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Salesforce Metadata Backup

GRAX supports periodic backup of all possible metadata objects from Salesforce. GRAX stores your metadata in the customer-owned storage solution (S3, Azure etc) and the version history is available in the GRAX Diagnostics and Tools page.

Configuration Setup

By default, GRAX checks for any new or changed metadata once per day. To change the metadata backup frequency, simply select a backup interval in the General Settings tab.

GRAX Settings Page

Metadata Backup Interval Setting

Metadata Selection Window

Incremental Metadata Backup

As of April 2025, GRAX only performs incremental metadata backups. GRAX will take a snapshot of any new files or ones that have changed since the previous backup. For example if a file was added Monday, modified Wednesday and rolled back to the original version Friday, GRAX will save the three versions from Monday, Wednesday, and Friday.

Working with Metadata Backups

The metadata backups are stored in the customer-owned storage solution (S3, Azure etc) and can be accessed with the Salesforce Metadata viewer in the GRAX Diagnostics and Tools page.

Settings Diagnostics and Tools button Diagnostics and Tools menu Metadata viewer

Metadata files are grouped by Salesforce Object Type

Metadata Viewer Object Type and File List

Viewing Metadata File contents

To view the contents of a metadata file version: click on the Visibility / Eye icon for the desired version, the file will be displayed above the version list.

Metadata Viewer View Version option

Comparing Metadata Versions

To see the differences between 2 versions of a metadata file:

  1. Click the "Compare" icons to select the 2 versions you want to diff.
  2. Once 2 versions have been selected the "Compare" button above the version list will be enabled. Click it to open a list of the changes between the 2 selected versions.
Metadata Viewer Compare Versions option