Back up Salesforce data step-by-step: 1. Log in to your Salesforce. Then click on the gear in the right upper corner and choose Setup in the drop-down menu. 2. On the Setup page, use the search field on the left side of the screen to find Data Export.
Full Answer
What is the difference between backup and archive in Salesforce?
Unlike backups, archives should be available to specific users, preferably directly within the associated Salesforce platform records. The data archive storage location is entirely dependent on your organization's users and use cases.
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 is all Salesforce data archiving?
All Salesforce data is archived and stored in its native format, so you can secure it, search it, and leverage AI and ML once it’s archived in the cloud. Plus, you can extract it at any time, with zero data ransoming or additional charges.
What should you look for when archiving and backup your data?
When considering your archiving and backup options, you should look into the best modern technologies available to save yourself time and avoid manual processes and ensure your company maintains consistent data archival and protection.
Where is archived data stored?
Data archives can be stored on low-cost hard disk drives (HDDs), tape or optical storage that is generally slower than performance disk or flash drives. Archive storage also reduces the volume of data that must be backed up.
Does Salesforce have an archive for data?
An archive includes historical, rarely-used Salesforce data located out of production. Upon archiving, the information moves to long-term retention for future use. Archiving is about selecting subsets of data from production environments to move to external, long-term storage.
Does Salesforce keep backups?
In addition to the recently reintroduced Data Recovery Service, Salesforce continues to offer other native backup options to its customers. Salesforce's Weekly Data Export enables you to download a set of CSV files once a week for a specified set of standard or custom objects.
What are archived 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.
How do I archive files in Salesforce?
To archive or delete content files:On the Libraries, Content, or Subscriptions tab, click the name of the file you want to remove.On the Content Details page, click Edit | Archive Content or Edit | Delete Content.
How do I backup a Salesforce database?
Salesforce provides a few options that can be used for simple backups out-of-the box:Manual data export (Setup → Data Management → Data Export)Data export via reports.DataLoader import/export.Metadata backup via the Package Manager (Setup → Package Manager)
How do I restore a backup in Salesforce?
Unlike the Weekly Export, however, you CAN use the Data Loader tool to restore data into Salesforce.Create Backup CSV Files and/or Schedule Export. ... Isolate the Missing Data. ... Create Restore .CSV Files. ... Build an External ID. ... Restore Files in the Correct Order. ... Confirm Imports Were Successful.
How do I access the recycle bin in Salesforce?
Salesforce admins can see all deleted data across the entire org. The Recycle Bin is available in the left sidebar on the Home page....Search for Items in the Recycle BinChoose My Recycle Bin or All Recycle Bin. ... Enter your search terms. ... Click Search.
What is data backup and recovery?
Backup and recovery describes the process of creating and storing copies of data that can be used to protect organizations against data loss. This is sometimes referred to as operational recovery.
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 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 query a deleted record in Salesforce?
Query deleted records in Salesforce can be accessed via a SOQL query in APEX as below. The above is used to query deleted records in Salesforce from the Account object. If you have access to Salesforce Workbench, you can Query Deleted Records in Salesforce by just enabling the 'Include Deleted and Archived Records'.
What tool to use to schedule backups?
Use a tool like Data Loader to schedule backups.
Can institutions determine which data is being actively used in Salesforce?
Institutions often can’t determine which data is being actively used in their Salesforce orgs.
Can you access archived data without restoring it?
Ensure the location you choose to store archived data has its own reporting tools so you can directly access the data without restoring it.
Should Salesforce backups be encrypted?
If data is encrypted in your Salesforce org for regulatory or other reasons, backup copies should be encrypted too.
What is Salesforce archive?
An archive includes historical, rarely-used Salesforce data located out of production. Upon archiving, the information moves to for future use. Archiving is about selecting subsets of data from production environments to move to external, long-term storage.
Why do you need a Salesforce backup?
You can use your data backup as a copy of your entire Salesforce production/sandbox environment to quickly restore in the event of accidental data loss or corruption caused by human error, bad code, or malicious intent.
What is standard archiving in Salesforce?
Then standard archiving – That is really just about keeping that historical data archive – moving data off the standard Salesforce platform into cold storage where it is available if needed.
Can Bing be used for Salesforce?
Bing your big data to Salesforce for custom Lightning apps with all of your data. This means leveraging big objects to store data from multiple applications, not just Salesforce, and then being able to create custom applications on the Salesforce Platform using that big data. Maybe for a 360 degree view of the customer or an operational risk management application.
What is archive360?
Archive360’s integrated archiving and information management platform deliver s integrated archiving and management for all your Salesforce data . Unlike other archiving products that only manage emails (and attachments) and Chatter, with Archive360 your can archive and manage your all Salesforce CRM data and communications - emails with attachments and Chatter.
Why is Salesforce so slow?
In addition to bumping up against your allocated storage limitations, growing volumes of data also cause Salesforce to become slow and unresponsive. Once again, you face the choice of buying additional storage, deleting data, or archiving it.
Does Archive360 work with Salesforce?
Archive360 for Salesforce ensure your Salesforce is infinitely scalable, so you don't need to keep buying additional Salesforce storage. Automatically manage your Salesforce storage limitations and reduce costs by purging your Salesforce data.
Is Salesforce data stored in the cloud?
All Salesforce data is archived and stored in its native format, so you can secure it, search it, and leverage AI and ML once it’s archived in the cloud. Plus, you can extract it at any time, with zero data ransoming or additional charges.
What is Gmail backup?
Gmail Email Backup Tool ( https://www.mailconvertertools.com/gmail-email-backup/ ) provides an automated interface to back up the Gmail Emails. Backup Gmail account mailbox in various file formats such as AOL, OST, DOCM, TXT, PNG, TIFF, DOCX, GIF, JPEG. One can utilize the utility to store their Gmail messages in file extension according to preference. Moreover, one can open a suitable file format on the Windows platform smoothly.
Why isn't zip export available in Apex?
The reason why this is not available is probably to secure your business data from unautorized scripts. In fact as a part of the doucmentation
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 stop restoring data?
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. For customers who aren’t proactively backing up their data, Salesforce currently offers this last resort Data Recovery service. However, at a cost of over $10,000 and a 6-8 week recovery time this service is not an adequate option for many customers. 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.
Why propagate data to sandboxes?
Propagate data to sandboxes for faster innovation and ideal environments to safely develop, test, and train with Enhanced Sandbox Seeding.
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 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 ...
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.
Why Archive AND Back-Up Salesforce Data?
As part of the last leg of the data lifecycle marathon , archiving is meant to help your business solve the common challenges associated with having too much data in Salesforce. These include:
What is Salesforce data backup?
You can use your data backup as a copy of your entire Salesforce production org or sandbox environment to quickly restore in the event of accidental data loss or corruption caused by human error, rogue integrations, bad code, or malicious intent. A comprehensive strategy requires a full backup of your data, metadata, schema, and attachments. It's best to store backups in cold, semi-available, low-cost storage.
What Are Salesforce Archiving Best Practices?
As you examine your options for archiving solutions, keep the following in mind.
What is Salesforce archive?
An archive includes historical, rarely-used Salesforce data located out of production. Upon archiving, the information moves to long-term retention for future use. Archiving is about selecting subsets of data from production environments to move to external, long-term storage. When archiving, you should keep information in warm, available, low-cost storage. (Hot data is the data in your production environment, warm data is accessed less frequently and stored on slightly slower storage outside of production, and cold data is rarely accessed and stored on even slower storage outside of production.) While it's not necessary to include metadata in your archives, metadata protection is highly-recommended for backups.
How often should you archive an object?
Determine the right archiving frequency. For the majority of companies, this would occur monthly, quarterly, or semi-annually. You should create and manage archiving policies that automatically archive an object.
Why is archive important?
Exceeding your data and file storage limit, causing increased storage costs. Archiving will help you purge the system of data that is of limited day-to-day value.
Why is audit trail not a backup?
You never know what the scope of a data loss will be in the future. Relying on field level changes on a subset of objects as a reliable backup solution is a fundamentally flawed strategy.
Learning Objectives
- After completing this unit you’ll be able to: 1. Explain the difference between data backup and data archive. 2. Describe best practices for data storage strategies.
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: 1. Data for prospects who may or may not enroll. 2. Student data that needs to be kept for varying lengths of time. 3. Alumni data that potentially spans decades. Schools need to be in…
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...
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. One common practice is to continue to store aggregates of …
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. When you’re ready to dive deeper into data strategy for education, continue on to the Constituent-Centric Data Strategies for Educationmodule linked in …
Resources
- Trailhead: Constituent-Centric Data Strategies for Education
- Trailhead:Data Management