Loading...

Backing up Salesforce Data in an MSP Environment

Back up your Salesforce organization data.

The backups automatically include the Salesforce metadata.

You can back up the following data:

  • Standard objects
  • Custom objects
  • Documents
  • Attachments
  • Salesforce CRM content
  • Salesforce files

For information about objects that the software does not include in the backup, see the following pages:

Procedure

  1. From the navigation pane, expand Solutions > Apps >Cloud Apps. Then, in the Actions column for the Salesforce organization, click the action button action_button, and then click Backup.

    The Backup options dialog box appears.

  2. Select the Backup level.
  3. Click OK.

Result

The software backs up the data.

Minor events are set in the following cases:

  • When any object fails because of a Salesforce API restriction
  • When any download of a file fails because the file does not not exist at the time of the download, or there is a Salesforce API limit.

Last modified: 8/7/2018 2:14:25 PM