Step 4. Enable Backup of Files and Attachments

Important

This option is available only if you have assigned the Query All Files permission to your Salesforce user. For more information, see Permissions.

At the Files step of the wizard, to back up Files, Content, Documents and Attachments, do the following:

Set the Backup files and attachments toggle to On.

Veeam Backup for Salesforce will display the local directory on the management server that will be used to store the backed-up files in the Location to store files field.

Note

Consider the following:

Note that for each protected organization, the product automatically creates a subfolder with a unique name containing the organization ID that cannot be modified. Therefore, if you remove a backup policy and then create a new policy for the same organization, Veeam Backup for Salesforce will use the same backup location for this organization.
It is recommended that you mount additional storage to the specified location to prevent the shortage of storage capacity. When you configure a backup policy, Veeam Backup for Salesforce verifies whether disk space available in the specified directory is enough for the amount of data that will be backed up and raises a warning in case of insufficient storage capacity.
If you remove the backup policy, data stored in the specified location will not be removed automatically. If you do not need the backed-up files and attachments anymore, you must delete them manually.

In the File backup options section, select the type of data that you want to back up.

Important

In Veeam Backup for Salesforce, you can back up but cannot restore using in-built product functionality the MobileApplicationDetail and MailmergeTemplate type of content. The restore functionality for these content types will be added in forthcoming versions.