How to schedule export or take the backup of Salesforce?

Hi Madhulika,

You can schedule export or take the backup of salesforce by following steps-

1. Sign in with the admin rights

2. in right upper corner click on your user ID and select Setup

3. In new screen go to the left down and under Administration Setup click Data Management

4. Under Data Management click Data Export

5. Now select the format, select more option and under Exported Data you can now select one or INCLUDE ALL DATA to export everything

6. Click on Start Export

7. You will see messages that the export started and you will be notify once the process completed

8. Once you receive email with the link, click the link and you will be able to download the entire data backup in zip file. Once you unzipped the file, you have it in Excel CVS format and you can now keep it on side for archive or modify the file offline.

If you are an Enterprise edition customer you can schedule a weekly backup by going to

Setup –> Administration Setup –> Data Management –> Data Export

Steps:

1. Sign in with the admin rights

2. in right upper corner click on your user ID and select Setup

3. In new screen go to the left down and under Administration Setup click Data Management

4. Under Data Management click Data Export

5. Now select the format, select more option and under Exported Data you can now select one or INCLUDE ALL DATA to export everything

6. Click on Start Export

7. You will see messages that the export started and you will be notify once the process completed

8. Once you receive email with the link, click the link and you will be able to download the entire data backup in zip file. Once you unzipped the file, you have it in Excel CVS format and you can now keep it on side for archive or modify the file offline.

Thanks