Ensure Salesforce Data Backup Every Week | Best Practices for Admins

How to Ensure Salesforce Data Backup Every Week

Question

How can Salesforce Admin ensure that all Salesforce data is backed up every week?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: D

You can generate backup files manually once every 7 days (for weekly export) or 29 days (for monthly export)

In Professional Edition and Developer Edition, you can generate backup files only every 29 days.

You can schedule backup files to generate automatically at weekly or monthly intervals (only monthly intervals are available in Professional Edition and Developer Edition).

Option A is incorrect because the import wizard makes it easy to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts.

Option B is incorrect because Data Loader is a client application for the bulk import or export of data.

Use it to insert, update, delete, or export Salesforce records.

Option C is incorrect because it only lets you export all the records for a specific object.

You could also use reports to export data.

Reference:

The correct answer is D. Weekly Data Export.

Salesforce Administrators can ensure that all Salesforce data is backed up every week by setting up a weekly data export. The Weekly Data Export is a feature that allows you to export all your Salesforce data, including standard and custom objects, attachments, and files, once a week. The data is exported in a zip file format and can be downloaded from the Export page.

To set up the Weekly Data Export, follow these steps:

  1. Go to Setup and enter "Data Export" in the Quick Find box.
  2. Click on "Data Export" and then click on the "Schedule Export" button.
  3. Choose the objects you want to include in the export, select the weekly frequency, and choose the day and time for the export to run.
  4. Choose the file format (CSV or XML) and the character encoding.
  5. Enter an email address where the export notification will be sent.
  6. Click on "Save" to save the export schedule.

Once the Weekly Data Export is set up, Salesforce will automatically create and send the data export file to the specified email address on the scheduled day and time. The data can be used for backup purposes, data migration, or for analysis outside of Salesforce. It is recommended to keep a copy of the exported data in a secure location.