Auto Backups

Overview

With GRAX Auto Backups, you have a simple "on switch" to back up your entire Salesforce org.

  • In SFDC, create an integration user for GRAX with access to every object you want backed up
  • In the GRAX Web Console, establish an OAuth connection to SFDC with the integration user
  • In the GRAX Web Console, go to the auto backups dashboard to see progress on your first full-org backup, then periodic backups of the most recent data changes

GRAX is automatically and continuously backing up your entire org, with no objects to select or schedules to configure.

How It Works

Once the integration user is collected, GRAX:

  • Periodically describes all the objects and schema in your org and adds them to the auto backups system. The SFDC Describe Objects API honors the object permissions you granted to the user giving you a standard way to manage what objects are backed up via SFDC permissions and policies.
  • Starts periodic jobs that pick an object and backs up the next "block" of records more recent than the last SystemModestamp backed up

When setting up GRAX for the first time, this begins to back up object data from the oldest modified to most recently modified in SFDC. After a while, all the historical object data will be backed up and auto backups is periodically capturing the most recent data changes

Disabling an Object Backup

Auto Backups prefers to back up all SFDC data it can by backing up every object the integration user has permission to view.

This design lets you manage what objects are backed up with standard SFDC permissions, and can automatically back up new custom objects that you add to SFDC without additional GRAX configuration.

If you do not want GRAX to back up an object because it is not restorable or is not valuable to your data strategy, deny access to the object for the GRAX integration user.

Inside the Auto Backups configuration you can pause all auto-backups in case of SFDC maintenance.

Errors and Monitoring

Inside the Auto Backups dashboard, you can check the status of all objects and review errors.

When the system is normal you will see a green light and "running" status next to every object.

Auto Backups retries around all transient errors like system restarts, network outages, or SFDC and storage rate limits. If automatic retries fail for a long period you will see a yellow light and a "warning" status.

To review errors:

  • Click on an object name to drill into the backup timeline
  • Click on the "error" link next to an entry in the timeline to review the error