how to backup archived data and delete in salesforce

How do I backup my Salesforce Org?

Salesforce recommends working with a “partner backup solution that can be found on the AppExchange,” like OwnBackup. With OwnBackup, you can schedule full Org backups, including metadata, multiple times per day. Restoring your data is just as simple.

What happens to your deleted data when Salesforce retires?

The upcoming retiring of this last resort Data Recovery service is an excellent opportunity to remember that a proactive backup and recovery has always been a required and recommended best practice. Salesforce provides you with a recycle bin, but this also has numerous restrictions. Your deleted data is held in the recycle bin for 15 days.

Does Salesforce have a recycling bin?

Salesforce provides you with a recycle bin, but this also has numerous restrictions. Your deleted data is held in the recycle bin for 15 days. If your recycle bin is full, deleted data is permanently deleted. Also, users can delete their own recycle bin data, so your data won’t be safe against malicious users.

How do I archive and restore my content?

On either the Libraries or Subscriptions tab, or on the Content Details page, go to the Recycle Bin. Select the checkbox for the content file you want to restore, and click Undelete. Authors can always archive and restore their own content. Authors do not require the Archive Content library permission option.

How do I delete an archived Salesforce activity?

Archived activities can be exported and/or deleted through API with Data Loader. To delete an archived activity you must have their record Ids which can be obtained directly from the record, through a report, or exporting the information with the Data Loader.

Can you backup Salesforce data?

Required Editions and User Permissions. Your Salesforce org can generate backup files of your data on a weekly or monthly basis depending on your edition. You can export all your org's data into a set of comma-separated values (CSV) files.

Can we archive records in Salesforce?

Archiving lets you continue to store files in Salesforce without them being in a library or exposed in search results. Deleting files moves them to the Recycle Bin, where files remain for 15 days before being permanently, automatically deleted. Within 15 days of deleting a file, you can restore it from the Recycle Bin.

How do I backup all data in Salesforce?

0:004:25How to Export Backup Data from Your Org - YouTubeYouTubeStart of suggested clipEnd of suggested clipThank you for joining this quick how-to screencast brought to you by salesforce support to see moreMoreThank you for joining this quick how-to screencast brought to you by salesforce support to see more content like this hit subscribe in this video we are going to learn how to export backup data from

How do I backup my data?

Automatically back up your phoneOpen your phone's Settings app.Select Google. Backup. Optional: If this is your first time, turn on Backup by Google One and follow the on-screen instructions.Tap Back up now.

What is Salesforce Backup and Restore?

At launch, Backup and Restore will let customers automate daily backups of standard objects, custom objects, and files and attachments in Salesforce. Customers will also be able to restore backed-up data into orgs and automatically delete old backups after designated time intervals.

How do I update archived records in Salesforce?

Lightning Experience Clicking View All (2) in the Activity History related list opens the Activity History tab. In the Activity History tab, you can sort entries. Click the subject (1) to open and edit activities, including archived activities, or use the row-level dropdown (2) to edit or delete activities.

How do I unarchive a record in Salesforce?

You only need to call update() using just records by Id value (you just "touch" the record). They will be restored upon saving.

How do I view archived records in Salesforce?

View archived activities in these locations in Salesforce Classic:In the Activity History related list or by clicking View All.In the printable view of the record in the Name or Related To field.Using the URL for the activity, if you know it.

How do I mass delete records in Salesforce?

From Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records and click the link for the type of record to delete. Review the information that is deleted with the records. Specify conditions that the selected items must match, for example, “State equals California.”

How do I backup an object in Salesforce?

Just go to the Filtering tab in Add data backup job and select the objects you need. You're free to select whichever objects you want, but you'll notice that certain objects are selected by default. This default selection is based on Gearset's extensive experience working with Salesforce data.

How long does a backup data export remain on Salesforce CRM before it is automatically deleted?

Export files are available to download for 48 hours after completion.

Data Archiving and Backup Salesforce

Learn the techniques, patterns and strategies when it comes to handling data archiving, backup and restore in Salesforce. Data Archiving in Salesforce has proved to be one of the most adopted approaches when it comes to managing data growth & optimizing storage usage.

Introduction to Data Tiering

Data tiering is the process whereby data is shifted from one storage tier to another. It Allows an organization to ensure that the appropriate data resides on the appropriate storage technology in order to

Data Archiving and Backup Options & Architecture

ON Salesforce Platform : Let see how many pattern are available for data archiving and backup in Salesforce on platform.

Archiving On Platform

Let see how many pattern are available in Salesforce for on platform data Archiving.

Pattern 2: Salesforce Big Objects and Async SOQL

Big Objects are delivered through the Lightning Platform with known tools like Apex and SOQL, to store, manage, query, and view millions to billions of records without the need for complex external systems and integrations.

Archiving OFF Salesforce Platform

let see which all option available for off Salesforce platform solutions.

Pattern 3: Replicate records to local data repository such as a Data Lake and delete them from Salesforce

The system of records is Salesforce, but once the record is not needed anymore by the Business, it will be moved out from Salesforce and injected into an external application such as a Data Lake. Following an example of how the architecture might look like, but it depends on business requirements defined as part of the Data Archiving.

How long does Salesforce keep data?

Salesforce provides you with a recycle bin, but this also has numerous restrictions. Your deleted data is held in the recycle bin for 15 days. If your recycle bin is full, deleted data is permanently deleted. Also, users can delete their own recycle bin data, so your data won’t be safe against malicious users.

When will Salesforce retire?

Salesforce recently announced that they will be retiring their last-resort data recovery service, effective July 31, 2020 because it has not met their high standards of customer success and trust.

Is Salesforce data safe?

This is part one of a five-part series on methods for backing up your Salesforce data. Salesforce is a secure place to house and manage data, but it has limitations when it comes to data backup and recovery. There are DIY options for backing up and recovering Salesforce data, but these can be time-consuming and less secure.

Is Salesforce backup secure?

There are DIY options for backing up and recovering Salesforce data, but these can be time-consuming and less secure. Plus, the costs of allowing your company data to get deleted or corrupted in the first place can add up.

Does Salesforce have a backup?

Salesforce’s Backup and Recovery. Salesforce replicates your live environment in real time, which means that any records you delete (accidentally or not) will no longer be available to recover. This is great for Salesforce's own uptime and availability, not great for your company's backup and recovery. Salesforce recently announced that they will ...

Data Storage in Education

Education institutions manage high volumes of complex, sensitive data like test scores, financial records, grades, and more. Data is constantly coming in and out, and there’s a lot of it. For example:

Data Backup

When you back up data, you make a copy of the records currently in your institution’s Salesforce org and save the copy elsewhere without changing or removing the original records. The goal of data backup is to create an accessible copy of your data that can be loaded into your org if your active data gets damaged.

Data Archive

Like data backups, archived data is stored outside of your Salesforce org, but that's where the similarities end. When you archive data, your goal is long-term storage of records you may need to access for reasons like compliance. Archived data doesn’t need to be in your active Salesforce org, but it should still be accessible.

Which Method Is Right for My Institution?

Most likely, your institution will need to employ both data backup and data archive. Refer to the data storage strategies for each method and consider which types of data would be best served by backups and archives, respectively.

Introduction

As your business grows, you’re going to be gathering more and more clients, which means you’re collecting more and more data about them as well – new Opportunities to do business with them, new Activities every time they send an email or give you a phone call, and new Cases to help them out on their journey with your business.

What Is Data Archiving?

Imagine it this way: you have a pig-shaped money box, like the one you likely had as a child. Every day, you diligently save your hard-earned coins by putting them in the moneybox. Eventually, there comes a point in time where your money box is full – which is great! The only problem is that you want to keep saving. You have a few options:

Data Archiving Solutions

There are a number of data archiving methods and best practices that you’ll need to consider when creating a data archiving strategy and selecting the right Salesforce data archiving tool for your business.

Differences Between Data Backup and Archive

The difference between a data backup and data archive is quite simple: when you backup your data, you’re taking a copy that can be accessed if things go wrong.

Summary

So, there you have it! Now you know all about Salesforce Data Archiving, methods of how to archive your Salesforce data off the platform, as well as some best practices in doing so. You’re also now aware of the difference between data backup and archiving, and how to put together a data archiving strategy that best suits your business.

Learning Objectives

Data Storage in Education

Data Backup

• When you back up data, you make a copy of the records currently in your institution’s Salesforce org and save the copy elsewhere without changing or removing the original records. The goal of data backup is to create an accessible copy of your data that can be loaded into your org if your active data gets damaged. Backups should be retained as long...

See more on trailhead.salesforce.com

Data Archive

Which Method Is Right For My Institution?

Resources