Skip to main content
New
Stack Overflow Jobs powered by Indeed: A job site that puts thousands of tech jobs at your fingertips (U.S. only). Search jobs
8 votes

Backup options for salesforce org

Salesforce does maintain back up data and can recover it, it's important to regularly back up your data locally so that you have the ability restore it to avoid relying on Salesforce backups to ...
Devendra's user avatar
  • 5,075
7 votes
Accepted

Salesforce Sandbox as a backup

The sandbox gets the configuration of the Production environment from the time the sandbox is created as it takes a snapshot of the Metadata at that time. The refresh does not lock the production org. ...
Dave Humm's user avatar
  • 5,111
6 votes

Does it make sense to create a production like org for disaster recovery?

Thanks to Mirrorforce, salesforce has three data centers in North America for disaster recovery and backup purposes. Normally, we use the servers in California, but if a major disaster occurred that ...
sfdcfox's user avatar
  • 493k
4 votes

Backup my org all the customisation or create an image

There are several ways to do it depending on your exact use cases including 1) Use 3rd party solutions such as Spanning, Datto, OwnBackup etc. Some of these offer scheduling so you can do it on a ...
Gaurav Kheterpal's user avatar
4 votes

Marketing Cloud data & configuration backup

There multiple ways to 'backup' in Marketing Cloud. There is not a simple function per-se, but for data extensions and All Subscribers, you could perform a Data Extract and extract all records to FTP ...
Gravitai's user avatar
  • 2,850
4 votes
Accepted

How to get the evidence of the email sent for weekly data export?

You can track that with the use of Email Logs Navigate: Monitoring -> Email Log files. Email logs describe all emails sent through salesforce.com and can be used to help identify the status of an ...
Santanu Boral's user avatar
4 votes
Accepted

How to query more than 800 fields in query using Bulk load query

See the SOQL Limits Guide. There's a number of limitations that will prevent you from exporting objects of this size in one go, including total character limit, number of large text area fields, total ...
sfdcfox's user avatar
  • 493k
3 votes

How to retrieve static resource from backup

The Weekly/Monthly Data Export function does not back up metadata configuration files. For metadata, you should be using a source code repository (e.g. Git). This allows you to recover changes to your ...
sfdcfox's user avatar
  • 493k
3 votes

Backup of Sandbox before refresh

There are various tools available which you can take help from MavensMate - http://www.infallibletechie.com/2015/12/mavensmate-forcecom-ide-installation.html ANT - http://www.infallibletechie.com/...
Tushar Sharma's user avatar
3 votes
Accepted

Does it make sense to create a production like org for disaster recovery?

I'm going to assume you're referring to this feature of Salesforce: Sync to a Secondary Salesforce Organization With Organization Sync, you can set up a secondary, synced Salesforce ...
crmprogdev's user avatar
3 votes
Accepted

Backup Salesforce data to a third party

There are a lot of dataloader tools that can be scheduled to export data. If you want to export daily and without manual intervention this may be a good solution. For example Dataloader.IO can be ...
Nielsm's user avatar
  • 2,084
3 votes

Data backup in salesforce

Daily full backups would be impractical/impossible for anything other than the smallest of organizations, mostly because there's a asynchronous call/day limit, plus all the other governor limits. Your ...
sfdcfox's user avatar
  • 493k
2 votes

Backup options for salesforce org

Most of the solutions available only do backups but does not help you with restore .For metadata backup ANT tool along with force.com migration tool along with CI solutions like Autorabit , Circle or ...
Mohith Shrivastava's user avatar
2 votes

How to back-up and then delete ~525,000 Tasks easily?

Using the Salesforce DataLoader will enable you to extract all desired task records with all associated attributes. Once the extraction step is complete you need only run a delete job against the ...
CloudHugger's user avatar
  • 1,757
2 votes
Accepted

How do I download org customizations?

You can't back up all your customizations, but you can back up most of your customizations. See the Metadata Coverage Report for what's allowed and what's not. You can indeed back up custom objects ...
sfdcfox's user avatar
  • 493k
2 votes

How to download all the code to local system?

That's really a broad question asking for a simple answer. Visual Studio Code and SFDX CLI have easier ways to retrieve code/ components from your org to the local directory. After you download the ...
arut's user avatar
  • 5,281
2 votes

I need data backup and all metadata backup of salesforce org including Managed package

There are a number of vendors on the AppExchange that will happily sell you a solution to do this. Full-scale data and metadata backup is not a built-in capability of Salesforce. If you'd like to do ...
David Reed's user avatar
  • 93.1k
2 votes
Accepted

Do deployments affect/remove data export files?

No. Data Export files are only removed when they expire (after 48 hours), regardless of any deployments that may occur after the end of a data export.
sfdcfox's user avatar
  • 493k
2 votes

Backup Salesforce data to a third party

If the third party can make the callouts to salesforce api then its simple thing to do: 1. Create a rest webservice in salesforce which will export the data based on the query parameters received. 2. ...
Krishna Bidwai's user avatar
1 vote

Restoring Contract Records with Activated Status

Start with ensuring the backup vendor uses a dedicated integration user Use a before save flow or trigger that detects the running user = Backup User and value of Contract.Status - if Activated, ...
cropredy's user avatar
  • 71.7k
1 vote
Accepted

Salesforce Backup Process

In terms of what's available to you for free, the Best practices to backup Salesforce data lists: Data Export Service: Manual or scheduled exports of your data via the UI. Export Backup Data from ...
Kris Goncalves's user avatar
1 vote

Archive master-detail relationship Custom Objects with Attachments into Big Objects

Archive master-detail relationship Custom Objects What Exactly are Lookups and MasterDetail fields? They are just Candidate Key (Primary Key for some other table). If you can replicate the same ...
Pranay Jaiswal's user avatar
1 vote
Accepted

How to back up Visualforce Pages?

Like all of Salesforce customization, Visualforce pages are metadata that you can retrieve via API. You could build something that connects to the org, takes a snapshot, and then commits to Git. This ...
Daniel Hoechst's user avatar
1 vote
Accepted

How to take complete backup of salesforce org using VS Code

You need to add all the metadata types to your package XML. If you don't want to do it by hand, You can use this VS Code extension which is similar to the UX in Mavens https://marketplace....
PartOfTheOhana's user avatar
1 vote
Accepted

Remove and redeploy package

You will want to make sure you get your data backup, but the uninstaller itself won't let you uninstall it if you have any dependencies on the package (e.g. if it would break a rollup summary field on ...
sfdcfox's user avatar
  • 493k
1 vote

Backup of Sandbox before refresh

If you have another sandbox ,you can use changeset to back up all the components . You will need to use dataloader to extract all data files if you need to restore data. There are other tools like ...
Mohith Shrivastava's user avatar
1 vote

Backup options for salesforce org

There are two types of "backups" to consider: metadata and data. As pointed out by others here, metadata backups are pretty easily accomplished using free tools such as Ant and the Force CLI. I ...
Force2b_Mike's user avatar
1 vote

Backup options for salesforce org

My organization uses Backupify from Datto for this (link here). This is a cloud-based solution that backs up both data and metadata. We've been running it for almost a year. Our database is about ...
Jagular's user avatar
  • 3,356
1 vote

Backup options for salesforce org

The best "out of the box" solution is the weekly backup service, but it only backs up data, and only once per week. Otherwise, you could use the Data Loader, a mirroring service, or one of the apps on ...
sfdcfox's user avatar
  • 493k
1 vote

Backup Organisation?

You can use 3rd party solutions (such as OwnBackup). This tool will allow you to backup your data & metadata automatically on a daily basis.
Lihod Rachmilevitch's user avatar

Only top scored, non community-wiki answers of a minimum length are eligible