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force-meta-backup

A tool to help download Salesforce.com Metadata.

Using the Salesforce Metadata API, this tool will dynamically generate Ant build.xml files and Salesforce Metadata package.xml files for downloading the Metadata from your Org.

The metadata is downloaded in 3 phases:

  • All bulk retrievable components are downloaded first, the bulkRetrievable Ant target is dynamically generated and executed.
  • Queries are performed on the Salesforce Org. to determine all folders for Dashboards, Documents, Email Templates and Reports. Then build.xml and package.xml files are dynamically generated with this information. A bulk retrieve is then invoked for all folders and content.
  • The remaining miscellaneous metadata components that can not be retrived by bulk or by wildcard methds are downloaded by building a package.xml file that explicitly lists these items.

It uses the Ant Migration Tool along with Ant to retrieve metadata from the Org, Salesforce's SOAP API and Metadata API are used in a Groovy script to dynamically build up lists of components for downloading.

Inspired by:

https://github.com/danieljpeter/salesforceMetadataBackup

Prerequisites

The following tools should be installed before use:

Ensure you are able to execute ant on the command line: e.g.

$> ant -version
Apache Ant(TM) version 1.10.13 compiled on January 4 2023

Usage

To backup metadata from your Saleforce Org, you execute the backupMetadata ant target:

ant backupMetadata

However, you will need to provide login details before this will succeed. The login details are provided to ant using properties which can be configured in a build.properties file or provided as commandline options using -Dproperty=value.

To login, you can provide a username/password pair, or an active Salesforce session.

Warning

You can specify either the sf.username and sf.password property pair, or the sf.sessionId property but not both.

To use a username/password for login, specify your username and password using the sf.username and sf.password properties.

To use an active Salesforce session for login, specify a valid session ID or OAuth token using the sf.sessionId property.

Important

The login used should be for an Administrator user, to ensure the correct access permissions for retrieving all metadata components.

In addition to the login properties, username/password or session ID, you will need to provide the URL for the Salesforce Org to retrieve the metadata from. Specify this using the sf.serverurl property.

Important

The sf.serverurl property should always be configured with the instance URL and never https://login.salesforce.com or https://test.salesforce.com.

For more details on these properties consult the Ant Migration Tool documentation.

Already have a Session ID and server instance URL

For example to download the metadata

ant backupMetadata -Dsf.sessionId="<SESSION_ID_OR_OAUTH_TOKEN>" -Dsf.serverUrl="https://na17.my.salesforce.com"

Results will be downlaoded to build/metadata

Configuring build.properties

Properties can be configured in the a build.properties file instead of passing via commandline arguments.

  • Copy build.sample.properties to build.properties
  • Edit build.properties then specify valid sf.username, sf.password and sf.serverurl properties for the Org you wish to backup.
  • Open command prompt/shell, change directory to this project base directory and run command ant backupMetadata

Results will be downloaded to build/metadata

How to exclude types from backup

To exclude specific metadata types from backup you can specify a comma separated list of metadata types using the sf.excludedTypes property. This can be configured on the commandline using -Dsf.excludeTypes or in the build.properties

For example to exclude Reports and Documents from backup, add the following line to build.properties

sf.excludeTypes=Report,Document

Then run backup with ant backupMetadata.