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Salesforce backup manual#

Third-Party Tools for Versioning in Salesforce However, because Salesforce is a low-code application, source control has only recently become available to low-code admins. Pro-code developers have used version control systems (VCS) for decades. In contrast, versioning offers the targeted rollback of specific changes made during development. With this detailed change history, you can easily pinpoint and undo any change when you need to roll back a change in Salesforce.īackup reverts the entire org to the previous snapshot. It automates many of the tasks associated with maintaining an auditable history of the org’s changes. Versioning involves maintaining an accurate history of all changes made to how the production org is set up in a shared repository. It also improves collaboration across the team. It provides a single source of truth, as well as automation, that lets teams make changes to Salesforce faster and more reliably. Versioning is also referred to as version control or source control.

There are also various third party backup solutions available on the AppExchange. In addition, you can use it to restore data in just a few clicks. It lets you create backup policies that automatically generate backups. Salesforce Backup and Restore offers backup, recover, and restore for Salesforce. Package Manager: Create an unmanaged package of your metadata to save in Salesforce.Migration tool: Java/Ant-based command-line utility for moving metadata between a local directory and a salesforce org.Sandbox refresh: When you refresh a sandbox, the metadata is automatically copied over.Change sets: Copy metadata from production to a sandbox or Developer environment.Many companies back up their data to external cloud storage outside of Salesforce, as well as to hard drives.

Report Export: Manual, on-demand exports of your data using reports.Data Loader: Manual, on-demand exports of your data using the API.

Salesforce backup manual#

Data Export App: Manual or scheduled exports of your data using the UI.

A list of AppExchange partners who offer these solutions can be found here.Īs both native and partner solutions are available to our entire customer base, we have (re)retired our Data Recovery Service.You need to have a defined backup strategy for both your data and metadata. Backup and Restore not only replaces Data Recovery Service but also offers an experience beyond that original service-providing a simple, elegant point-and-click interface to create and manage backups and restore as it best suits your business.Īnd, as always, Salesforce AppExchange is home to a rich partner ecosystem that provides robust backup and restore solutions for customers today. We’ve co-designed these services with customers, and we intend to deliver the performance, speed, and scale you’ve come to expect from the platform while continuing to provide additional ways to innovate and extend these capabilities through our vibrant ecosystem. We are very pleased to announce that in fall 2021, we launched Salesforce Backup and Restore, built natively on the Salesforce Platform. At that time, we heard that you relied on this functionality as your backup and restore strategy, as there was no other Salesforce native capability available. Editor’s note: This post was updated on February 7, 2022, with the latest information and resources.Īs a result of tremendous customer feedback early last year, we reinstated our Data Recovery Service.