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Performing Salesforce Backups

You can perform a full backup or an incremental backup of the Salesforce data.

You can back up the following data:

  • Standard objects

  • Custom objects

  • Documents

  • Attachments

  • Salesforce CRM content

  • Salesforce files

For information on objects that the backup does not include, see the following pages:

Before You Begin

Verify that the Salesforce user who performs the backup operations has the required permissions. For a list of the required permissions, see Account and User Permissions.

Procedure

  1. From the navigation pane, go to Protect > Applications > Cloud apps > Salesforce.

    The Apps page appears.

  2. In the Backup column, clickBackup.

    The Backup dialog box appears.

  3. Expand the data, and then select the subclient to back up.

  4. Click Select.

    The Select backup level dialog box appears.

  5. Select the backup level:

    • To perform a full backup, select Full.

    • To perform an incremental backup, select Incremental.

  6. To receive an email message when the backup operation is complete, select the When the job completes, notify me via email check box.

  7. Click OK.

Result

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To avoid exceeding the Salesforce API size limit, a backup job runs until the number of files backed up reaches over 50 percent of the total API calls allowed for the day. Then, the backup job is suspended, but is automatically resumed the next day. This behavior continues until all of the files in the job are backed up.

Events are generated in the following cases:

  • An object fails or skips because of one of the following reasons:

    • The object is restricted by the Salesforce API.

    • The object takes too much time to back up and produces a QUERY_TIMEOUT error, or a similar error.

    • The object requires one or more filters on the query.

    • The object does not have any data to backup.

  • The file does not download because the file does not exist at the time of the download.

  • The file is partially downloaded due to the Salesforce API size limit or due to file corruption, and so on.

  • The incremental backup operation identifies more than 100,000 records that were modified or deleted:

    • [NOTIFY_WARNING] Unusually high number of records were modified [record_number] for retrieving the updated records of [object_name]

    • [NOTIFY_WARNING] Unusually high number of records were deleted [record_number] for retrieving the deleted records of [object_name]

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