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Creating a User-Defined Composite Backup

Required User Credentials

[Flosum User] - Backup & Archive license with Backup & Archive permissions

Overview

This article provides step-by-step instructions for creating a User-Defined Composite Backup in Flosum Backup & Archive. Composite Backups protect your Salesforce org by capturing ongoing changes, including new, modified, and soft-deleted records.

When you first run a Composite Backup, it creates a complete snapshot of your Salesforce org. After that, it only tracks and backs up incremental changes, like new records, field updates, and items sent to the Recycle Bin.

You can run backups immediately or schedule them at regular intervals to ensure continuous protection. Designed for daily use, this backup type efficiently protects your org's evolving data with minimal processing overhead.

Every Salesforce org includes a System-Defined Composite backup called Default Composite Backup, which runs daily. Since this system backup already manages daily backups, creating an additional scheduled User-Defined Composite backup is unnecessary and redundant. Instead, User-Defined Composite backups are best for creating snapshots before making significant changes to your Salesforce data—such as when an administrator needs to update or delete records and wants to save the current state beforehand.

See the following article for more information on the Default Composite Backup:

Creating a User-Defined Composite Backup

1

Create a Backup

  1. Click Backup & Archive from the sidebar menu.

  2. Click the Connection Switcher from the breadcrumb path.

  3. Select the connection you wish to back up.

  4. Click Composite Backup.

2

Configure Backup Job

  1. Enter a name for the backup job.

  2. Select the Job Settings checkboxes for the objects to back up. You can leave the default options or choose a custom selection, including Metadata for the backup job. Note: By default, all object types are selected except Metadata.

    Object Type
    Purpose
    Use Case Example

    Big Objects

    Mass data storage

    Logging millions of transactions

    Binary Objects

    File content storage

    Attachments, ContentVersion

    Tag Objects

    Legacy tag relationships

    Tagging Contacts by topic

    History Objects

    Field change tracking

    View who changed what and when

    Feed Objects

    Chatter-related content

    Comments, file shares, social posts

    Share Objects

    Record-level access management

    Opportunity sharing via Apex

    Custom Metadata

    Deployable application settings

    Business rules, field mapping

  3. (Optional) Enter a description of the backup in the Composite Backup textbox to help identify the purpose or scope of this backup job.

3

Run or Schedule the Backup Job

Immediate Backup

  1. Click the Run button to start the Composite Backup.

  2. The Composite Backup job will now be in progress.

Scheduled Backup

A backup job can be scheduled to run at a specific date and time interval.

  1. Switch the Schedule toggle to Enabled.

  2. Select the Recurrence of the backup to run Daily, Weekly, or Monthly.

  3. Configure the Schedule options. Daily, Weekly, and Monthly each have different options to set the time and date the backup is run.

  4. Click the Schedule button to schedule your backup job.

  5. Confirm the schedule is correct and click Save.

4

Review Backup Job

Immediate Backup

  1. From Backup & Archive, click the History tab to view the status of the backup job you created.

Scheduled Backup

  1. From Backup & Archive, click the Schedule tab to view the scheduled backup job you created.

  2. The scheduled User-Defined Composite Backup job is located in the User Scheduled section.

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