Data Backup
To back up data of Salesforce organizations, Veeam Backup for Salesforce runs backup policies. A backup policy is a collection of settings that define the way backup operations are performed: what data to back up, where to store backups, when to start the backup process, and so on. Note that each Salesforce organization can be protected by only one backup policy in one Veeam Backup for Salesforce installation.
When creating a backup policy, you can instruct Veeam Backup for Salesforce to do the following:
- Back up Salesforce object data and metadata. For the full list of Salesforce metadata that can be backed up, see Salesforce Documentation.
- Back up files associated with Salesforce objects.
- Back up documents, including ContentDocument, FeedAttachment and QuoteDocument objects. Chatter objects are also supported.
- Exclude specific objects and fields from the backup scope.
- Automatically protect new objects and fields.
- Apply different schedules to launch separate backup sessions for different groups of objects.
- Configure retention policies to remove backed-up data that is older than a specific retention period.
- Encrypt record fields and files at rest.
How to Protect Salesforce Organizations
To create a backup policy, complete the following steps:
- Check considerations and limitations.
- Add a Salesforce organization.
- Connect a database that will be used to store backed-up data.
- Complete the Add Backup Policy wizard.
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