Editing Backup Policies
For each backup policy, you can modify settings configured while creating the policy:
- Navigate to the Backup tab.
- From the organization drop-down list, select a Salesforce organization for which the backup policy has been created.
- Select the necessary backup policy.
You can filter backup policies displayed on the Backup tab by using the icons in the Show field at the top of the list. If you select a filter, the settings will apply to all companies and will not change during the current user session. That is why if you do not see the necessary policy in the list, make sure that the All filter is selected.
- Click Edit.
Important |
If you encounter an error while trying to reconnect to the Salesforce organization, check whether the specified credentials belong to a user from the same Salesforce organization. |
- Complete the Edit Backup Policy wizard:
- To choose another database that will be used to protect your Salesforce organization, follow the instructions provided in section Creating Backup Policies (step 2).
- To change the schedule configured for the policy, follow the instructions provided in section Creating Backup Policies (step 3.1).
- To modify the excluded fields and change the specified API limits, follow the instructions provided in section Creating Backup Policies (step 3.2).
Tip |
If an object record that you want to back up contains fields that were specified as filtering conditions in an archival policy, you will not be able to exclude these fields from the backup policy. Edit the filtering criteria settings of the archival policy — and then modify the backup policy settings to exclude these fields from the backup scope. |
- To modify the list of files and attachments that you want to back up, follow the instructions provided in section Creating Backup Policies (step 4).
- To change the encryption settings configured for the policy, follow the instructions provided in section Creating Backup Policies (step 5). Note that if you want to decrypt fields or files, remove necessary fields or files from the Encrypted settings section at the Encryption step of the wizard.
You can also instruct Veeam Backup for Salesforce to run an encryption or decryption job immediately after completing the wizard. To do that, select the Start encryption job immediately after saving the policy check box. If you clear this check box, the product will run the encryption or decryption job an hour after you complete the wizard.
- To change the retention settings configured for the policy, follow the instructions provided in section Creating Backup Policies (step 6).
- At the Summary step of the wizard, review configuration information and click Finish to confirm the changes.
