Step 5. Configure General Settings

At the Options step of the wizard, you can select an archival schedule, specify API request and safety control limits and run the policy in the test mode.

Schedule Settings

In the Schedule section, choose whether you want to launch the policy every day, every week, every month or according to a custom schedule. For a custom schedule to be displayed in the list of available schedules, it must be created for the company selected at step 1 as described in section Creating Backup Policies.

Test Mode Settings

In the Test mode section, you can choose whether you want to run the archival policy in the test mode without actually deleting any data. To do that, select the Run in test mode check box — and then, either wait for the policy to run according to the selected schedule or run it manually after you finish working with the Add Archival Policy wizard. When the policy completes, follow the instructions provided in section Viewing Archival Policy Sessions to view the number of records that will be archived for both the selected object and all its child objects.

Safety Settings

In the Safety controls section, you can specify the maximum number of root records that can be archived in one archival session. If the number of records that you want to archive exceeds the specified limit for an archival session, the records that have not been archived yet are marked as "deleted" in the backup. These records will be removed during subsequent archival sessions that are launched manually or according to the configured schedule.

You can also set the deepest level of child object hierarchy for Veeam Backup for Salesforce to be able to delete child objects that are linked to the root object selected at step 4 using restricted relationships. Veeam Backup for Salesforce always deletes child objects that are linked to the record using master-detail relationship, however the product does not delete child objects that are linked to the record using restricted relationships — required lookup field relationship or optional lookup field relationship with the Delete this record also option enabled.

API Request Limits

You can also specify thresholds for REST API and BULK API requests that must not be breached during archival operations since the total number of API requests that can be sent to Salesforce within 24 hours is limited for each Salesforce organization — this will help you ensure that Veeam Backup for Salesforce does not conflict with other applications that use API requests for integration with Salesforce. To do that, click Set API limits and enter the necessary threshold values (in percentage) in the Set API limits window.