- 06 Feb 2023
- 5 Minutes to read
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Setup backup configuration for Salesforce Org
- Updated on 06 Feb 2023
- 5 Minutes to read
- Contributors
- DarkLight
- PDF
Overview
Setting a backup configuration allows you to create a snapshot of the data/metadata from your Salesforce org and retrieves the data required to restore successfully. You can determine which backup method (full backup or Incremental backup) best suits the needs of your business. A full backup is precisely what the name implies: A full copy of your entire data/metadata set. Incremental backups only back up the data that has changed since the previous backup.
In addition to choosing the right backup type, you can also schedule the backup process for daily, weekly, or monthly intervals.
Prerequisite
- A Salesforce Org registered successfully with Vault. [Learn More]
How to set up a backup configuration for your Salesforce Org?
When you register a new Salesforce Org with Vault, you will automatically navigate to the Configs
tab, where you can add backup configuration(s) for your Salesforce Org. If not, navigate to Setup
, select your Salesforce Org, go to the Configs
tab, and select Add Backup Config
box.
- A popup will be displayed asking you to choose the criteria for your configuration type:
Metadata and data excluding special objects:
This will fetch the entire metadata/data objects from your Salesforce org excluding special objects. Special objects include system objects, history objects, audit logs, KAV objects, etc.Special objects like history, system, audit logs, and KAV objects:
This option will list only the special objects available in your Salesforce Org.
- Based on the option you choose, the following screen will display the list of objects from your Salesforce Org.
Example: If you choose the first option, i.e.,Metadata and data excluding special objects
, the following screen (Metadata) will display the entire metadata types from your Salesforce Org. You can select or deselect the metadata types that will be part of the backup configuration on this screen. - Click
Next
to go to theData
tab. - For the
Data
objects, Vault has a provision to filter the records to prevent unwanted objects from being backed up. You can either opt for including associated objects for your data objects or filter the data objects that are included with the timestamp.- Viewing Individual Data object: Click on the individual object to view its related members on the next screen. Also, you can perform various operations on the members' fields, such as excluding them from getting back up. For example, if you want to exclude members for the
Account
data type, click on theAccount
object. - On the next screen, select the
Account
object metadata members to include in the backup. ClickSave
. - This will redirect you to the previous screen, where you can view the changes that have recently been made.
- You can even exclude the entire object's members by selecting the
Excluded Formula Fields
checkbox. - To filter the label name for each data object, use the
Filter
icon. Based on the rule(s) assigned, the results are filtered. - The
Record Count Limit
field will limit the number of records extracted from the data object. ClickValidate
to verify whether the filter applied is correct and view the total number of records to be retrieved. - Click
Apply
to initiate the filter and close the filter dialog box.
- Viewing Individual Data object: Click on the individual object to view its related members on the next screen. Also, you can perform various operations on the members' fields, such as excluding them from getting back up. For example, if you want to exclude members for the
- Click
Next
to proceed to theScheduling
screen.
Scheduling Backup
Once you are done with selecting metadata types and objects (and their fields), set up when you would like to carry out the Org Backup operation.
- Enter a
name
for the backup configuration. - Give a short description in the
Description
field. - Click on the
icon (located after the
Backup Type
text) to go to theBackup Settings
page where you can configure how the backup is triggered.- For
Data
objects, you canenable Bulk API
toggle box. The Bulk API is based on REST principles, and you can use the Bulk API to process jobs in serial or parallel mode. Processing batches serially means running them one after another, while processing batches in parallel means running multiple batches simultaneously. When you run a bulk API job, processing more batches in parallel means giving that job a higher degree of parallelism, providing better overall data throughput. - For
Metadata
types, specify the batch size for both the profile and remaining components to retrieve records. The max batch is 10,000 records. This option helps run large jobs that exceed normal processing limits. Per the Salesforce governor limit, you can deploy or retrieve up to 10,000 files at once or a max size of 40MB. Using Batch Size, you can process records in batches to stay within platform limits. If you have a lot of records, processing records through batches is your best solution.
- For
- Choose the
Backup Type
for both metadata and data members.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.
- Click on the
email notification
icon to select users from the list who will receive an email notification whenever the objects are backed up from your Salesforce Org.
- Keep the
"Allow multiple backups to run in parallel"
toggle toYes
. If you turn it off, the backup jobs will run sequentially, meaning that only the subsequent scheduled job will be initiated after one is finished. Additionally, deactivating this option will prevent the scheduled jobs from running concurrently with earlier scheduled backups that haven't finished. The backup status will indicate the"stopped"
status of the recently scheduled jobs if the previously scheduled jobs are not completed.Backup Summary Screen - Next, choose the
frequency
for backup, i.e., daily, weekly, monthly, or any specific interval. If you want the schedule of the backup process to run every 4 hours, select theSpecific
option and indicate the time frame as 4 hours. - You can specify until what period you want to retain the backed-up data under the
Backup Retention period
field. - Click
Save Config
. - The next screen will display the summary list of metadata and data members selected for your salesforce and how the backup will be carried out.
- Click
Save
. A confirmation message will display that the backup is successfully configured for your Salesforce org. - Next, you will be redirected to the
Configs
screen, where your newly added backup config will display on top of the backup config list. - Additional options:
Schedule
: You can temporarily enable or disable the backup schedule of a Salesforce org by sliding theSchedule
icon to either the right or left side.Backup Config Details
: View the list of metadata/data members of Salesforce org that will be backed up based on the process scheduled.Actions (Edit/Delete)
: Delete the backup scheduled using theDelete
icon or update the metadata/data components from being backed up using theEdit
icon.Last Backup Status
: Last backup activity status will be displayed in this section.