Salesforce - How to Back Up Salesforce
- George Apostolov
Salesforce - How to Back Up Salesforce: step-by-step guide
Go to Setup.
Search for “Data Export” in the Quick Find bar in the left column.
Select the Data you want to export.
Hit Start Export.
You can do a One-time Export to backup once or Schedule Export for recurring backup needs
You'll receive an email notification when the export is complete.
Quick answer: To back up Salesforce, go to Setup, search for Data Export in the Quick Find bar, and select the data to export. Hit Start Export, choose between a One-time Export or Schedule Export, and wait for the email notification confirming that the export is complete.
About this Salesforce tutorial
Export and secure your Salesforce data by running a one-time backup or scheduling recurring exports from the Data Export menu. This guide covers salesforce - How to Back Up Salesforce in 6 steps, starting with "Go to Setup" and finishing with "You'll receive an email notification when the export is complete". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - How to Back Up Salesforce take?
6 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - How to BCC Emails to Salesforce, How to build business data models in salesforce and Salesforce - How to Change Opportunity Owner in Salesforce. Last reviewed 05 Oct 2026.
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