-
How to schedule export or take the backup of Salesforce?
How to schedule export or take the backup of Salesforce?
-
1 Reply
-
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.
-
Hi,
If you would like to have daily cloud-based backups of your Salesforce data, then please take a look at CloudAlly. They provide automated daily online backups of Salesforce (including Chatter), Google Apps and more to unlimited Amazon S3 secure storage.
Hope this helps.
-
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
Log In to reply.
Popular Salesforce Blogs
Pave The Way For Salesforce Dynamic Forms
What is the world’s leading CRM? The answer we get is Salesforce. And when they get something huge for their customers, it gets even better!…
Application Event in Lightning Component in Salesforce
As we have discussed Component Events in my previous blog which is also one of the events helps to communicate between two components. Now you…
Is Salesforce CRM the Best Choice for Your Business? Pros &Amp; Cons
Customers are the heartbeat of any business. How effectively you onboard them, manage their relationships, and deliver the solutions they need plays a pivotal role…
Popular Salesforce Videos
Campaigns in Salesforce | Salesforce Tutorial
Salesforce describes campaigns as “a marketing tactic (or series of tactics) that are designed to achieve specific goals such as increased revenue, leads, adoption, etc.”…
Happy 2021 to the Salesforce Ohana
As 2020 comes to a close, the challenges of the past year give way to hopes of a new year full of love, cheer, &…
How Salesforce Supports Military Families
Join Rachel Dishman, Lead Solution Engineer at Salesforce, as she discusses the ways that Salesforce supports military families. By tuning in, you'll hear more about…