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Backup & Archive (v4.7.4) - Monthly Release Notes

Release Details - Backup & Archive - v4.7.4 - June 11, 2026

This article is intended for Salesforce administrators, compliance officers, and IT teams responsible for managing Salesforce backups and data governance.

Release Type

  • Monthly

  • Applies to Flosum-hosted and self-hosted

Prerequisites

  • A registered and configured Flosum Cloud Apps tenant

  • Appropriate Flosum user permissions (SystemAdministrator or equivalent)

Summary

This article documents the monthly release for Backup & Archive (v4.7.4). This release migrates the underlying file storage format from CSV to Parquet for faster operations, and adds Configurable Fields for Backup & Archive Salesforce Package components, a new Data Hold policy, enhanced ContentDocument support in Restore, the option to disable automation during archives, and support for nested SOQL subqueries in archive filters.

Parquet File Format Migration from CSV

What Changed

Backup & Archive is migrating its underlying file storage format from CSV to Parquet. All core functionality, including Backup, Restore, Export, Search, and Archive, now reads and writes Parquet.

The transition is gradual. Each organization within a tenant continues to read from its existing CSV files until its data is fully migrated, after which it automatically switches to Parquet. No action is required from administrators to start or manage the migration.

Why It Was Done

  • Faster operations. Parquet's columnar storage lets the system read only the data it needs instead of scanning entire files, which speeds up Backup and Restore operations.

  • Foundation for new features. Parquet is a prerequisite for the new Configurable Fields capability, which cannot be built on the CSV format.

Availability & Rollout

This change is not immediately visible to customers after the release. Migration of existing data runs in the background, region by region. Customers begin benefiting from the new format only after their tenant's data is fully migrated.

What the User Will Notice

Once migration is complete for their tenant, users can expect:

  • Faster Backup and Restore operations.

  • No change to how they interact with the application, because the format switch is fully transparent.

Configurable Fields for Backup & Archive Salesforce Package

What Changed

A new Configurable Fields setting has been added to the Backup & Archive Salesforce Package in the Salesforce org. It lets Salesforce administrators control which columns appear in the Backup & Archive Package components (Backup History, Related Archives, and Time Machine) on a per-object basis.

Previously, these components displayed a fixed set of default columns (Record ID, Status, Name, Owner, Last Modified Date, Last Version) with no option to customize them.

How It Works

Administrators configure fields once in Settings → Configurable Fields by selecting an object and choosing which fields appear as columns across all Backup & Archive Package components for that object.

A few rules apply:

  • Record ID, Status, and Last Version are fixed anchor columns that are always present, regardless of configuration.

  • Up to 5 additional fields can be configured per object.

  • Objects without a custom configuration fall back to the default column set.

  • Once configured, the customization applies consistently across all three components (Backup History, Related Archives, and Time Machine) without requiring any code.

What the User Will Notice

  • Backup History, Related Archives, and Time Machine tables display columns relevant to each specific object and team workflow, rather than generic defaults.

  • Administrators configure fields in one place, and the change is reflected immediately everywhere records are listed across the Backup & Archive Package.

  • Objects that have not yet been configured continue to display the standard default view, so there is no disruption during a gradual rollout.

Availability

To adopt the new version of the package, customers must remove the existing version and then install it in B&A Organization Settings. The new package version uses a namespace, so old components must be removed first to avoid conflicts.

Customers must also update the Connected App in Global Settings. Follow the instructions here:

At the Edit and Configure the App step, change the callback URL as follows:

Configurable Fields becomes available to an organization only after its data has been fully migrated to Parquet format. Until migration is complete, this feature is not visible.

Data Hold

What Changed

A new Hold Policy tab has been added to Organization Settings. It lets administrators define rules that prevent specific backed-up and archived records from being permanently deleted, whether by an automated Retention Policy or a manual Purge operation.

How It Works

Administrators create a hold by navigating to Organization Settings > Data Hold and defining:

  • Which objects the hold applies to: Only objects that have already been backed up and archived are available, with a limit of up to 5 objects per org.

  • Which records are protected: using filters by Record ID or Record Name.

Each hold can be activated or deactivated at any time. While a hold is active, no version of a matching record, including future versions, can be deleted by a Retention Policy or Purge.

What the User Will Notice

  • A new Hold Policy tab is available in Organization Settings.

  • Records covered by an active hold are protected from deletion regardless of any Retention Policy rules or manual Purge actions. The hold always takes precedence.

  • Future versions of a held record are protected automatically, not just the versions that existed when the hold was created.

Required Permission

Access to Hold Policy, including creating, editing, and deleting holds, requires the SystemAdministrator role or a role with the Backup & Archive App Settings permission for the organization. Users without this permission cannot view or modify any hold configuration. See the following article for more details:

See the following article for detailed instructions on using Data Holds.

Enhanced ContentDocument Restore Processing

What Changed

Content Documents (files) can now be processed as child objects during Restore, using the same reliable approach already used in the Archive flow.

This improvement enables:

  • Proper handling of parent-child relationships for Content Documents.

  • Consistent retrieval and processing of related file records.

What the User Will Notice

Existing functionality remains unchanged. Users who work with records that include attached files will benefit from more complete and consistent processing during Restore.

Disable Automation During an Archive

What Changed

Archive Templates now include a configuration option to disable automation processes during archive execution. Previously available only in Restore templates, this setting now extends to Archive.

How It Works

Within the Archive Template settings, a new section lets users select which automation processes to disable when the template runs. The selected configuration is saved as part of the template and applied automatically at execution time. Disabling automation during an archive prevents processes, such as triggers, from running when records are deleted.

See the following article for detailed instructions on disabling automations during an archive job.

Nested Query Filter for Archive

What Changed

Archive template filters now support nested SOQL queries (subqueries). Previously, subqueries passed validation but were not applied correctly during record count and job execution.

What the User Will Notice

  • Subqueries defined in Archive template filters are now correctly applied at all stages: validation, count, and execution.

  • There are no changes to how filters are written or configured.

Example

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