.svg)
- MMC Help Center
- CRM-Specific Guides
- Salesforce
How to create a Salesforce backup?
You can create Salesforce backup files in two ways:
1. Use MigrateMyCRM Backups service.
It allows you to get your source CRM data export into CSV or JSON formats. In order to get started, connect your Salesforce CRM here.
2. Use the standard Salesforce means
- Go to your Salesforce Settings, and enter Data export in Quick Find search console:
- Click Data export, and either click Export Now (if you need the backup to start generating right away), or Schedule Export (if you need backup to be generated in future or on the regular basis).
- Make sure that you Include attachments and all data and press Start Export:
Your backup export will be available by the download links as soon as the backup is generated by Salesforce, and you should be notified about this via an email.