File Backup

Back up and audit your Salesforce files

Scan the org’s entire file estate — or just the files hanging off records your own SOQL picks out — browse it by record, user, library or size, then export exactly the selection you want as a ZIP with an embedded manifest. When the archive is verified, bulk-delete what you extracted in one pass. The answer to “how much of our storage is one person’s screenshots?”

Your file storage is nearly full and Salesforce will tell you the total but not what is in it. A finished scan: 1,284 files, 42.6 GB, largest first. Three of the four biggest are attached to nothing at all — a decommissioned onboarding video and two export archives, 896 MB between them — and they are the three ticked for the ZIP. The notice above states what the scan could see, because Salesforce hides files from any user without Query All Files.

What you can do

  • A full scan of the org’s files, recording what each one is attached to — record, user, group, library, or the org itself
  • Browse and filter by object, record, owner, type, and size
  • See which files have Salesforce-hosted bytes and which are only external links
  • Coverage is reported honestly: a scan tells you whether it saw the whole org or only what your user can access
  • Scope a backup with SOQL: pick an object, filter the records with your own WHERE clause, nominate which record fields to capture, and take the files from whatever matches
  • Export any selection as a ZIP with an embedded manifest describing every file in it
  • Exports and scans run as cancellable background jobs, with multi-gigabyte files handled without precision loss
  • Bulk-delete the extracted files once the archive is verified — only files the export actually captured, and only into the Recycle Bin. Off unless an operator turns it on

How it works

1

Scan the org

A background job inventories every file it can see and records what each is linked to.

2

Explore the estate

Filter by object, owner, type, or size to find the storage hogs and the orphans.

3

Or aim it with SOQL

Instead of the whole org, name an object and a WHERE clause. The scan queries the matching records and takes only the files attached to them.

4

Export a ZIP

Select what you want and download an archive with a manifest — ready for cold storage or a migration.

5

Then reclaim the storage

With the archive in hand, bulk-delete what it captured in one pass. Only verified files, only to the Recycle Bin, and only when you ask for it separately.

Why it's different

It tells you what it could not see

File visibility in Salesforce depends on sharing, and a backup that quietly skips what it cannot access is worse than no backup. Every scan records its coverage (whole org, or only what the connected user can reach) so an incomplete archive is labelled rather than assumed complete. The manifest travels inside the ZIP, so the archive stays readable years later.

Try asking

  • Find out what is actually consuming your file storage allocation
  • Archive files off an org you are about to decommission
  • Hand a client every file attached to their records
  • Spot files attached to records that no longer exist
  • Archive and then clear every attachment on cases closed more than three years ago, in two steps
  • Prove, for an audit, what was stored and where it went

File Backup — questions

Replacing something?

  • orgadmin.ai vs Gearset

    The most mature comparison-and-deploy tool in the ecosystem, with git and CI. Compare when deployment is only one of the jobs you need done.

Put File Backup to work on your org

Every AI feature on your own provider key, from A$19.95 per user per month.

  • 14-day free trial
  • No credit card required
  • Cancel any time