Creating Backup Policies

When you create a new backup policy to protect a Salesforce organization, you can instruct Veeam Backup for Salesforce:

  • To back up Salesforce object data and metadata.
  • To back up files and attachments associated with the Salesforce objects.
  • To exclude specific objects and fields from the backup scope.
  • To automatically protect new objects and fields.
  • To apply different schedules used to launch backup sessions for different groups of objects.
  • To remove the backed-up data according to the specified retention settings.

To create a backup policy, complete the following steps:

  1. Launch the Add Backup Policy wizard.
  2. Configure connection to a Salesforce organization.
  3. Configure policy schedule and backup options.
  4. Enable backup of files and attachments.
  5. Configure retention settings.
  6. Finish working with the wizard.