Step 4. Enable Backup of Files and Attachments

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

    1. 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:

    • The location used to store backed up files and folders is created automatically by Veeam Backup for Salesforce for each organization and cannot be changed manually by a user. If you remove the backup policy and then create a new policy for the same organization, Veeam Backup for Salesforce will use the same location for this organization.
    • It is recommended to 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.
    1. In the File backup options section:
    • To back up Salesforce Attachment Objects, select the Attachments check box.
    • To back up the Salesforce Content, select the Content, Documents, Mailmerge templates, etc check box. Veeam Backup for Salesforce will back up all types of Content such as EmailCapture, MobileApplicationDetail, MailmergeTemplate, QuoteDocument, ContentNote, ContentDocument, ContentVersion, Document.

    Important

    In Veeam Backup for Salesforce v1, you can back up but cannot restore using in-built product functionality the following types of content:

    • EmailCapture
    • MobileApplicationDetail
    • MailmergeTemplate
    • QuoteDocument
    • ContentNote

    The restore functionality for these content types will be added in forthcoming versions.

    Selecting Files