GRAX supports periodic backup of all possible metadata objects from Salesforce. GRAX stores all versions of your metadata in the customer-owned storage solution (S3, Azure etc).
To enable metadata backup, simply select a backup interval in the settings tab. GRAX recommends backing up your metadata no more frequently than daily.
Once the metadata backup job completes, you can go into the storage provider you have set up to use with GRAX (S3, Azure etc) and navigate to the following path to see all the metadata files:
Amazon S3 > Vandelay Industries Prod Bucket > grax > audittrail > salesforce > Org ID of Salesforce Environment > metadata >
Above directory houses the Metadata backups that are occurring on a scheduled basis
You can see folders for each metadata component
You can see some sample metadata folders here. When you drill into each folder you are able to download the metadata files.
You may now want to review various pieces of metadata, compare to previous versions, etc. To do that we recommend downloading the metadata folder locally and opening in the editor of your choice (for example Visual Studio). This is the best way to interact with the metadata.
Download the metadata folder/files locally and open using your preferred editor.
To restore certain metadata components and deploy to your Salesforce environment, please have your Salesforce administrator/developers/vendor follow the established change management procedures you have in place. Companies use different tools and methods to deploy metadata; GRAX is agnostic to how you want to deploy the metadata that is backed up to your storage bucket.
GRAX supports backing up any of the following metadata types below. Please note that there may be restrictions with archiving and restoring certain metadata types, even if they are supported for back up. For more information on each, please refer here.
AccountRelationshipShareRule ActionLinkGroupTemplate ApexClass ApexComponent ApexPage ApexTrigger AppMenu ApprovalProcess ArticleType AssignmentRules Audience AuraDefinitionBundle AuthProvider AutoResponseRules BaseSharingRule Bot BrandingSet CallCenter Certificate CleanDataService CMSConnectSource Community (Zone) CommunityTemplateDefinition CommunityThemeDefinition CompactLayout ConnectedApp ContentAsset CorsWhitelistOrigin CriteriaBasedSharingRule Custom Metadata Types (CustomObject) CustomApplication CustomApplicationComponent CustomFeedFilter CustomHelpMenuSection CustomLabels CustomMetadata CustomObjectTranslation CustomPageWebLink CustomPermission CustomSite CustomTab DataCategoryGroup DelegateGroup DuplicateRule EclairGeoData EntitlementProcess EntitlementTemplate EventDelivery EventSubscription ExternalDataSource ExternalServiceRegistration FeatureParameterBoolean FeatureParameterDate FeatureParameterInteger FieldSet FlexiPage Flow FlowCategory FlowDefinition GlobalValueSet GlobalValueSetTranslation Group HomePageComponent HomePageLayout InstalledPackage KeywordList Layout LightningBolt LightningComponentBundle LightningExperienceTheme ListView LiveChatAgentConfig LiveChatButton LiveChatDeployment LiveChatSensitiveDataRule ManagedTopics MatchingRule MilestoneType MlDomain (Beta) ModerationRule NamedCredential Network NetworkBranding Next OwnerSharingRule PathAssistant PermissionSet PlatformCachePartition Portal PostTemplate PresenceDeclineReason PresenceUserConfig Previous Profile ProfilePasswordPolicy ProfileSessionSetting Queue QueueRoutingConfig QuickAction RecommendationStrategy RecordActionDeployment ReportType Role SamlSsoConfig Scontrol ServiceChannel ServicePresenceStatus SharingRules SharingSet SiteDotCom Skill StandardValueSetTranslation StaticResource SynonymDictionary Territory Territory2 Territory2Model Territory2Rule Territory2Type TopicsForObjects TransactionSecurityPolicy Translations WaveApplication WaveDashboard WaveDataflow WaveDataset WaveLens WaveTemplateBundle WaveXmd Workflow
The metadata time machine process uses Salesforce API calls; there is 1 API call per sObject to download all the standard and custom object metadata. There is additionally 1 API call for every other metadata component type listed above.
Updated about 5 hours ago