Creating Backup Policies

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    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.