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

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

  1. Select metadata types from the list to include in the backup. Click Next.

Metadata selection screen

  1. On the Data tab, you can:

    • Filter objects

    • Include associated records

    • Apply timestamp-based filtering

Data object filter and selection options

  1. 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

  1. Select specific members and click Save.

Object member selection screen

  1. Return to the object list and confirm updates.

Updated data object view after configuration

  1. To exclude formula fields, enable Excluded Formula Fields.

Option to exclude formula fields

  1. Use the Filter icon to define label-based rules.

Filter icon and rule definition

  1. Use Record Count Limit to limit record extraction and validate the filter.

Record count validation example

  1. Click Apply to confirm filter settings.

Apply filter button

  1. Click Next to move to the Scheduling screen.

Scheduling Backup

  1. Provide a name and description for the backup.

Backup scheduling form

  1. 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

  1. Choose Backup Type:

    • Full Backup

    • Incremental Backup

  2. Set Email Notifications recipients.

Email notification recipient selection

  1. Enable or disable Allow multiple backups to run in parallel.

Parallel backup option toggle

  1. Define Backup Frequency (e.g., every 4 hours via Specific).

Custom interval backup frequency setting
Time interval selection example

  1. Set the Backup Retention Period.

  2. Click Save Config.

  3. Review summary of selected metadata/data and backup plan.

Backup configuration summary screen

  1. Click Save. A success message confirms configuration.

  2. 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.

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