Start the Backup

Overview

Vault for Salesforce data security automatically performs backups for two kinds of structures:

  • Data: Backup data in Salesforce is for records such as accounts, opportunities, contracts, leads, and cases. It also backs up Chatter, files, custom object records, and content.

  • Metadata: Salesforce metadata backup refers to custom code like Apex and Visualforce and configuration settings like dashboards, reports, page layouts, and custom fields.

Vault suits the Salesforce environment and is built for our customers to protect their valuable data. Some features of our Salesforce backup tool include:

  • Dependable backups: You can use Vault to back up your important content and recover it if the original file is compromised. Salesforce backup and recovery allows you to maintain the complete experience of Salesforce by preserving file attachments, knowledge feeds, and more.

  • Built-in archival: Vault’s archival capabilities reduce storage costs for a more cost-effective solution. The archive tool is based on our scalable enterprise cloud infrastructure.

  • Metadata Mastery™: Using Metadata Mastery™ with the AutoRABIT platform allows your company to back up and recover your Salesforce environment completely. This tool prevents Salesforce data loss by including metadata in its backups.

Before you Begin

  1. A Salesforce Org registered inside Vault. To register a new org, navigate to Setup > Register New Org. [Learn More]

  2. A backup configured for your Salesforce Org. The backup configuration job creates a snapshot of the data/metadata from your Salesforce org and is also helpful in retrieving the data required to restore successfully. [Learn More]

  3. You have permission to create a backup job.

Backing up your Data and Metadata

  1. Login to your Vault account.

  2. Go to the Backup module.

  3. Select your Salesforce Org, Environment (Salesforce/nCino), and backup Configurations from the drop-down.Note:

    • A list of all scheduled and manual backups triggered to date will get displayed under the Backup Summary section.

  4. To initiate a new backup, click on Backup Now.

  1. On the next screen:

    1. Enter the label of your choice or leave the auto-generated default label.

    2. You'll be prompted to select your backup configuration again.

    3. Select the Backup type for both metadata and data members. Vault recommends using the Full-Backup for metadata/data when performing a backup for the first time.

      • Full-Backup: Full backup is a method of backup in which all the files and folders selected are backed up.

        • Incremental-Backup: An incremental backup operation will copy only the data/metadata that has been changed since the last backup operation. The modified time stamp on files is typically used and compared to the timestamp of the previous backup.

  2. Select the Exclude Deleted Records checkbox to exclude the recently deleted records from your environment.

  3. Click Backup.

  1. You'll be taken to the Backup Summary screen to display the status of the recently triggered backup activity.

Backup Summary

For each backup performed inside Vault, you will find the details below on the Backup Summary screen.

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