Backing Up Data from Salesforce

You can generate backup files manually once every six days (for weekly export) or 28 days (for monthly export). You can also schedule backup files to generate automatically at weekly or monthly intervals.

Click Your Name | Setup | Data Management | Data Export and Export Now or Schedule Export.

  1. The Export Now option prepares your files for export immediately. This option is only available if enough time has passed since your last export.
  2. The Schedule Export option allows you to schedule the export process for weekly or monthly intervals.
  3. Select the desired encoding for your export file.
  4. Select Include images, documents, and attachments and Include Chatter files and Salesforce CRM Content document versions to include these items in your export data.
  5. Select Replace carriage returns with spaces to have spaces instead of carriage returns or line breaks in your export files. This is useful if you plan to use your export files for importing or other integrations.
  6. If you're scheduling your export, select the frequency (only available for organizations with monthly exports), start and end dates, and time of day for your scheduled export.
  7. Under Exported Data, select the types of data to include in your export. We recommend that you select Include all data if you are not familiar with the terminology used for some of the types of data. Note the following:
  8. Formula and roll-up summary fields are always excluded from exports.
  9. If your organization uses divisions, data from all divisions is included in the export.
  10. If your organization uses person accounts and you are exporting accounts, all account fields are included in the account data.
  11. If your organization uses person accounts and you are exporting contacts, person account records are included in the contact data. However, the contact data only includes the fields shared by contacts and person accounts.
  12. For information on field limitations, see the Salesforce Field Reference Guide.
  13. Click Start Export or Save.

Inca Clinic creates a zip archive of CSV files and emails you when it's ready. Exports typically finish within 48 hours of submission, and large exports are broken up into multiple files. Follow the link in the email or click Data Export to download the zip file. Zip files are deleted 48 hours after the email is sent. The 48-hour time limit doesn't include weekends, which means if your download file is ready on Thursday at 4 p.m., that file isn't deleted until Monday at 4 p.m.

backup_data.txt · Last modified: 2013/02/07 14:49 by richard
 
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