup. Backups can be scheduled to run **daily**, **weekly**, **monthly**, or at a **custom interval**. ## Prerequisite * Ensure your Salesforce Org is registered with Vault.\ [Learn More](https://knowledgebase.autorabit.com/product-guides/vault/configuring-vault/registering-salesforce-org) ## How to Set Up a Backup Configuration 1. After registering a Salesforce Org, navigate to the **`Configs`** tab and select **`Add Backup Config`**. If needed, navigate manually via **`Setup`** > your Salesforce Org > **`Configs`** > **`Add Backup Config`**. 2. Choose a configuration type: * **Metadata and data excluding special objects** * **Special objects (history, audit logs, KAV, etc.)**
Configuration type selection screen in Vault
3. Select metadata types from the list to include in the backup.\ Click **`Next`**.
Metadata selection screen
4. On the **Data** tab, you can: * Filter objects * Include associated records * Apply timestamp-based filtering
Data object filter and selection options
5. Click a data object (e.g., **Account**) to view and manage its related fields.\ Exclude any fields as needed.
Viewing and configuring fields for data object Account
6. Select specific members and click **`Save`**.
Object member selection screen
7. Return to the object list and confirm updates.
Updated data object view after configuration
8. To exclude formula fields, enable **`Excluded Formula Fields`**.
Option to exclude formula fields
9. Use the **Filter** icon to define label-based rules.
Filter icon and rule definition
10. Use **Record Count Limit** to limit record extraction and validate the filter.
Record count validation example
11. Click **`Apply`** to confirm filter settings.
Apply filter button
12. Click **`Next`** to move to the **Scheduling** screen. ## Scheduling Backup 1. Provide a **name** and **description** for the backup.
Backup scheduling form
2. Configure Backup Settings: * **Bulk API for Data** (serial or parallel) * **Batch Size** for Metadata (max 10,000 records)
Bulk API toggle for data objects
Metadata batch size configuration
3. Choose **Backup Type**: * **Full Backup** * **Incremental Backup** 4. Set **Email Notifications** recipients.
Email notification recipient selection
5. Enable or disable **Allow multiple backups to run in parallel**.
Parallel backup option toggle
6. Define **Backup Frequency** (e.g., every 4 hours via **Specific**).
Custom interval backup frequency setting
Time interval selection example
7. Set the **Backup Retention Period**. 8. Click **`Save Config`**. 9. Review summary of selected metadata/data and backup plan.
Backup configuration summary screen
10. Click **`Save`**. A success message confirms configuration. 11. You are redirected to the **Configs** tab. Your new configuration will appear at the top. ### Additional Options * **Schedule Toggle**: Temporarily enable/disable backup schedule. * **Backup Config Details**: View selected metadata/data. * **Edit/Delete**: Modify or remove the configuration. * **Last Backup Status**: Displays most recent backup result. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://knowledgebase.autorabit.com/product-guides/vault/configuring-vault/registering-salesforce-org/setup-backup-configuration-for-salesforce-org.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.