Since it’s a manual process, you’ll likely do this once a week at most. To back up your Salesforce records, you’ll first need to export. Create Backup CSV Files and/or Schedule Export Unlike the Weekly Export, however, you CAN use the Data Loader tool to restore data into Salesforce.ġ. CSV files or scheduling an export, a very time-consuming process. The backup process is very similar to the Weekly Export, which involves manually downloading. Still, be cautious if you’re using Data Loader as your sole backup and recovery solution. And while often used for importing data into Salesforce, it can also be leveraged to export data for backup purposes.
For the reasons mentioned above, Data Loader has become a popular tool for managing Salesforce data.
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