Skip to main content

Create a backup

There are two ways to create a backup:

  • New Backup — a classic form. Fastest for "back up everything on a schedule".
  • New Backup Data Studio — a visual builder where you pick a root object and its related objects on a canvas. Best for precise, relationship-aware scopes. See Building a scope — the same builder is used across the platform.

Both start from the Backup page in the sidebar.

The backup form, step by step​

[SCREENSHOT REQUIRED: New backup form with scope and mode options visible]

  1. Name — a recognizable label, e.g. Nightly production backup.
  2. Salesforce org — the connected org to protect. Only one recurring backup is allowed per org; if you need a second one, scope it to specific objects or make it one-time.
  3. Scope — choose one:
    • All objects — every object in the org, all records and all files in every snapshot.
    • Specific objects — only the objects you pick, each with an optional record filter. See Backup scope and filters.
  4. Backup mode — choose one:
    • Full backup — every run captures a complete snapshot of the scoped data.
    • Incremental backup — the first run stores a full baseline, then each run captures only records that were created, updated, or deleted. A fresh full baseline is taken automatically every week. See Full vs. incremental backups.
  5. Schedule — the frequency (One time, Daily, or Weekly), the backup hour (24-hour HH:MM), your timezone, and — for weekly backups — the day of the week.
  6. Storage destination — where snapshots are stored: a bluefactory-managed region, or one of your own cloud storage destinations if configured.
  7. Notifications — optionally email you when a run finishes, and restrict that to failed or partial runs only. See Notifications.
  8. Click Create backup.

A one-time backup runs right away; scheduled backups run at their configured hour (and you can always trigger a run manually).

Schedule outside business hours

Pick a backup hour outside your busiest time — extraction consumes Salesforce API calls, and a quiet window keeps both sides fast.

Creating a backup with Data Studio​

  1. Click New Backup Data Studio and select the org — the builder loads its objects and relationships live.
  2. Add a root object, tick related objects to include them, and add per-object filters. The builder shows an estimated record total for your scope as you go.
  3. Click Continue to schedule and complete the Backup settings dialog: name, incremental toggle, frequency, hour, timezone, destination, the number of snapshots to keep, and notification options.
  4. Click Create backup.

[SCREENSHOT REQUIRED: Data Studio backup builder with a scope of several objects]

note

Related-object scoping isn't yet supported together with incremental mode — the builder will tell you if a scope needs to run as a full backup.