Contributors netapp-aherbin

You can use SaaS Backup for Salesforce to backup and restore your data.

Performing an immediate backup

You can perform an immediate backup of your production or sandbox instance any time you deem necessary for data protection.

Note: For the trial version of SaaS Backup for Salesforce, you can only perform three immediate backups per day.

  1. From the left-pane navigation, click Services

  2. Click Production Instances or Sandbox Instances.
    production instances
    sandbox instances

  3. Select the correct instance you want to backup now.

    1. Click the number above PROTECTED INSTANCES, if the instance you want to back up is currently protected by a backup policy.

    2. Click the number above PENDING INSTANCES, if the backup status of the instance you want to back up is pending,

    3. Click the number above UNPROTECTED INSTANCES, if the instance you want to backup is currently unprotected by a backup policy.

  4. Click the name of he organization.

  5. Click Backup Now.
    A message appears indicating the selected organizations are being placed in the backup queue.

  6. Click Submit.

Backup policies

SaaS Backup for Salesforce has three predefined tiers of backup policies. These policy tiers vary in backup frequency and data retention period. Production Instances can only be protected by the tier 1 policy. Sandbox Instances can be protected by the tier 2 and tier 3 policies.

Backup policies with an Active status are polices to which items have been assigned for backup. Backup polices with an Inactive status do not have items assigned for backup.

Backup policy Backup frequency Default data retention period Available to protect

Tier 1

Once every 12 hours

3 years

Production Instance

Tier 2

Once every 18 hours

2 years

Sandbox Instance

Tier 3

Once every 24 hours

2 years

Sandbox Instance


Not backed up

Not backed up

Production and Sandbox Instances