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Salesforce workload

HomeHelp centerSalesforce WorkloadSalesforce backup coverage

Salesforce backup coverage

Help center - SalesforceBy

Keepit’s backup platform is designed to provide comprehensive coverage across your Salesforce data and metadata. This includes support for standard and custom objects, files, attachments, and key metadata configurations — where supported by Salesforce APIs.

Salesforce cloud coverage

  • Sales Cloud
  • Service Cloud
  • Field Service
  • Platform
  • Communication Cloud
  • Consumer Goods Cloud
  • CPQ Managed Package
  • Financial Services Cloud
  • Health Cloud
  • Loyalty Cloud
  • Manufacturing Cloud
  • Net Zero Cloud
  • Public Sector Solutions Cloud

Object data coverage

Standard and custom objects

All records and fields from standard (e.g., Accounts, Contacts, Cases, etc.) and custom objects are backed up, along with associated metadata such as validation rules, record types, and field definitions, where accessible.

Note: Backup coverage is based on what Salesforce makes accessible through its supported APIs (REST, Bulk, SOAP, and Metadata). Any object, field, configuration, or asset not exposed through these APIs, such as private folder items, certain event logs, or system-managed metadata, cannot be backed up.

Knowledge baseSalesforce connector

Element Backup supported Restore supported Comment
Standard objects ✅ ✅ Full field-level backup and restore
Custom objects ✅ ✅ Includes custom fields and record types
Related lists ✅ ✅ Re-established on restore if referenced records exist
Lookup fields ✅ ✅ Relinked automatically on restore
Master-detail relationships ✅ ✅ Cascade behavior respected
Archived objects / big objects ❌ ❌ API Limitation
Attachments ✅ ✅ Restored with parent record only; option to download
Files ✅ ✅ Restored using Bulk API
Campaigns ✅ ✅ Hierarchy and related records reestablished
Campaign members ✅ ✅ Re-linked, not duplicated
Tasks & events ✅ ✅  
Territory management Partial Partial API Limitation
Field history tables ✅ Download API Limitation; Logs older than 6 months automatically deleted
Deleted records (recycle bin) Coming Soon Coming Soon Based on Recycle Bin availability
Metadata configuration
Custom fields ✅ ✅ Field definitions included
Page layouts ✅ ✅ Restore requires referenced fields, actions, and objects to be present
Lightning pages (FlexiPages) ✅ ✅ Includes page layout, visibility rules, and embedded components; dependencies must exist in target org
Validation rules ✅ ✅  
Record types ✅ ✅ Restored with object metadata
Email templates (Public folders) ✅ ✅  
Email templates (Private folders) ❌ ❌ API limitation
Reports & dashboards (Public folders) ✅ ✅  
Reports & dashboards (Private folders) ❌ ❌ API limitation
Assignment rules ✅ ✅  
Approval processes ✅ Partial API limitation on history
Workflow rules ✅ ✅  
Process builder ✅ ✅ Stored as Flow type via Metadata API
Sharing rules ✅ ✅ Sharing recalculated post-restore
Sharing rules / Record-Level Sharing ✅ ✅ Only rule definitions are restored; share records are recalculated by Salesforce
Lightning app builder configs (FlexiPage) ✅ ✅ Supported, including Home, Record, and App Pages, etc.
Custom labels and translations ✅ ✅ Multilingual metadata supported
Apex classes ✅ ✅ Stored and deployed via standard tools
Apex triggers ✅ Partial Fully backed up and restorable
Duplicate rules & matching rules ✅ ✅ Ensure related rules are restored together
Custom metadata types ✅ ✅ Backed up and restored via Metadata API
Custom settings ✅ ✅ Supported using Metadata API
Named credentials / remote site settings ✅ ✅ Supports integration configurations
Certificate and key management Partial Partial API limitation
Picklist value sets (Global & local) ✅ ✅ Backed up as part of field and object metadata
Lightning web components (LWC) & Aura components ✅ ✅ Supported if included in metadata deployment
Notification builder (Custom notifications) ✅ ✅ Partial support depending on org features and API exposure
Document folders (Classic) Partial Partial Shared folders only
Email alerts / Notification templates ✅ ✅ Included in Workflow/Process metadata
Flow & flow orchestration coverage
Autolaunched flows ✅ ✅  
Screen flows ✅ ✅  
All flow versions ✅ Partial Restore defaults to latest version
Flow definitions ✅ ✅ Captures active version ID
Flow settings ✅ ✅ Includes org-wide settings
Flow activation (Active/Inactive) ✅ ✅ Flows retain their active or inactive status based on the snapshot state
Flow access via profiles/Permissions ✅ ✅ Restore with Profiles and Permission Sets
Flow orchestration definitions ✅ ✅ Supported via Metadata API (v53+)
Flow orchestration templates ✅ ✅ Flow references and orchestration structure
Flow orchestration runtime records ✅ ❌ API limitation
Identity & access
User records ✅ ✅ Full user metadata including role, profile, and status
Passwords & tokens ❌ ❌ API limitation
Active/Inactive status ✅ ✅ IsActive flag is included
User license assignment ✅ ✅ License must exist in target org
Profiles ✅ ✅ Complete profile metadata
Permission sets ✅ ✅ Supports object/field permissions and access controls
Permission set groups ✅ ✅ Includes group membership and muting sets
Permission set assignment ✅ ✅ Restorable as long as the user exists in the destination org.
Roles ✅ ✅ Included in org structure
Login history ✅ ❌ Read-only object; not restorable
Audit trail ✅ ❌ Read-only metadata; not restorable
Consent management objects ✅ ✅ Includes Individual, ContactPointConsent, and related objects
Delegated administration settings ❌ ❌ API limitation
Field-Level Security (FLS) ✅ ✅ Included in profiles and permission sets
Session settings / Auth configs ❌ ❌ API limitation
Installed packages
Data from package-created objects Conditional Conditional Backup/restore if API-accessible and package installed
Custom fields, layouts, rules Conditional Conditional Backup/restore if API-accessible and package installed
Package reinstall ❌ ❌ Must be manually reinstalled from AppExchange or partner
Hidden or protected components ❌ ❌ Cannot be accessed or restored if protected by package
Restore behavior
Parent-child restore sequencing ✅ ✅ Unlimited Depth, but only goes down and across in the hierarchy
Related restore options ✅ ✅  
Cross-object dependencies ✅ ✅ Junction restores require both linked records
Sandbox seeding support ✅ Partial Available Today - Enhanced experience coming soon
Limitation area
Private folders (reports, dashboards, templates) ❌ ❌ API limitation
Certain EventLogFiles ❌ ❌ API Limitation
Formula fields with dependent picklists ✅ Conditional Dependent picklist values must exist for restore to succeed
Orgs using shield platform encryption ✅ Conditional Restore requires active Shield encryption keys
Sandbox refresh mapping ✅ ❌ Org ID changes after refresh may require manual remapping
Einstein / Agentforce (GenAI) Support
Einstein settings (EinsteinAgentSettings) ❌ ❌ Metadata API v60+ will support these settings (e.g., case classification, wrap-up)
Agentforce agent metadata (GenAiPlanner*) (v60–63) ❌ ❌ Includes agents, topics, and actions with v60+ Metadata API
GenAiPlannerBundle (v64+) ❌ ❌ Bundled agent planner metadata supported in Metadata API v64+
Agentforce tests (AiEvaluationDefinition) ❌ ❌ Will be supported with API updates; useful for evaluating agent behavior
Einstein analytics (CRM Analytics) metadata ❌ ❌ Dashboards and datasets (Wave assets) will be supported with later API versions
HomeHelp centerSalesforce WorkloadSalesforce backup coverage

Salesforce backup coverage

Help center - SalesforceBy

Files and Attachments

  • Files
    Modern file storage is fully supported. Files are backed up and restored using the bulk API, allowing for efficient processing across large volumes of data.
  • Attachments
    Legacy file format that is supported by Keepit. Attachments are backed up and restored only when part of a related record. They cannot be restored individually but can be downloaded or shared.

Metadata

Keepit backs up metadata using the Salesforce Metadata API, which includes key configurations such as custom fields, record types, page layouts, validation rules, list views, flow and more.

This enables you to recover not just record data, but also the structure and business logic behind your Salesforce Org.

View Salesforce’s official metadata coverage report: Salesforce Metadata Coverage

Metadata Limitations

While Keepit strives for comprehensive coverage, some limitations stem from how Salesforce exposes metadata via its APIs. These are typically rare and tied to platform-level constraints.

  • API-Limited Objects 
    Some standard or managed objects are not exposed via the Metadata API due to Salesforce-imposed restrictions. Access may vary by org configuration and API version.
  • Non-Queryable or Unsupported Components 
    Some metadata types or objects, (e.g., User-specific list vies, private folders, event logs, etc.) are not queryable or supported through any Salesforce API.

See Salesforce’s list unsupported metadata types: Unsupported Metadata Types – Salesforce Metadata API

Knowledge baseSalesforce connector