> For the complete documentation index, see [llms.txt](https://docs.flosum.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.flosum.com/backup-and-archive/backup-and-archive/backups/creating-a-user-defined-composite-backup.md). # Creating a User-Defined Composite Backup {% hint style="success" %} #### Required User Credentials \[**Flosum User**] - **Backup & Archive** license with **Backup & Archive** permissions {% endhint %} ## 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. {% hint style="info" %} 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. {% endhint %} {% hint style="warning" %} 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**: * [System-Defined Default Composite vs Default Composite & Sync Backups](/backup-and-archive/backup-and-archive/backups/default-composite-vs-default-composite-and-sync-back.md) {% endhint %} ## Creating a User-Defined Composite Backup {% stepper %} {% step %} ### Create a Backup 1. Click **Backup & Archive** from the sidebar menu. 2. Click the **Organization Switcher** from the breadcrumb path.
3. Select the organization you wish to back up.
4. Click **Composite Backup**.
{% endstep %} {% step %} ### 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 TypePurposeUse Case Example
Big ObjectsMass data storageLogging millions of transactions
Binary ObjectsFile content storageAttachments, ContentVersion
Tag ObjectsLegacy tag relationshipsTagging Contacts by topic
History ObjectsField change trackingView who changed what and when
Feed ObjectsChatter-related contentComments, file shares, social posts
Share ObjectsRecord-level access managementOpportunity sharing via Apex
Custom MetadataDeployable application settingsBusiness 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.
{% endstep %} {% step %} ### 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 offer different options for setting the time and date the backup runs. 4. Click the **Schedule** button to schedule your backup job.
5. Confirm the schedule is correct and click **Save**.
{% endstep %} {% step %} ### 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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