Backup Configuration
  • 03 Oct 2022
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Backup Configuration

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Step 3: Backup Configuration

The backup configuration job creates a snapshot of the data/metadata from your Salesforce org and retrieves the data required to restore successfully.

  1. Once you’ve registered your Salesforce Org with Vault, click on Add Backup Config box.
  2. A popup will be displayed asking you to choose the criteria for your configuration type:
    1. 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.
    2. Special objects like history, system, audit logs, and KAV objects: This option will list only the special objects available in your Salesforce Org.metadata
  3. Based on Config Type selection, the next screen will display.
    If you chose the first option i.e., 'Metadata and data excluding special objects', the next screen will display the entire metadata type from your Salesforce Org. Here, you can either select or deselect the metadata types which will be part of the backup configuration.Salesforce Org Configuration in Vault
  4. 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.Salesforce Org Configuration in Vault
  5. Click on the individual object to view its related members on the next screen. Also here, you can perform various operations to the members' fields such as excluding them from getting back up. For example, if you want to exclude members for the Account data type, simply click on the Account object.Account data type in Vault
  6. On the next screen, select the Account object metadata members to be included in the backup. Click Save.Account object metadata members
  7. This will redirect you to the previous page where you can view the changes that have recently been made.Salesforce Org Configuration in Vault
  8. You can even choose to exclude the entire object's members by selecting the Excluded Formula Fields checkbox.
  9. To filter the label name for each data object, use the Filter icon. Based on the rule(s) assigned, the results are filtered.Filter for data object
  10. The Record Count Limit field will limit the number of records to be extracted from the data object. Click Validate to verify whether the filter applied is correct and view the total number of records to be retrieved.Record count limit
  11. Click Apply to initiate the filter and close the filter dialog box.Filters
  12. Once you are done with the selection of metadata types and objects (and their fields), schedule the Org Backup operation.

Scheduling Backup

Once you are done with the selection of metadata types and objects (and their fields), set up when you would like to carry out the Org Backup operation.

  1. Enter a name for the backup configuration.
  2. Click on the icon to go to the Backup Settings page.
    1. For Data objects, enable Bulk API.Data backup settings
    2. For Metadata types, specify the batch size for both profile and remaining components to retrieve records. The max batch is 10,000 records. This option is useful in running 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.Metadata settings
  3. Select the Backup Type for both metadata and datamembers.
    1. Full-Backup: Full backup is a method of backup in which all the files and folders selected are backed up.
    2. Incremental-Backup: An incremental backup operation will result in copying 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 last backup.
  4. Select the email notification icon to receive an email notification whenever the objects are being backed up from your Salesforce Org.Backed up from salesforce org
  5. Keep the "Allow multiple backups to run in parallel" toggle to Yes. If you turn it off, the backup jobs will run sequentially, meaning that after one is finished, only the subsequent scheduled job will be initiated. 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 for the recently scheduled jobs if the previously scheduled jobs are not completed.
    Backup Summary Screen


  6. Next, choose the frequency for backup i.e., either daily, weekly, monthly, or at any specific interval. If, you want the schedule of the backup process to run every 4 hours, then select the Specific option and indicate the time frame as 4 hours.
  7. You can specify until what time period you want to retain the backed-up data under the Backup Retention period field.
  8. Click Save Config.
  9. The next screen will display the summary list of metadata and data members selected for your salesforce and the manner in which the backup will be carried out.Data backup configuration in salesforce org
  10. Click Save. A confirmation message will be displayed stating the backup is successfully configured for your Salesforce org.
  11. Next, you will be redirected to the Salesforce Registration page where you will find your newly added Salesforce org registered with Vault and the backup configured for it.
  12. Additional options:
    • Schedule: The user can either enable or disable the backup schedule of a Salesforce org temporarily by sliding the Schedule icon to either the right or left side.
    • Backup Config Details: Click on the  icon to view the list of metadata/data members of Salesforce org that will be backed up based on the process scheduled.
    • Actions (Edit/Delete):  The user can either delete the backup scheduled using the Delete icon or update the metadata/data components from being backed up using the Edit icon.
    • Last Backup Status: Last backup activity status will be displayed in this section.

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