Setup Requirements

To fully automate the backup of Salesforce to a SQL database, and optionally render to a website, some set-up tasks are required.

System Overview

Referring to the image above, action the following:

1. Create a Salesforce scheduled task to periodically create a data export of all or part of your Salesforce instance. The task will create a zip file containing the preselected objects and may contain the associated documents and attachments (see the following image).

Example of a Data Export zip file

2. On your local or cloud based Windows server use a text editor to configure your SDDMS runtime options – see the following Section. On the same server, use the Task Scheduler to create a recurring trigger that runs SDDMS from the command line. The frequency of this task must match, and be after, the scheduled task in Salesforce has completed (see the following image).

Recurring Trigger in Windows Task Scheduler