How to export data in salesforce for backup purpose

Salesforce provide data export feature to obtain a copy of all your salesforce data .You can generate backup files for manually or automatically. You can set backup files automatically in 7 days or 29 days(weekly or monthly intervals) or also set it manually on weekly or monthly basis.Backup files provide . zip file that contain all yor organization data in .csv format.

Step by step instruction:

  1. Go to Setup> Data Management> Data Export> Schedule Export.
  2. Select Export files encoding .If not any then leave it Default.
  3. Click on the checkbox if you want to attach any images,documents and attachments.
  4. Leave the default Replace carriage returns with spaces if you want your export files to have spaces instead of carriage returns.
  5. Select frequency weekly for the export.
  6. Select start and end date.
  7. Set the time of day for your schedule Report.
  8. You can select type of data in you export.It is best to include all your data in your export file.
  9. Click save.

Important things-

  • Formula and roll-up summary field are never included in export.
  • When an export is ready for download you will receive an email containing a link that allows you to download the file.
  • Scheduled backup exports of your data is limited to weekly exports.
  • The export files are also available on this page for 48 hours, after which time they are deleted. 

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