Start the Backup
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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.
A Salesforce Org registered inside Vault. To register a new org, navigate to Setup > Register New Org. []
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. []
You have permission to create a backup job.
Login to your Vault account.
Go to the Backup module.
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.
To know more about the list of metadata and data being backed up or the configurations set for each backup, you can find it by clicking on the Backup Summary () icon under the Actions tab.
To initiate a new backup, click on Backup Now.
On the next screen:
Enter the label of your choice or leave the auto-generated default label.
You'll be prompted to select your backup configuration again.
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: This method backs up only the data or metadata that has changed since the last backup operation. Vault allows incremental backups at intervals as short as every 5 minutes. Incremental backups identify changes by comparing file modification timestamps against the timestamp of the previous backup.
Select the Exclude Deleted Records checkbox to exclude the recently deleted records from your environment.
Click Backup.
You'll be taken to the Backup Summary screen to display the status of the recently triggered backup activity.
For each backup performed inside Vault, you will find the details below on the Backup Summary screen.
Label
The label name you assigned for your backup activity.Click on the label to find the list of successful/failed metadata and data members that are part of the backup operation. Also, you can export to save the restored metadata/data info in CSV format locally.
Configuration Name
The configuration name you choose for the backup operation
Date/Time
Date and time stamp for your backup operation
Expiry Date
Backup retention period
Duration
Total time to complete the backup operation
Metadata
Total count of metadata objects successfully backed up
Records
Total count of records successfully backed up
API calls
API call duration (in seconds)
Metadata Backup
The backup type you chose for metadata members
Data Backup
The backup type you selected for data records
Status
Backup status (success, failure, or in progress)
Actions
Additional actions:
Backup summary: View the backup summary report
Log: Find the log details for your backup operation
Abort: For an ongoing backup, you can abort the process in between using the Abort icon.
Having this feature to download the files from the backup will enable the user to download the files directly from the Vault backup of the actual Salesforce data.
Steps to download files:
1. Open the backup summary and navigate to the ‘files’ tab to download the files from the backup
2. Click on the “Download” option to initiate the download of the files
A pop-up will be displayed with two options to choose from:
a. Download CSV:
i. The following “Selecting this option will download the records without the actual files” can be observed in the info icon.
ii. On selecting this option, the CSV with records file will be downloaded
b. Download Files:
i. The following “Selecting this option will download the actual files from the storage” can be observed in the info icon.
ii. On selecting “Download Files”, based on the size of the file, the progress icon will be displayed in the place of download option.
iii. Once the download is concluded, based on the actual state of the download, emails with different statues will be triggered to the registered emails in the vault environment.
Click on the “Records” icon to open the records window and download the individual files as well as the consolidated files.
Click on the “Download” button to initiate the download of either the “CSV” or the “Files” from the Vault backup environment. Following is the screenshot for reference
Click the download to observe the following:
a. Download CSV
b. Download Files
Note:- Refer the third point for “Download CSV” & “Download Files” functionality
Once “Download Files” is initiated, the progress of the files download is depicted through the progress icon. Following screenshot is for reference.
On hovering over the in-progress download, the count(downloaded files/total files count) of files can be observed.
Once the download is concluded, based on the actual state of the download, emails with different statues will be triggered to the registered emails in the vault environment.
Using the “Download Files” column. The individual files related to the respective records can be downloaded.
Inconsistent File Download During GDPR Requests: When a GDPR request is initiated within an organization, file downloads may behave inconsistently. This issue will be resolved in the upcoming release.
File Download Issues with Special Characters in File Names: Files with special characters in their names may not function properly in certain environments, particularly on macOS. This issue will be addressed in the upcoming release
