Scheduled Data Export

Administrators can complete the following steps to configure a policy for scheduled data export:
  1. Navigate to Data management > Data export.
  2. Select Scheduled data export. All organizations that you manage are displayed.
  3. Turn on the toggle next to the organization you want to enable the scheduled data export for and the Configure scheduled data export policy panel appears.

    For an organization with a scheduled data export policy, you can click the edit () icon in the Action column to edit the policy, or turn off the toggle next to organization to disable the scheduled data export.

  4. Select objects you want to export by selecting the corresponding checkboxes from the Export objects drop-down list.
  5. For Record scope, select whether to export all records that have been backed up in the current backup cycle, or only the records that were backed up since the last export job.
  6. Enter the maximum number of items in each exported CSV file in the Maximum item number per CSV file field.
  7. In the Export frequency section, configure the following settings:
    • Start time – Select the start time of the schedule, and the first export job will be automatically performed at that start time.
      Note: If a user logs into the IBM® Storage Protect for Cloud Salesforce service from a time zone that is not where the export schedule is configured, the start time of the export job will be converted to the local time of that time zone where the user logged in.
    • Interval – Configure the interval for the scheduled export jobs.
  8. In the Export to section, select the storage type you want to use and configure the settings. The Microsoft Azure Storage, SFTP, Amazon S3, Amazon S3-Compatible Storage, IBM Cloud Object Storage, and IBM Storage Protect - S3 types are supported. For detailed settings for different storage types, refer to Configure a Custom Storage Location and Database.
  9. Click Save to save the configurations, or click Cancel to close the panel without saving these configurations.