Salesforce Considerations

Review the following considerations before registering, protecting, or restoring Salesforce data and metadata.

Objects Skipped by Default During Backup

By default, Salesforce backs up all objects except Feed, History, and Share objects. These objects are not typically critical for business continuity. You can enable backups for these objects if required.

  • History objects. History objects cannot be recovered. Select these objects for backup only if you need to retain historical record level or field level changes for auditing purposes.
  • Share objects. Only manual Share objects can be recovered. Other Share object types cannot be recovered due to Salesforce API limitations. During recover, Share tables are automatically created unless they contain manual Share rules.
  • Feed objects. Feed objects are views into the FeedItem object. To avoid duplication, Cloud Protection Service backs up only the FeedItem object. Due to Salesforce API limitations, only specific FeedItem record types can be recovered.

Skipping Feed, History, and Share objects improves backup performance and reduces storage consumption for recovery points.

Object Categories Not Supported for Backup

The following object categories are not supported for backup.

  • Event objects. These objects store transient data and are not intended for long term retention.
  • External objects. Data is not stored within the Salesforce organization and therefore cannot be backed up.
  • Objects that do not support the Salesforce API query function.
  • Big objects. Backup of Big objects is not supported.
  • Inherently unsupported Salesforce objects. Some objects are unsupported by Salesforce and cannot be backed up.
  • Unsupported fields in the User object, including:
    • Load Lightning Pages While Scrolling
    • Send Apex Warning Emails
    • Quick Access Menu

Backup Limitations Due to Salesforce API Constraints

  • Private dashboards and reports are not backed up. Only public dashboards and reports are supported.
  • Images in ContentNote objects are not backed up because Salesforce does not provide APIs to retrieve them.
  • ContentNote objects are non restorable and are automatically recovered when the related ContentDocument is recovered.
  • When data is uploaded using the Salesforce Bulk API, CRLF line endings are normalized to LF.

List of Objects Not Supported for Backup

Below is the list of Salesforce objects not supported for backup:

  • *ChangeEvent
  • ApexPageInfo
  • ApexTypeImplementor
  • AppDefinition
  • AppTabMember
  • AttachedContentDocument
  • AuraDefinitionBundleInfo
  • AnlytDataAssetEventStore
  • CaseMilestone
  • CollaborationInvitation
  • ColorDefinition
  • CombinedAttachment
  • DataStatistics
  • DataType
  • DelegatedAccount
  • EmbeddedServiceDetail
  • EmbeddedServiceLabel
  • EntityDefinition
  • EntityMilestone
  • EntityParticle
  • ExpressionFilterCriteria
  • ExternalDataSource
  • ExternalDataUserAuth
  • FeedLike
  • FeedSignal
  • FeedTrackedChange
  • FieldDefinition
  • FlexQueueItem
  • FlowDefinitionView
  • FlowOrchestrationInstance
  • FlowOrchestrationWorkItem
  • FlowRecordRelation
  • FlowTestView
  • FlowVariableView
  • FlowVersionView
  • FormulaFunction
  • FormulaFunctionAllowedType
  • FormulaFunctionCategory
  • IconDefinition
  • IdeaComment
  • IIdpEventLog
  • Image
  • ListViewChartInstance
  • LogoutEventStream
  • LookedUpFromActivity
  • MobileApplicationDetail
  • MyDomainDiscoverableLogin
  • Name
  • NetworkActivityAudit
  • NetworkDiscoverableLogin
  • NetworkModeration
  • NetworkSelfRegistration
  • NoteAndAttachment
  • MobileDeviceAppRegistration
  • OpenActivity
  • OauthToken
  • OrgLifecycleNotification
  • OutgoingEmail
  • OutgoingEmailRelation
  • OwnedContentDocument
  • OwnerChangeOptionInfo
  • PermissionSetGroupComponent
  • PicklistValueInfo
  • PlatformAction
  • PlatformEventUsageMetric
  • PromptVersion
  • Publisher
  • UserSharedFeature
  • UserAppMenuItem
  • RecentlyViewed
  • Recommendation
  • RecommendationResponse
  • RelatedListColumnDefinition
  • RelatedListDefinition
  • RelationshipDomain
  • RelationshipInfo
  • Scontrol
  • ScorecardAssociation
  • SearchLayout
  • SecurityCustomBaseline
  • Site
  • SiteDetail
  • SiteIframeWhiteListUrl
  • SPSamlAttributes
  • StaticResource
  • UserEntityAccess
  • UserFieldAccess
  • UserRecordAccess
  • UserSetupEntityAccess
  • Vote

Recovery Limitations

  • Recover operations fail if the target schema differs from the schema at the time of backup.
  • Recover operations succeed if the target schema is an extension of the original schema and remains compatible.

Recover Limitations Due to Salesforce API Constraints

  • Emails with attachments uploaded through the Salesforce Lightning portal are recoverd as drafts.
  • Public URLs and passwords for shared documents cannot be recovered and must be recreated.
  • Images embedded in ContentNote objects cannot be recovered. ContentNote objects are recovered only when the related ContentDocument is recovered.
  • Recover operations from the End User portal are not supported.
  • Records with a null Record Type cannot be recovered if record types are enabled.
  • Private Library documents of non admin users may be recovered to the Backup Administrator library.
  • Some numeric fields, such as Currency fields stored as Double, may be rounded during backup and recover operations.

Objects Not Supported for Recover

Some Salesforce objects cannot be recovered due to platform and API limitations.

  • History objects are not restorable.
  • Only manual Share objects can be recovered.
  • Objects that do not support insert, update, or upsert operations cannot be recovered.
  • The TrackedChanges type in FeedItem objects cannot be recovered.
  • ContentWorkspace recover is not supported for Partner Enterprise organizations.
  • Objects that are not backed up cannot be recovered.

Below is the list of Salesforce objects not supported for recover:

  • *Events
  • *Feed
  • *Share
  • FAQ*
  • AcceptedEventRelation
  • AccountPartner
  • ActiveFeatureLicenseMetric
  • ActivePermSetLicenseMetric
  • ActiveProfileMetric
  • ApexLog
  • ApexPageInfo
  • ApexTypeImplementor
  • AppAnalyticsQueryRequest
  • AppDefinition
  • Approval
  • AppTabMember
  • AsyncApexJob
  • AttachedContentDocument
  • AuraDefinition
  • AuraDefinitionBundleInfo
  • AuthConfig
  • AuthConfigProviders
  • AuthSession
  • BackgroundOperation
  • BriefcaseAssignment
  • BriefcaseDefinition
  • BriefcaseRule
  • BriefcaseRuleFilter
  • Calendar
  • CallCenter
  • CampaignMemberStatus
  • CaseArticle
  • CaseExternalDocument
  • CaseMilestone
  • CaseStatus
  • ChatterActivity
  • ClientBrowser
  • CollaborationGroupRecord
  • CollaborationInvitation
  • ColorDefinition
  • CombinedAttachment
  • Community
  • ContentDistribution
  • ContentDistributionView
  • ContentDocumentSubscription
  • ContentTagSubscription
  • ContentUserSubscription
  • ContractStatus
  • CronJobDetail
  • CronTrigger
  • CustomHttpHeader
  • CustomObjectUserLicenseMetrics
  • CustomPermission
  • CustomPermissionDependency
  • DataAssessmentFieldMetric
  • DataAssessmentMetric
  • DataAssessmentValueMetric
  • DataStatistics
  • DataType
  • DeclinedEventRelation
  • DelegatedAccount
  • DocumentAttachmentMap
  • Domain
  • DomainSite
  • EmailCapture
  • EmbeddedServiceDetail
  • EmbeddedServiceLabel
  • EntityDefinition
  • EntityMilestone
  • EntityParticle
  • EventBusSubscriber
  • EventLogFile
  • EventRelayConfig
  • EventRelayFeedback
  • ExpressionFilterCriteria
  • ExpressionSetView
  • ExternalDataSource
  • ExternalDataSrcDescriptor
  • ExternalDataUserAuth
  • ExternalSocialAccount
  • FeedPollChoice
  • FeedPollVote
  • FeedRevision
  • FeedTrackedChange
  • FieldDefinition
  • FieldPermissions
  • FieldSecurityClassification
  • FileSearchActivity
  • FiscalYearSettings
  • FlexQueueItem
  • FlowDefinitionView
  • FlowInterview
  • FlowInterviewLog
  • FlowInterviewLogEntry
  • FlowOrchestrationInstance
  • FlowOrchestrationStageInstance
  • FlowOrchestrationStepInstance
  • FlowOrchestrationWorkItem
  • FlowRecordRelation
  • FlowStageRelation
  • FlowTestResult
  • FlowTestView
  • FlowVariableView
  • FlowVersionView
  • FormulaFunction
  • FormulaFunctionAllowedType
  • FormulaFunctionCategory
  • GrantedByLicense
  • GroupMember
  • IconDefinition
  • IdpEventLog
  • Image
  • InstalledMobileApp
  • KnowledgeableUser
  • KnowledgeArticle
  • KnowledgeArticleVersion
  • KnowledgeArticleViewStat
  • KnowledgeArticleVoteStat
  • LeadStatus
  • LightningExitByPageMetrics
  • LightningToggleMetrics
  • LightningUsageByAppTypeMetrics
  • LightningUsageByBrowserMetrics
  • LightningUsageByFlexiPageMetrics
  • LightningUsageByPageMetrics
  • ListView
  • ListViewChartInstance
  • LoginGeo
  • LoginIp
  • LogoutEventStream
  • LookedUpFromActivity
  • MacroUsage
  • ManagedContent
  • ManagedContentChannel
  • ManagedContentSpace
  • ManagedContentVariant
  • MatchingInformation
  • MatchingRuleItem
  • MyDomainDiscoverableLogin
  • Name
  • NamedCredential
  • NetworkActivityAudit
  • NetworkDiscoverableLogin
  • NetworkFeedResponseMetric
  • NetworkModeration
  • NetworkSelfRegistration
  • NoteAndAttachment
  • OauthToken
  • ObjectPermissions
  • OpenActivity
  • OpportunityPartner
  • OpportunityStage
  • OrderStatus
  • OrgLifecycleNotification
  • OwnedContentDocument
  • OwnerChangeOptionInfo
  • PackageLicense
  • PartnerRole
  • Period
  • PermissionSetLicense
  • PermissionSetTabSetting
  • PersonalizationTargetInfo
  • PicklistValueInfo
  • PlatformAction
  • PlatformCachePartition
  • PlatformEventUsageMetric
  • ProcessDefinition
  • ProcessInstance
  • ProcessInstanceNode
  • ProcessInstanceStep
  • ProcessNode
  • PromptAction
  • PromptError
  • PromptVersion
  • Publisher
  • QueueSobject
  • QuickTextUsage
  • RecentlyViewed
  • Recommendation
  • RecommendationResponse
  • RelatedListColumnDefinition
  • RelatedListDefinition
  • RelationshipDomain
  • RelationshipInfo
  • ReputationLevel
  • ReputationPointsRule
  • ScorecardAssociation
  • SearchActivity
  • SearchLayout
  • SecurityCustomBaseline
  • ServiceSetupProvisioning
  • SessionPermSetActivation
  • SetupAuditTrail
  • Site
  • SiteDetail
  • SiteIframeWhiteListUrl
  • SiteMarketingDataExtensionMapping
  • SlaProcess
  • SolutionStatus
  • SPSamlAttributes
  • StaticResource
  • TaskPriority
  • TaskStatus
  • TenantUsageEntitlement
  • ThirdPartyAccountLink
  • Translation
  • UiFormulaCriterion
  • UiFormulaRule
  • UndecidedEventRelation
  • UserAppMenuItem
  • UserEntityAccess
  • UserFieldAccess
  • UserLicense
  • UserLogin
  • UserPermissionAccess
  • UserRecordAccess
  • UserSetupEntityAccess
  • VisualforceAccessMetrics
  • Vote
  • WorkOrderLineItemStatus
  • WorkOrderStatus

Recover of Auto Number Fields

Salesforce standard Auto Number fields cannot be modified. To recover Auto Number values, you must create a custom field and populate it using a trigger.

  • Create a custom field to store the Auto Number value.
  • Use a trigger to populate the custom field after insert or update.

Additional Recover Scenarios

  • Contacts linked to multiple accounts. Ensure that the Allow users to relate a contact to multiple accounts setting is enabled during recover.
  • Opportunity Split records. Ensure that the Opportunity Split setting is enabled during recover.
  • Converted Lead records. Ensure that the View and Edit Converted Leads setting is enabled during recover.