Skip to main content

Quick start: your first backup

Ten minutes from an empty account to a protected org. You'll need a connected org.

The dashboard's Getting started checklist tracks these same steps — connect an org, schedule a backup, turn on change tracking.

1. Create the backup​

  1. Click Backup in the sidebar, then New Backup.
  2. Name it — Daily production backup.
  3. Pick your Salesforce org.
  4. Scope: keep All objects — every object, all records and files. (You can create focused, filtered backups later.)
  5. Mode: pick Incremental backup — a full baseline first, then only what changes each day. Fast and light on API usage.
  6. Schedule: Daily, at a quiet hour like 02:00, in your timezone.
  7. Storage destination: pick the region closest to you (or your own storage if configured).
  8. Notifications: tick Send an email notification when a run finishes and Restrict to failed or partial runs only — you'll only hear about problems.
  9. Click Create backup.

[SCREENSHOT REQUIRED: Completed new-backup form ready to submit]

2. Run it now​

Don't wait for tonight: on the backup's page, open Run Backup and start a full run. The run page shows live progress — objects appear in the report as they're captured.

3. Check the report​

When the run completes (you'll see Success), look over the run report: total records, files, size, and the per-object table. This is what every future run will produce automatically. See Monitoring runs and reports.

[SCREENSHOT REQUIRED: First successful backup run report]

4. Prove you can restore​

A backup you've never restored from is a hope, not a plan. Do a tiny drill:

  1. Open the run and click Query to explore the snapshot (prepare it when prompted).
  2. Pick one unimportant record, then follow Restoring data to restore it into a sandbox.

Total cost: a few minutes. Value when something goes wrong someday: enormous.

5. Turn on change tracking​

While you're here, create a Metadata Change Tracker for the same org — it completes the Getting-started checklist and starts building the metadata history that powers the Org Assistant and Security Center.

Where to next​