Why do you need data backup and data restore?

Backing up Salesforce and restoring Salesforce using the built-in backup and restore functionality.

Data Backup

The data backup and restore function saves a snapshot of all your organization’s user, configuration, and custom objects. When you back up data, select which components to include in the backup set, then upload that data to your secure file storage service (Amazon S3). Data backup and restore is only available for Professional Edition, Enterprise Edition, Performance Edition, Unlimited Edition, Developer Edition, org.

Data Restore

When you restore data using salesforce data backup the data backup and restore feature in Salesforce, you can overwrite your existing organization or bring back specific objects (such as custom objects) into your current environment. This operation does not overwrite any existing data; instead, it updates your existing records to match the latest state of the backed-up data. Data Restore is only available for Professional Edition, Enterprise Edition, Performance Edition, Unlimited Editions, and Developer Editions Organization

Salesforce has a number of built-in functions that provide a convenient way to create a point time snapshot of all users/custom objects/configuration objects and then restore that snapshot into a new or existing Salesforce organization.

The following article will go over the steps to backup your data using the Data Backup functionality in Salesforce.

1) Login to Salesforce from your browser by going to: https://instanceName.salesforce.com, where instanceName is replaced with your actual salesforce instance name (e.g., – sales12a).

2) Once logged in, you want to navigate to Setup -> Data Management -> Data Backup as seen here:

3) The first page of the data backup wizard allows you to select which components of your org you wish to include in this backup set once you have made all your selections hit next.

4) The next page of the wizard allows you to specify where to save your backup file. You can either store it in a private location inside your org or a private readable location that is accessible via FTP (recommended). Once you have specified your location, hit submit, and this will generate your backup file, which will be stored within the path specified above.

5) If you wish to restore data into an existing organization instead of overwriting all existing data, then simply select create a new organization and fill out some basic information on what type of org (standard, unlimited, etc.), what edition (e.g., dev edition) and hit next.

6) On the next step, select whether you want Salesforce to handle database configuration or if you wish to maintain control over it, and then select either the manual or advanced option.

7) If Salesforce can handle the database configuration, all the required information will be provided for you. Otherwise, this step shows you what it would look like if you chose the manual option.

Ensure that your current version of Salesforce does not already contain any objects with names present in this backup set (if they do, then an error message will appear). 8) On the wizard’s next page, specify your data restore file location and hit next. You can view all backed-up records by clicking on the restore files link under the “components included” section.

9) The final step of this process allows Salesforce to verify that there are no existing objects with the same names as the backed-up data. (If an error message appears, then go back to step 6)

10) Once all checks to make sure your backup set is valid, you will be able to restart your organization once you click on finish. NOTE: You should NOT use this functionality for mass deletion of records (Salesforce provides mass delete operation.

Beginner level, tools to help complete task

Excellent understanding of Salesforce – Ability to script in CSV or excel formats – Notepad++ or another advanced text editor – ability to read FLS files

  1. Login https://loginsalesforce.com/
  2. Navigate to Setup
  3. Click Data Management
  4. In the Backup and Restore section, select Data Backup
  5. In the Select Components screen, you can backup all your components or individual ones. Choose what works best for you and click Next.
  6. The next page is where you can create a new org or overwrite existing data in an existing org with the backup set that you’re creating now. If you aim to overwrite a complete org, you’ll probably want to check ‘Create a new organization’ and fill out some basic information about it(Standard/Unlimited, etc..) However, if this is not what you intend to do, make sure the ‘Include an existing organization’ option is selected and fill out the organization information. The org you’re supposed to choose is the one that needs data restored into it.
  7. This page will ask you to select where you will upload your backup file, either inside your org or externally, by FTP. If you want control over where everything goes, ensure the ‘Upload this file externally’ option is selected. Now provide the path and click Next.

Note: Username & Password are required, which can be found here – http://salesforce.staging.wpengine.com/services/external/upload/settings/custom-settings/#upl oad_usernameandpassword

  1. Specify where to save your current backup set, then assign a name for it and hit Next.
  2. Review the information that you have provided, then hit Finish.
  3. Verify that all your components are correctly listed in the Restore Files link and click OK to begin the process. This will take a few minutes, depending on how big your backup file is. If it fails to create new or overwrite existing records, make sure you have an active connection with your org the entire time from the 8th step onwards. If this still does not fix it, try running a full system check from the Setup –> Data Management –> System Check page and seeing any inconsistencies between what has been backed up and what needs to be overwritten for your org.

Once you’re done selecting where to save your backup file, & giving it a relevant name, click on Save. Review the information that you have provided, then hit Finish. The last step of this process allows Salesforce to verify that there are no existing objects with the same names as the backed-up data. (If an error message appears, then go back to step 6). You can check what records were restored by clicking on the Restore Files link located under the “components included” section. Done! Your data has been successfully backed up and is ready for restoration in another org if needed.

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