What Salesforce data is backed up?

Keepit backs up the following Salesforce data:

All Standard and Custom Fields for records of the following Standard Objects:

  • Account
  • Campaign
  • CampaignMember
  • Case
  • Contact
  • Event
  • Lead
  • Note
  • Opportunity
  • Task

The following is not supported: 

  • Attachments
  • Knowledge Articles
  • Files
  • Files published in Salesforce CRM Content libraries
  • Chatter and feeds
  • Documents
  • Files in Sandboxes
  • Reports
  • Dashboards
  • Permissions sets
  • Approval processes
  • Flows

Backup and restore of Campaigns

We back up Campaign and Campaign Members in two different folders.

Campaign

When you open a backed up Campaign in Keepit, you will see a .json file where only Campaign Details will be shown. All other data that is part of the Campaign – Campaign Hierarchy, Open Activities, Active History, Opportunities, and Campaign Members – except for Attachments, is backed up as a Campaign, but will be found in other Objects folders. For example, under Open Activities you can have tasks, which means that they will be backed up in the Task folder. Opportunities items will be backed up in the Opportunity folder, and so on. But when you restore a whole Campaign, all of this will be restored under your Campaign in Salesforce.

CampaignMember

In Salesforce you can add a Contact or a Lead as a Campaign Member. This means that Contacts and Leads will be duplicated – they will be backed up in two Objects folders: the Contacts or Leads folder and the CampaignMember folder. If you restore a Campaign Member from the CampaignMember folder, the item will be restored to the campaign and not to your list of Contacts or Leads. 

We back up all Campaign Members from all Campaigns in the CampaignMember folder. You can restore an individual Campaign Member by opening the CampaignMember folder and selecting restore to the right of the member. If you want to restore all members of a Campaign, open the Campaign folder and restore the specific campaign that these members are a part of.