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Flosum Backup & Archive - Summer 2025 (v4.3.0) - Seasonal Release Notes

Release Details - Flosum Backup & Archive - v4.3.0 - July 11, 2025

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

Release Type

  • Seasonal [Summer]

  • Applies to Flosum-hosted and self-hosted

Prerequisites

  • Flosum Backup & Archive installed and configured

  • Appropriate Flosum user permissions (Backup Admin or equivalent)

  • Access to the Flosum Success Portal

Summary

The Summer 2025 release of Backup & Archive brings an exciting array of powerful features designed to enhance your data management experience. From new export capabilities and intelligent notifications to improved security measures and streamlined workflows, this update delivers significant improvements across the platform. Dive into the details below to discover how these new capabilities can transform your Salesforce data management strategy and provide greater control, visibility, and efficiency.

  • Export Data to CSV

  • Enhanced Notification System

  • Encryption Key Storage Migration

  • Salesforce Package is Now Optional

  • Restore Job: New Data Tab

  • Retain Parent While Archiving Children

  • Sandbox Backup Retention Post-Refresh

  • Enhancements

  • Bug Fixes

New Features

Export Data to CSV

Export your backup and archive data to CSV files for external analysis, sharing, or convenient long-term storage.

How to Use:

  • Go to the Export tab and click Create Export

  • Select objects and optionally apply filters

  • Choose:

    • Export from Backups: Retrieve data as of a specific date/time

    • Export from Archives: Export records within a date-time range

  • Track progress under Export History

  • Download the generated .ZIP file (available for 7 days)

Learn more: Export Data to CSV

Enhanced Notification System

Stay informed with real-time job alerts and dynamic, data-driven notifications. This includes default system notifications and custom alerts you can configure based on specific conditions.

Default Notifications - Now Configurable!

Users can now choose which default job alerts they want to receive:

  • Job Started

  • Job Completed

  • Job Aborted

These default notifications apply to backup, archive, restore, data preparation, restore, search, purge, and export jobs. To access, navigate to Settings > Notifications Tab

Custom Notifications:

  • Define rules based on object, action type (Added, Changed, Deleted), and thresholds

  • Automatically evaluated during each backup

  • Trigger individual email alerts with each match

  • View full audit in Custom Notification History (color-coded by action type)

Learn more: Enhanced Notifications

Encryption Key Storage Migration

Encryption keys are now stored securely within the B&A database and protected by AWS KMS, improving security and ensuring persistence across sandbox refreshes.

For Hosted Customers:

  • Automatic, seamless migration

For On-Premise Customers:

  • Generate 32-byte base64 key: openssl rand -base64 32

  • Add key to docker-compose: LOCAL_ORGANIZATION_ENCRYPTION_KEY=<key>

  • Upgrade app to complete migration

Sandbox backups remain accessible post-refresh using update token

Salesforce Package is Now Optional

The Flosum Backup package is no longer required to use core features of B&A.

Install only if needed for:

  • Time Machine: Compare/restore field-level changes over time

  • In-org Search: Search and explore backup/archived data directly in Salesforce

Install/Upgrade via:

  • Settings > Integrations Tab

Installation is manual and handled by Salesforce; allow processing time.

Restore Job: New Data Tab

Gain deeper visibility into restore outcomes with a new Data tab on each Restore Job.

Metrics Tracked:

  • Total | Restored | Skipped | Restore Failed

Status Definitions:

  • Restored: Inserted or updated successfully

  • Skipped: Non-restorable (e.g., Person Contacts or manual share records)

  • Failed: Errors such as unresolved lookups

Retained for 7 days; supports detailed troubleshooting and validation

Retain Parent While Archiving Children

Archive child records without archiving the parent. Now supported in all archive templates.

Use Cases:

  • Archive attachments while retaining Cases/Opportunities

  • Archive ContentDocuments while preserving parent records across hierarchies (e.g., Case > Email > File)

How to Enable:

  • Toggle Retain Parent in the "Add Child Objects" section when creating a template

Sandbox Backup Retention Post-Refresh

Backups from a pre-refresh sandbox are now usable even after a refresh.

Benefits:

  • Backups remain accessible without reconfiguration

  • Archived data can be restored into the refreshed sandbox

  • Prevents loss of backup continuity in development/test environments

Enhancements

Smart Job Handling on API Quota Breach

When Salesforce REST or BULK API limits are hit, jobs now terminate cleanly instead of idling. Status is marked as Exception, with error context in logs.

Accelerated Restore Operations

Restore jobs now complete faster due to backend improvements, especially in large data sets.

Improved Filter Visibility

The Filter button now displays active filter counts.

Declarative Filters

Number of filter rows.

SOQL Filter

Always "1" if used.

Bug Fixes

  1. Sync Job Schedule: Fixed cron expression issues causing jobs like "First Monday" or "Last Friday" to run daily

  2. Filter Input: Declarative filter field now maintains focus during typing

For help with implementation, visit the Backup & Archive Documentation or contact your CSM.

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