Performing Backup

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    Only users assigned the Administrator or Backup operator roles can perform backup operations in Veeam Backup for Salesforce. Users can perform backup operations within their permission scope — only for companies and organizations which data they have access to.

    To perform backup 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. One backup policy can be used to protect one Salesforce organization.

    When performing the initial configuration, a user adds a Salesforce organization, and specifies a schedule for the backup policy that will protect this organization and a database that will be used to store backed-up data and metadata. This policy is created automatically by Veeam Backup for Salesforce and has the following preconfigured settings: backup of files and attachments is disabled, restore points created for Salesforce objects are stored for 1 year. You can edit these settings as described in Editing Backup Policies.

    If you want to back up more Salesforce organizations, you can create new backup policies. Each Salesforce organization is protected by one backup policy.

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