Use Salesforce Backup & Recover Next to protect your Salesforce data from loss or corruption, recover from data incidents quickly, and simplify your overall data management strategy. Protect your organization from permanent data loss and corruption by automatically generating backups. Manage what data to back up, identify changes easily, and use precise data restoration tools to recover data affected by integration issues, system errors, or user error in just a few clicks.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Performance, and Unlimited Editions with the Backup & Recover Data and Backup & Recover Files add-on licenses |
After you enable Salesforce Backup & Recover Next, a full backup of your existing data is created and stored. This backup is ready to serve as the base of a restore if there’s an unwanted or unexpected change to your data.
After the initial backup completes, a daily incremental backup runs. This incremental backup records any changes made to your data, including records added, records changed, and records deleted. These changes are compared against the last backup to create a new up-to-date backup, without overwriting or affecting the previous backup. These incremental backups are faster than running a full backup every day and more likely to result in a successful backup that you can use to recover from data loss.
On Sundays, a full backup runs to ensure accuracy. This backup also acts as the base for the backups that follow throughout the week. If you run more than one backup a day, all subsequent backups are incrementals, even on days with a full data backup.
- Assign the Salesforce Backup & Recover Next Permissions
Use Backup & Recover Next permissions so that users can run backups, configure specific settings, and run Backup & Recover Next activities. Assign them to profiles or permission sets to give your users the specific permissions that they need in Backup & Recover Next. - Choosing a Backup Region
When you set up Salesforce Backup & Recover Next, you select a region to store your backup data. The region determines the physical location of your backed-up data and can differ from your Salesforce org's region. After setup, you can't change your backup region. - Configure Salesforce Backup & Recover Next Settings
After installing the Salesforce Backup & Recover Next app and assigning permissions, configure various settings for your backups. - Enable Backups in Salesforce
After configuring your backup settings, enable backups for your org and run your first backup. - View Backup Data
The Backup tab provides a full overview of all your backups. View backup information at a high level, or select a backup and see the included objects and details. - Search for Terms in Your Backups
Find specific records across your backup data history. Search for records that contain a keyword or phrase and filter the search by object and backup date range. Add conditions to narrow the search results further. - Compare Your Backups
Identify record changes between two Salesforce backups by comparing them. Quickly spot additions, modifications, and deletions to ensure data accuracy and integrity. - Restore Your Data
Recover from data corruption or loss event by restoring backed-up records and their deleted child records in Salesforce Backup & Recover Next. - Audit Backup & Recover Next Events
You can download the audit log for a detailed record of all events in Backup & Recover Next, including who initiated the event and when. Events are stored for up to a year. - Backup and Recover Next REST API
Use the Backup and Recover Next REST API to start backups, browse backup data, and review audit events from your own applications. - Salesforce Backup & Recover Next Considerations
Before using Salesforce Backup & Recover Next, review these considerations.