Create a Backup Set for One Salesforce Admin User
To ensure that all data is protected and restored, create a backup set for one Salesforce admin user who has a System Administrator profile or an equivalent profile.
Creating New Users for Backup and Restore Operations
If you create a new user for backup and restore operations, verify that the new user exists in both production and sandbox environments. Additionally, verify that the new user's Community Nickname is the same in all environments.
Select the Option to Sync to a Catalog Database
We recommend that you select the option to sync to a catalog database for backup sets (Backup Set Properties dialog box, Backup Options tab, Sync To Database check box), and that you have administrators manage the catalog database.
Verify the Connection to Salesforce
When you perform any of the following operations, click Test Connection to verify that you can connect to Salesforce or the local database:
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Creating a pseudo-client
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Creating a backup set
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Performing a restore operation to the database, or Salesforce
Use the Simple Recovery Model for the SQL Database
We recommend that you use the SQL Simple Recovery Model for the SQL database so that the disk does not get filled up with transaction logs during backup operations.
Restoring Incremental Backups
If you restore the data to a database, or the Salesforce cloud, and you changed data during the full backup, then you might need to restore additional incremental jobs so that you minimize data inconsistencies.
Use Unique Schedules for Subclients
When you have multiple subclients for a backup set, create a unique backup schedule for each subclient. For information on configuring a backup schedule, see Schedule Backups.
Schedule Daily Incremental Backups
The Salesforce replication API does not hold changes more than 30 days, so schedule daily incremental jobs.
Backup Schedules
Use the following schedule strategy because the catalog/sync database only contains the latest data cycle:
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Schedule daily incremental backups
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Schedule monthly or quarterly full backups depending on your RPO