How to

Salesforce Metadata Backup

Salesforce Metadata Backup lets you keep track of any change in your Salesforce instance, see real-time history, and revert in just a few clicks. Blue Canvas backs up your Salesforce Metadata on a minute-by-minute basis, giving you an all-encompassing view of dev & admin's activities.

What do I need?

To start backing up your Salesforce Metadata all you need is a Blue Canvas account. No need for any dedicated Git setup, no need to modify your deployment pipeline. You current setup remains! Next steps:

  1. Sign up or log in @
  2. Connect your Salesforce sandbox through usual oAuth
  3. The first connection will take a few minutes to synch the full set of metadata. Afterwards, the synch is constant and automatic.
  4. Use the Files tab to browse through your Salesforce Metadata. You can Last Update times and understand how data is tracked. This is the underlying representation of your Salesforce Metadata.
  5. Use the Activity tab to access real-time information about changes in your Metadata. Who changed what, when and how.
  6. To rollback, revert to previous backup or deploy a specific change, use the Compare functionality (see documentation)


Why is it important to backup Salesforce metadata?

Salesforce metadata encompasses the configurations, custom objects, page layouts, workflows, Apex code, and other structural elements that define how Salesforce functions for an organization. Just as you would backup your organization's data to protect it from accidental deletions or modifications, metadata backup is equally crucial. It ensures that you have a historical record of your Salesforce setup, so if undesired changes or errors occur, you can restore to a prior state. With a diverse group of stakeholders like developers, admins, product managers, and business analysts often making changes, backing up metadata provides an extra layer of security and assurance against potential disruptions.

What advantages do frequent snapshots of metadata provide?

Frequent snapshots of metadata provide several key benefits:

  • History Tracking: Snapshots give you a clear record of the metadata's progression over time, allowing you to see the specific changes made on any given day, the time they were made, and by whom.
  • Enhanced Security: By maintaining regular logs, you can promptly identify unauthorized or unintended changes, boosting overall system security.
  • Rollback Capabilities: In the event of errors or unwanted changes, having a recent snapshot allows you to revert the system back to a previous, stable state.
  • Improved Application Quality: Frequent snapshots support best practices like code reviews, allowing teams to collaborate effectively and catch errors early.

How does Blue Canvas aid in Salesforce Metadata Backups?

Blue Canvas simplifies and automates metadata backups through source control. Whenever there's a change in metadata on your Salesforce Orgs, Blue Canvas automatically backs it up at regular intervals using Git. This includes changes made both by developers and non-developers. For instance, if an admin makes a declarative change through the Salesforce UI, Blue Canvas picks it up and commits it to your Git history. This provides a comprehensive backup solution that integrates changes made throughout the organization.

How can I rollback a specific change in Salesforce using Git?

Git maintains a detailed commit history of all changes made, allowing you to revert to any specific state of your application. With Blue Canvas, the process is streamlined. The platform takes automatic Git commits for all changes, be it Apex code or declarative metadata like Workflow Rules and Custom Fields. You can use the Blue Canvas interface to selectively return to a previous state based on this commit history. Blue Canvas offers the flexibility to rollback an entire org to a previous snapshot, restore an org from a different sandbox, or perform partial rollbacks on specific components.

What is the business value of having a rollback mechanism for Salesforce?

Salesforce, being mission-critical for many organizations, can cause significant disruptions and losses if there's downtime or if unintended changes impact its functionality. A rollback mechanism:

  • Minimizes Downtime: If an undesired change or bug is introduced, you can quickly restore to a previous working state, reducing business disruptions.
  • Boosts Confidence: Teams can be more daring in feature development, knowing that they can safely undo any disruptive changes.
  • Protects Revenue: Especially for businesses where Salesforce is integral to revenue generation, rollbacks can prevent losses that might arise from system issues.
  • Enhances Agility: Companies can adapt and innovate rapidly, deploying new features and configurations without the fear of long-term negative consequences.

Having a robust rollback and backup strategy, like what Blue Canvas offers with its Git foundation, can be a game-changer in ensuring business continuity and fostering innovation in the Salesforce environment.