Protect your organization from permanent data loss and corruption by automatically generating backups. With just a few clicks, your data is backed up and can be restored quickly in the event of integration errors, malicious attempts, or incorrect data updates. Use Backup & Restore to prevent data loss, recover from data incidents quickly, and simplify your overall data management strategy.
Where: Backup and Restore is available for Lightning Experience in Professional, Enterprise, Unlimited, and Performance editions.
Who: Backup & Restore requires a platform license and a permission.
Why: With Backup & Restore, you can protect your organization against incorrect data updates, integration execution issues, malicious actors, and ransom ware attacks. Backup & Restore provides:
- Custom and Standard Object backups
- Daily incremental backups
- Backup in the same region
- Backup-to-Current-State comparisons
- Record previews before restoring
- Restoration to original org
- Backup dashboard & statistics
- Run logs on which to build custom triggers and flows
How: When you log in to Backup & Restore, the dashboard displays all recent backups and API activity. If it’s your first time using Backup & Restore, use the Settings tab to provision resources, connect to Backup & Restore by enabling OAuth, or test end-to-end connectivity. These are settings you set just once during setup.
- To create a backup policy, on the Backup tab, click the Data tile, and click Next. You’ll see all the objects that can be backed up in this tab. Click Save after activating and selecting Related Objects.
- To restore a backup, on the Restore tab, click the Data tile, and click Next. Select the backup you want to restore from, then click Restore and then Confirm.
- To get information on previous backup and restore activity, click the Logs tab.
Prevent Data Loss with Backup and Restore (Generally Available) (salesforce.com)