HOW TO backup Salesforce data?

Extract Salesforce backup using the Kernel Salesforce Backup and Restore tool that allows you to save your business-critical data to the local or network storage of your system in just three simple steps:

Explore Salesforce backup and restore software's key capabilities

Perform flexible Salesforce backup and restore with the Kernel Salesforce Backup and Restore tool. Innovative features help to safeguard your data from threats like accidental deletion, breaches, and ransomware attacks.

Run comprehensive backups

Run comprehensive backups

Kernel Salesforce Backup and Restore tool runs comprehensive data backup to extract standard objects, custom objects, records, files, attachments, and metadata. Save all data to the desired destination in your computer to ensure extensive data security and lower the repercussions caused by data losses due to human or system errors.

Restore existing backups

Restore existing backups

Kernel Salesforce backup and Restore supports Salesforce backup and restore organizations from existing backups in your local or network-attached storage. Get a clear preview of the Salesforce backup and restore the complete Salesforce organization, specific standard objects, custom objects, metadata, files & attachments, person accounts, etc. to ensure stability in business.

Secured connection method

Secured connection method

Connect to the Salesforce organization using the secured login method that requires the Domain URL, Client ID, and Client Secret of the Salesforce app. Once you connect with the account, you can see all the Salesforce directories (data and metadata) in the list.

Advanced search for directories

Advanced search for directories

Use the advanced search box of the Salesforce backup restore solution to locate particular data and metadata. It helps in running selective restore and saves time involved in looking for the directories manually. Simply enter the directory name in the search box and mark the checkbox to proceed.

Preview files and folder hierarchy

Preview files and folder hierarchy

Once the Salesforce account is connected with our best Salesforce backup solution, all the standard objects, custom objects, and records appear as the directories. You can preview all the configuration, data, and metadata in the hierarchy and select which folder you want to include in the data restore at the end.

Use filters to restore specific data

Use filters to restore specific data

Avail data filters in the Salesforce backup tool to restore selective data from the directories of the Salesforce organization. You can organize data restoration using the available filters such as Date filter (File Modification Date), Folder filters (File Type Masks), and Versions.

Select destination to save backup

Select destination to save backup

With Salesforce data backup solution, you have the flexibility to select the destination from your system where you want to save Salesforce ownbackup. The backup is saved in a new folder at the selected destination with separate folders for each category (data, metadata, etc.) to maintain a structured backup.

Automated and on-demand backups

Automated and on-demand backups

With the Salesforce backup and recovery software, you can either run immediate backups or schedule to run automated backups. Schedule the software to run Salesforce backup once, daily, weekly, or monthly as per the business needs. The scheduling feature helps in running manual backup jobs every time.

Compatible with all Windows OS

Compatible with all Windows OS

Salesforce backup and restore software is compatible with all versions of the Windows Operating System, including Windows 365, 11, 10, 8.1, 8, 7, Vista, XP, 2000, 98, NT & 95, and Windows Server 2022, 2019, 2016, 2012, 2008 R2, 2008, 2003 R2, 2003 OS.

Frequently asked questions

Uncover the answers to the most common queries our customers ask and learn how Kernel Salesforce Backup and Restore tool helps in taking seamless Salesforce backup.

The process of backing up Salesforce data is quite easy. Simply follow the given steps and backup Salesforce database to your local storage:

  1. Download and install Kernel Salesforce backup and Restore tool on your system.
  2. Click on Add Job, then select a Project Name or give a new one. Select Salesforce as Cloud Services/Components.
  3. Enter a Job Name and click Next.
  4. Provide the required connection details (Domain URL, Client ID, and Client Secret) and click Next to connect.
  5. Click Browse to select the destination to save the extracted data.
  6. Execute the process immediately or schedule it for later as per your convenience.
  7. Click Next and the tool will start taking a backup of the connected Salesforce organization.

Once done, you can go to the defined location to find the saved backup in your system.

Here is a step-by-step process to learn how to restore data from Salesforce data backup:

  1. Start by launching the Salesforce backup and restore tool.
  2. Click on Restore from the left pane of the window and select Salesforce as the cloud storage.
  3. Select drive path for the restore process and click Next.
  4. Now, choose the backup for restore and then Next.
  5. Select the type of data and then the Object you want to restore to Salesforce.
  6. Once done, select Restore mode:
    • Update existing record and create remaining record
    • Skip existing records and create remaining record
    • Create duplicate if exist and create remaining record
  7. Add the destination Salesforce backup account.
  8. This will begin the process Salesforce restore.

After completion, you can see the Summary of Salesforce backup and restore.

Yes, the Salesforce backup software allows you to apply filters while restoring data and metadata to the Salesforce organization. Just select the filters (date, file, folders) and proceed to restore. All the selective data will be restored in a few minutes.

After connecting with the Salesforce organization, the tool asks you to provide a destination path where you want to save the Salesforce data backup. When you open the running job, you can see the progress status mentioning Source Path, Destination Path, Backup Size, and other details. Go to the mentioned destination path and you can find all the data and metadata backed up in multiple folders.

Yes, you can create different jobs and run both Salesforce backup restore instances simultaneously using this tool.

Our tool comes with Salesforce backup options to allow you to run backup/ restore immediately or schedule it for later. With this one of the best Salesforce data backup solutions, you can also program to run regular backup or restore jobs daily, weekly, or monthly.

No. There is no limit on the data that this tool can help Salesforce backup and restore.

Yes, you can download the trial version of Kernel Salesforce backup and Restore tool to understand how Salesforce backup solutions actually work. With the demo version, you get a 7-day free trial and a facility to back up 1GB of data. Once you are satisfied with the performance, you can get in touch with the team to learn about Salesforce backup and restore pricing and purchase it to save unlimited backups.

Salesforce Backup Software Prerequisites & recommendations

About Software - IMAP BackupAbout Software

Version: 24.2

Release Date: October 2024

System RequirementsVersion Support

Salesforce: Salesforce Enterprise, Unlimited, Developer, and Performance Edition.

System RequirementsSystem Requirements

Hard Disk: 4 GB free space for the installation and data Information

Memory: Minimum 4GB RAM

Processor: Intel® Pentium 4 Class or higher Processor

Operating System: Windows 365 (Cloud PC)/ 11/ 10/ 8 /7 Service Pack 1, Windows Server 2022/ 2019/ 2016/ 2012 R2/ 2012/ 2008 R2/ 2008/ 2003

Virtual Environments: Hyper-V Server, VMware ESX/ ESXi Server, Microsoft Virtual PC