How To Back Up Salesforce

How To Back Up Salesforce

  1. Log in to Salesforce: Access your Salesforce account with your credentials.
  2. Navigate to Data Export: Go to Setup and search for "Data Export."
  3. Select Data to Export: Choose the objects and data you want to back up.
  4. Schedule Export: Decide if you want to run the export immediately or schedule it for later.
  5. Start Export: Click on the "Export Now" or "Schedule Export" button.
  6. Download the Files: Once the export is complete, download the .zip files containing your data.
  7. Store Safely: Save the downloaded files in a secure location, like cloud storage or an external drive.
  8. Regular Backups: Set a reminder to back up your data regularly to keep it updated.