Step 6. Configure Hierarchy Settings
At the Verify step of the wizard, Veeam Backup for Salesforce will check whether all child objects related to the root object selected at step 4 have backups. You must thoroughly review the list of these child objects and confirm whether they can be safely deleted from Salesforce. To do that, select the Confirm permanent deletion check box.
Even if a child object is not displayed in the list (which means it has a backup), Veeam Backup for Salesforce will not be able to archive this object if it is linked to the root object using any relationship other than master-detail relationship, required lookup field relationship, or optional lookup field relationship with the Delete this record also option enabled. For more information on object relationships, see Salesforce documentation.
Tip |
If you want to keep any of the child objects, edit the data protection settings of the backup policy that protects the Salesforce organization to which the parent object belongs, run the policy to create an incremental backup — and then, modify the archival policy settings to check whether the necessary child objects now have backups. |
You must also verify whether the user that is used to perform the archival operation is assigned the permissions required to archive the selected Salesforce object. To do that, click the Not verified yet link and wait for the check to complete. If any of the permissions are missing, you must grant them in the Salesforce console manually as described in Salesforce documentation.
