Scheduling Backup for your Salesforce Org

Once you are done with the selection of metadata types, objects (and its fields) by following the steps as mentioned HERE, set up when you would like to carry out the Org Backup operation.
  • Give a name for the backup operation.
  • Select the Backup Type for both metadata and data members.
  • Full-Backup: Full backup is a method of backup where all the files and folders selected for the backup will be backed up.
  • Incremental-Backup: An incremental backup operation will result in copying only the data/metadata that has been changed since the last backup operation. The modified time stamp on files is typically used and compared to the time stamp of the last backup.
  • Enable Bulk API: If enabled, Vault provides a quick way to load large number of data into Salesforce. Vault takes advantage of it to communicate with Salesforce as efficiently as possible and minimize the number of Salesforce API calls used.
  • Next, choose the frequency for backup i.e., either daily, weekly, monthly or at any specific interval.
    Say, you want the schedule the backup process to run every 4 hour, then select the Specific option and mention the time frame as 4 hour.
    Another example: To schedule the backup to run everyday at 7 AM, then in such case, select the Daily option and set the time as 7 AM.
  • Click Save Config.
  • The next screen will display the summary list of Metadata and Data members selected for your Salesforce and the manner in which the backup will be carried out. Refer the screenshot below.
  • Click Save. A confirmation message will get displayed stating the backup is successfully configured for your Salesforce org.
  • You will be next redirected to the Salesforce Registration page where you will find your newly added Salesforce org registered with Vault and the backup configured for it.
  • Additional options:
  • Schedule: The user can either enable or disable the backup schedule of a Salesforce org temporarily by sliding the Schedule icon either right or left side.
  • Backup Config Details: Click on the icon to view the list of metadata/data members of Salesforce org that will be backed up based on the process scheduled.
  • Actions (Edit/Delete):  The user can either delete the backup scheduled using Delete () icon or update the metadata/data components from being backed up using Edit () icon.
  • Last Backup Status: Last backup activity status will be displayed in this section.