How To Take Complete Salesforce Org Backup With VS Code

Salesforce Org Backup With VS Code

Hey there !! I hope you are doing great. In today's post, we will be talking about how to take complete salesforce org backup with VS Code IDE.

As a developer whenever we want to make any changes in the code or process builder, workflow etc. we need to have an old backup before making any changes.

It's very frustrating sometimes right? because copypasting and maintaining those separate files is quite time-consuming. Hence we want something which can easily do this work. Although there are multiple ways to do this with the other tool, in this blog we will be discussing it with the help of the VS Code.

So let's get started.....

Please follow the below steps :

STEP 1 : 

- Install VS Code from the there official website.

- Just like any other IDE complete the installation setup.

- Make sure to Install Salesforce CLI Extension from the extension section

- Restart your VS Code Once.

STEP 2 :

- Now Press Ctrl+Shift+P  (Windows) or Command+Shift+P (Mac)

- Then type SFDX: Create project with manifest

STEP 3 :

- Then Select Standard on the next screen

STEP 4 :

- Give your project folder a name whatever you want 

STEP 5 :

- Once the folder is created again press Ctrl+Shift+P  (Windows) or Command+Shift+P (Mac).

- Then type SFDX: Authorize an Org and hit enter.

STEP 6 :

- Now Select Production, Sandbox based on your requirement.

- Now give some alias (short name) and hit enter.

STEP 7 :

- Now it will redirect you to your browser.

- Enter your credentials and login. Once you're done go back to VS Code.

- You will see a message like this that Authorize an Org Successfully ran.

STEP 8 :

- From left side folder hierarchy click on Manifest.

STEP 9 :

- Then Click on package.xml file.

- Now replace the code inside package.xml with the following code to get complete salesforce org backup

------------------------------------------------------------

<?xml version="1.0" encoding="UTF-8" standalone="yes"?>

<Package xmlns="http://soap.sforce.com/2006/04/metadata">

<types>

<members>*</members>

<name>ActionLinkGroupTemplate</name>

</types>

<types>

<members>*</members>

<name>ApexClass</name>

</types>

<types>

<members>*</members>

<name>ApexComponent</name>

</types>

<types>

<members>*</members>

<name>ApexPage</name>

</types>

<types>

<members>*</members>

<name>ApexTrigger</name>

</types>

<types>

<members>*</members>

<name>AppMenu</name>

</types>

<types>

<members>*</members>

<name>ApprovalProcess</name>

</types>

<types>

<members>*</members>

<name>AssignmentRules</name>

</types>

<types>

<members>*</members>

<name>AuraDefinitionBundle</name>

</types>

<types>

<members>*</members>

<name>AuthProvider</name>

</types>

<types>

<members>*</members>

<name>AutoResponseRules</name>

</types>

<types>

<members>*</members>

<name>BrandingSet</name>

</types>

<types>

<members>*</members>

<name>CallCenter</name>

</types>

<types>

<members>*</members>

<name>Certificate</name>

</types>

<types>

<members>*</members>

<name>CleanDataService</name>

</types>

<types>

<members>*</members>

<name>Community</name>

</types>

<types>

<members>*</members>

<name>ConnectedApp</name>

</types>

<types>

<members>*</members>

<name>ContentAsset</name>

</types>

<types>

<members>*</members>

<name>CorsWhitelistOrigin</name>

</types>

<types>

<members>*</members>

<name>CustomApplication</name>

</types>

<types>

<members>*</members>

<name>CustomApplicationComponent</name>

</types>

<types>

<members>*</members>

<name>CustomFeedFilter</name>

</types>

<types>

<members>*</members>

<name>CustomHelpMenuSection</name>

</types>

<types>

<members>*</members>

<name>CustomLabels</name>

</types>

<types>

<members>*</members>

<name>CustomMetadata</name>

</types>

<types>

<members>*</members>

<name>CustomObject</name>

</types>

<types>

<members>*</members>

<name>CustomObjectTranslation</name>

</types>

<types>

<members>*</members>

<name>CustomPageWebLink</name>

</types>

<types>

<members>*</members>

<name>CustomPermission</name>

</types>

<types>

<members>*</members>

<name>CustomSite</name>

</types>

<types>

<members>*</members>

<name>CustomTab</name>

</types>

<types>

<members>*</members>

<name>Dashboard</name>

</types>

<types>

<members>*</members>

<name>DataCategoryGroup</name>

</types>

<types>

<members>*</members>

<name>DelegateGroup</name>

</types>

<types>

<members>*</members>

<name>Document</name>

</types>

<types>

<members>*</members>

<name>DuplicateRule</name>

</types>

<types>

<members>*</members>

<name>EclairGeoData</name>

</types>

<types>

<members>*</members>

<name>EmailServicesFunction</name>

</types>

<types>

<members>*</members>

<name>EmailTemplate</name>

</types>

<types>

<members>*</members>

<name>EscalationRules</name>

</types>

<types>

<members>*</members>

<name>ExternalDataSource</name>

</types>

<types>

<members>*</members>

<name>ExternalServiceRegistration</name>

</types>

<types>

<members>*</members>

<name>FlexiPage</name>

</types>

<types>

<members>*</members>

<name>Flow</name>

</types>

<types>

<members>*</members>

<name>FlowCategory</name>

</types>

<types>

<members>*</members>

<name>FlowDefinition</name>

</types>

<types>

<members>*</members>

<name>GlobalValueSet</name>

</types>

<types>

<members>*</members>

<name>GlobalValueSetTranslation</name>

</types>

<types>

<members>*</members>

<name>HomePageComponent</name>

</types>

<types>

<members>*</members>

<name>HomePageLayout</name>

</types>

<types>

<members>*</members>

<name>InstalledPackage</name>

</types>

<types>

<members>*</members>

<name>Layout</name>

</types>

<types>

<members>*</members>

<name>Letterhead</name>

</types>

<types>

<members>*</members>

<name>LightningBolt</name>

</types>

<types>

<members>*</members>

<name>LightningComponentBundle</name>

</types>

<types>

<members>*</members>

<name>LightningExperienceTheme</name>

</types>

<types>

<members>*</members>

<name>MatchingRules</name>

</types>

<types>

<members>*</members>

<name>NamedCredential</name>

</types>

<types>

<members>*</members>

<name>NetworkBranding</name>

</types>

<types>

<members>*</members>

<name>PathAssistant</name>

</types>

<types>

<members>*</members>

<name>PermissionSet</name>

</types>

<types>

<members>*</members>

<name>PlatformCachePartition</name>

</types>

<types>

<members>*</members>

<name>PostTemplate</name>

</types>

<types>

<members>*</members>

<name>Profile</name>

</types>

<types>

<members>*</members>

<name>ProfileSessionSetting</name>

</types>

<types>

<members>*</members>

<name>Queue</name>

</types>

<types>

<members>*</members>

<name>QuickAction</name>

</types>

<types>

<members>*</members>

<name>RecommendationStrategy</name>

</types>

<types>

<members>*</members>

<name>RecordActionDeployment</name>

</types>

<types>

<members>*</members>

<name>RemoteSiteSetting</name>

</types>

<types>

<members>*</members>

<name>ReportType</name>

</types>

<types>

<members>*</members>

<name>Role</name>

</types>

<types>

<members>*</members>

<name>SamlSsoConfig</name>

</types>

<types>

<members>*</members>

<name>Scontrol</name>

</types>

<types>

<members>*</members>

<name>Settings</name>

</types>

<types>

<members>*</members>

<name>SharingRules</name>

</types>

<types>

<members>*</members>

<name>SiteDotCom</name>

</types>

<types>

<members>*</members>

<name>StandardValueSetTranslation</name>

</types>

<types>

<members>*</members>

<name>StaticResource</name>

</types>

<types>

<members>*</members>

<name>SynonymDictionary</name>

</types>

<types>

<members>*</members>

<name>TopicsForObjects</name>

</types>

<types>

<members>*</members>

<name>TransactionSecurityPolicy</name>

</types>

<types>

<members>*</members>

<name>Workflow</name>

</types>

<version>46.0</version>

</Package>

------------------------------------------------------------

STEP 10 :

- Now right click on package.xml file and click on SFDX: Retrieve Source in Manifest From Org 

- Then It will start retrieving all your data from your salesforce org.

- It will take time based on the data in your org (sometimes internet speed as well 😉)

Once you will get success message you can click on force-app and under that folder you will see all your backup files in the respective type of folder.

And finally, we have everything that you need in your backup.

In this above process, the most important file is package.xml file which actually fetches all your metadata from your salesforce org.

Cheers 🍻!!

WOHOOO !! YOU HAVE JUST COMPLETED COMPLETE SALESFORCE ORG BACKUP WITH VS CODE EPISODE
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