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Understanding Backup Exclusions
Updated over 2 weeks ago

The Salesforce App excludes certain Salesforce components by default from the backup. This article lists those components so that you can plan and configure your backup definitions to either include or skip these components from the backup.

The following sections are divided as per the component type:

Default Sandbox Populated Objects

A Sandbox creation or refresh process copies certain objects automatically in the Salesforce environment by default.

The Salesforce App excludes these objects during a backup. Here's a list of sandbox populated objects for your reference:

ApexClass
ApexPage
ApexTrigger
ContentDistribution
DuplicateRecordItem
FieldPermissions
Folder
Group
IDEWorkspace
NewsFeed
Note
ObjectPermissions
Organization
OrgWideEmailAddress
PermissionSet
Pricebook2
PricebookEntry
Product2
Profile
RecordType
Scontrol
StaticResource
TopicAssignment
TraceFlag
User
UserLicense
UserProfileFeed
UserRole 

Excluded Object Extensions

In Salesforce, certain objects are read-only. These objects are excluded from backup as it requires additional processing for the following reasons:

  • Calculate Sharing Rules

  • Lookup objects, such as __kav.object and __ feed.object whose data is actually stored in a different object

  • Unable to use standard SOQL queries or SOAP API to query

  • Object is inaccessible

Here's a list of object extensions for your reference:

History
Share
Tag
Chatter
Feed
ViewStat
VoteStat   
ChangeEvent
__e
__x
__xo
__mdt
__hd 

Default Excluded Objects

A Sandbox refresh process copies Salesforce system objects and read-only metadata objects by default. To modify permissions for read-only metadata objects, use the Salesforce Metadata API. For more information, see below link:

https://developer.salesforce.com/docs/atlas.en- us.api_meta.meta/api_meta/meta_modify_metadata_perm.htm

For example, during Sandbox creation, Salesforce copies Custom Settings and other Standard Objects containing Settings data. Salesforce also copies metadata-related objects, such as ApexClass and ApexTrigger. Hence, the Salesforce App excludes these system objects by default from the backup.

The following table explains the reason for certain object exclusions.

Exclusion

Reason

EmailMessage Object

Restoring attachments that reference an EmailMessage Object has limitations as the updates to an email record is possible only in the following conditions:

  • The email is in Draft status and the IsPrivateDraft field is false.

  • The email is in Draft status, the IsPrivateDraft field is true, and the CreatedBy field is associated with the current user.

  • If email is not in Draft status, then only custom fields can be updated.

For more information about EmailMessage Object, see link - https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_emailmessage.htm

System Excluded Objects

The system-excluded objects during the backup represent system objects in Salesforce, which you cannot query directly. Here's a list of system-excluded objects for your reference:

ApiEvent
OutgoingEmail
OutgoingEmailRelation
ForecastingUserPreference
Macro
MacroHistory
MacroInstruction
MacroShare
MatchingInformation
NetworkUserHistoryRecent 

Default Excluded Global Fields

The default excluded global fields during the backup represent field names that can be found in multiple objects.

LastReferencedDate
LastViewedDate

Default Excluded Fields

The default excluded fields during the backup represent fields in Salesforce, which you cannot set in specific conditions due to Salesforce system-level validation errors.

OpportunityLineItem.TotalPrice
Account.IsCustomerPortal
Task.IsRecurrence
Event.IsRecurrence
ContentVersion.ContentBodyId 
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