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Salesforce workload

HomeHelp centerSalesforceSalesforce 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

Industry clouds

  • Automotive Cloud
  • Education Cloud
  • Energy & Utilities Cloud
  • Media Cloud
  • Nonprofit Cloud
  • Revenue 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 ✅ ✅
Related lists ✅ ✅
Lookup fields ✅ ✅
Master-detail relationships ✅ ✅
Archived objects / big objects ❌ ❌ API limitation
Attachments ✅ ✅ Restored with parent record only; option to download
Files ✅ ✅
Campaigns ✅ ✅
Campaign members ✅ ✅
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 Future iteration
Metadata configuration
Custom fields ✅ ✅
Page layouts ✅ ✅ Restore requires referenced fields, actions, and objects to be present
Lightning pages (FlexiPages) ✅ ✅
Validation rules ✅ ✅  
Record types ✅ ✅
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 Future iteration
Workflow rules ✅ ✅  
Process builder ✅ ✅
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) ✅ ✅
Custom labels and translations ✅ ✅
Apex classes ✅ ✅
Apex triggers ✅ Partial Future iteration
Duplicate rules & matching rules ✅ ✅
Custom metadata types ✅ ✅
Custom settings ✅ ✅
Named credentials / remote site settings ✅ ✅
Certificate and key management Partial Partial API limitation
Picklist value sets (Global & local) ✅ ✅
Lightning web components (LWC) & Aura components ✅ ✅
Notification builder (Custom notifications) ✅ ✅
Document folders (Classic) Partial Partial Shared folders only
Email alerts / Notification templates ✅ ✅
Flow & flow orchestration coverage
Autolaunched flows ✅ ✅  
Screen flows ✅ ✅  
All flow versions ✅ Partial Restore defaults to latest version
Flow definitions ✅ ✅
Flow settings ✅ ✅
Flow activation (Active/Inactive) ✅ ✅
Flow access via profiles/Permissions ✅ ✅
Flow orchestration definitions ✅ ✅
Flow orchestration templates ✅ ✅
Flow orchestration runtime records ✅ ❌ API limitation
Identity & access
User records ✅ ✅
Passwords & tokens ❌ ❌ API limitation
Active/Inactive status ✅ ✅
User license assignment ✅ ✅
Profiles ✅ ✅
Permission sets ✅ ✅
Permission set groups ✅ ✅
Permission set assignment ✅ ✅
Roles ✅ ✅
Login history ✅ ❌ Read-only object; not restorable
Audit trail ✅ ❌ Read-only metadata; not restorable
Consent management objects ✅ ✅
Delegated administration settings ❌ ❌ API limitation
Field-Level Security (FLS) ✅ ✅
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 ✅ ✅
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) ❌ ❌ Future iteration
Agentforce agent metadata (GenAiPlanner*) (v60–63) ❌ ❌ Future iteration
GenAiPlannerBundle (v64+) ❌ ❌ Future iteration
Agentforce tests (AiEvaluationDefinition) ❌ ❌ Future iteration
Einstein analytics (CRM Analytics) metadata ❌ ❌ Future iteration
HomeHelp centerSalesforceSalesforce backup coverage

Salesforce backup coverage

Help center - SalesforceBy

Files and Attachments

Keepit backs up all files. These files can be restored individually or as a related item to a record. Files can also be downloaded or shared.

Attachments are backed up as part of a related record. Attachments 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