Discussing other software, I’ve talked about how
important it is to backup databases and other forms of data stored in various suites. This is something unanimously important to SaaS providers, website owners, and data centers alike, and no PC owner doesn’t know the value of having their local files backed up in case of a calamity.
So, today, we’re going to take a break from control creation and account modification, and look at how to backup Salesforce. Since Salesforce is your CRM system, and thus, contains the primary keys for all of your sales and customer case and account data, losing this information would be an absolute disaster.
Know that the only version you cannot do backups with is the Database.com version. All other editions support this across the board. You need the permission set “Data Export” to perform this task, so if you do not have this, consult your administrator and resolve this before continuing.
Salesforce allows these manual backups once every six days for business weeks, or 28 days for monthly backups. You can also schedule weekly or monthly backups to be generated automatically.
First, go to setup, and click Data Management->Data Export and then Export Now r Schedule Export. If you choose Export Now, it will generate a backup right away, providing enough time has passed since the last one. Schedule Export sets up an interval to generate backups automatically.
Next, you are given the desired encoding options for your export file. If unsure about these, consult your administrator. You may now select what data to include, such as images, documents, chatter files, attachments, and CRM content. You may also now configure it to replace carriage returns (line breaks) with spaces, and other optimization of backed up data.
If you’re scheduling, you may now set a frequency for backup generation. This will give you a similar include and formatting list, and we recommend “ALL DATA” for inclusion in either case.
To export immediately, slick “Start Export”. To save schedules, click “Save”.
This is only how to backup Salesforce. Restoring these backups is a topic for another time, but it’s no more complicated.