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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Export backup data


Your organization can sign up to receive backup files of your data. Here, you can export all your organization's data into a set of CSV files.

With the data export feature, you can generate backup files manually once every six days or schedule them to generate automatically at weekly or monthly intervals.

Note

The weekly export service is available in Enterprise Edition and Unlimited Edition. The Developer Edition provides a monthly export service. When the export is ready, you will receive an e-mail with a link; navigate to the link provided.

To schedule a weekly or monthly export (as governed by the edition of Salesforce CRM that you are using), navigate to Setup | Data Management | Data Export. Then click on either the Export Now or Schedule Export buttons, as shown in the following screenshot:

The data export can be set to run immediately or scheduled to run in the future, as discussed in the following subsections.

Export Now

The Export Now option prepares your files for...

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