Automated, policy-based backups
Automated, policy-based backups of metadata objects alongside Salesforce data, capturing changes frequently to keep up with dynamic org configurations.
KloudData · Metadata Backup
Salesforce Metadata Backup
Protect every customization — custom fields, Apex, layouts, reports, workflows, and permission sets — by backing up Salesforce metadata alongside your data.
Protect the blueprint of your Salesforce org
KloudVault’s metadata backup capability focuses on protecting all Salesforce customizations such as custom fields, Apex code, page layouts, reports, workflows, and permission sets by backing up Salesforce metadata alongside data. This ensures that the entire Salesforce environment, including its configuration and customization blueprint, is securely preserved and restorable.
Custom fieldsApex classes & triggersPage layoutsReportsWorkflowsPermission setsVisualforceLightning componentsCustom objects
Why Metadata Backup
Why Metadata Backup Matters for KloudVault
KloudVault’s metadata backup provides comprehensive protection to ensure business continuity, mitigate risk from configuration loss, and enable quick recovery in case of incidents affecting Salesforce customizations.
Metadata is the blueprint of your org
Metadata holds the blueprint of Salesforce customizations that define business processes and UI behavior — including custom fields, layouts, reports, workflows, and permission sets.
Metadata is the blueprint of your org
Custom fields & layouts
Reports & workflows
Permission sets
Data alone is not enough
Loss of metadata disrupts operational continuity, as Salesforce data alone is insufficient without the associated configuration.
Data alone is not enough
Config + data together
No process gaps
UI behavior preserved
Restore without inconsistencies
Efficient restoration depends on synchronized metadata and data recovery to avoid inconsistencies and preserve org functionality.
Restore without inconsistencies
Synced recovery
Consistent org state
Faster incident response
Key Features of Metadata Backup in KloudVault
Granular and full restores
Support for granular and full restores of metadata elements, allowing selective recovery of individual components or full environment restores.
Critical customization coverage
Metadata backup includes critical components like Apex classes/triggers, Visualforce pages, Lightning components, custom objects, and workflows.
Encrypted in transfer and storage
Encryption of metadata backups during transfer and storage ensures compliance with data protection regulations.
DevOps-ready version control
Integration with DevOps workflows enabling smooth version control, change tracking, and rollback for metadata alongside application code.
KloudVault Metadata Backup FAQ
KloudVault backs up Salesforce customizations such as custom fields, Apex code, page layouts, reports, workflows, and permission sets — alongside your data — so the configuration blueprint of your org is preserved and restorable.
Ready to protect Salesforce customizations?
Talk to a KloudVault specialist. We will map metadata backup, restore, and DevOps workflows to how your org actually changes.
Book a demo