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
- Salesforce CRM content
- Salesforce files
For information about objects that the software does not include in the backup, see the following pages:
- From the navigation pane, expand Solutions > Apps >Cloud Apps. Then, in the Actions column for the Salesforce organization, click the action button , and then click Backup.
The Backup options dialog box appears.
- Select the Backup level.
- Click OK.
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