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Backup scope and filters

The scope controls exactly what a backup captures. You set it when creating the backup and can adjust it later.

All objects or specific objects​

  • All objects — captures every object the connected Salesforce user can read. This is the right default for a safety-net backup: new objects added to your org are picked up automatically.
  • Specific objects — captures only the objects you select. Use this for focused backups, for example a frequent backup of just your high-value objects.

[SCREENSHOT REQUIRED: Backup creation form showing the choice between all objects and specific objects]

Choosing specific objects​

When you pick Specific objects, the form loads your org's objects live, with quick-scope buttons (All custom, All standard, Clear all), a search box, and each object's approximate record count. You can select up to 1,000 objects — beyond that, use an all-objects backup.

Per-object record filters​

Each selected object can carry a filter so that only matching records are captured. Filters use Salesforce condition syntax — the same expressions you'd write after WHERE in a SOQL query:

  • CreatedDate >= LAST_N_DAYS:365 — only records created in the last year.
  • StageName = 'Closed Won' — only won opportunities.
  • RecordType.DeveloperName = 'Customer' — only a specific record type.

Click the check icon next to a filter to validate it against your live org before saving — you'll see either "Valid filter — N records match" or Salesforce's exact rejection message.

tip

Filters are a scoping tool, not a security tool — anyone who can access the snapshot sees all captured records. To limit who can see backups at all, use Access Management.

Files​

An All objects backup captures all records and all files in every snapshot. With Specific objects, files are included only if you select file objects (such as ContentVersion or Attachment). If a run ever hits the platform's per-object file cap, it is reported as incomplete rather than silently truncated.

What the connected user can see​

A backup can only capture what the connected Salesforce user is allowed to read. If objects or fields are missing from your snapshots, check that user's profile and permissions in Salesforce — many teams use a dedicated integration user with broad read access for exactly this reason.