# 🗄️ Salesforce Backup Feature - Comprehensive Implementation Plan
## 📋 Übersicht
Ein fortschrittliches Backup-System für Salesforce, das **alle Daten und Dateianhänge** sichert und dabei die drei verschiedenen Salesforce-Dateisysteme unterstützt.
---
## 🎯 Feature-Ziele
### Primäre Ziele
- ✅ **Vollständige Datensicherung** - Alle SObjects, Custom Objects, Felder
- ✅ **Dateianhang-Support** - Alle drei Salesforce-Dateisysteme
- ✅ **Inkrementelle Backups** - Nur Änderungen seit letztem Backup
- ✅ **Strukturierte Speicherung** - JSON + Binärdateien organisiert
- ✅ **API-Effizienz** - Parallelisierung und Bulk-Operations
### Erweiterte Ziele
- 🔄 **Wiederherstellung** - Structured restore capabilities
- 📊 **Backup-Berichte** - Detaillierte Statistiken und Logs
- 🔍 **Backup-Vergleich** - Diff zwischen Backups
- ⚡ **Delta-Sync** - Nur geänderte Datei-Inhalte
- 🗜️ **Komprimierung** - Gzip für große Backups
---
## 📚 Salesforce Dateisystem-Architektur
### 1. Modern Files (ContentDocument/ContentVersion)
```javascript
// Seit 2015 - Empfohlenes System
const modernFiles = {
mainObject: 'ContentDocument',
versionObject: 'ContentVersion',
linkObject: 'ContentDocumentLink',
binaryField: 'VersionData',
maxFileSize: '2GB',
features: ['Versioning', 'Sharing', 'Lightning Support']
};
```
### 2. Legacy Attachments
```javascript
// Vor 2015 - Noch weit verbreitet
const legacyAttachments = {
object: 'Attachment',
binaryField: 'Body',
maxFileSize: '25MB',
parentField: 'ParentId',
features: ['Direct Parent Relationship']
};
```
### 3. Documents
```javascript
// Ältestes System - Folder-basiert
const documents = {
object: 'Document',
binaryField: 'Body',
maxFileSize: '5MB',
folderField: 'FolderId',
features: ['Folder Organization', 'Public Access']
};
```
---
## 🏗️ Technische Implementierung
### 1. Core Backup Tool Structure
```javascript
// src/tools/backup.js
export async function handleSalesforceBackup(args) {
const {
backup_type = 'incremental', // 'full' | 'incremental' | 'files_only'
include_files = true,
include_attachments = true,
include_documents = true,
output_directory = './backups',
compression = true,
parallel_downloads = 5,
since_date = null // For incremental backups
} = args;
// Implementation logic here
}
```
### 2. Backup Directory Structure
```
backups/
├── salesforce-backup-2024-01-15T10-30-00/
│ ├── metadata/
│ │ ├── backup-info.json # Backup metadata
│ │ ├── objects-schema.json # Object definitions
│ │ └── file-manifest.json # File inventory
│ ├── data/
│ │ ├── Account.json # Account records
│ │ ├── Contact.json # Contact records
│ │ ├── CustomObject__c.json # Custom object records
│ │ └── ContentDocument.json # File metadata
│ ├── files/
│ │ ├── content-versions/ # Modern files
│ │ │ ├── 068xxxxx.pdf
│ │ │ └── 068xxxxx.docx
│ │ ├── attachments/ # Legacy attachments
│ │ │ ├── 00Pxxxxx.pdf
│ │ │ └── 00Pxxxxx.jpg
│ │ └── documents/ # Document objects
│ │ ├── 015xxxxx.pdf
│ │ └── 015xxxxx.png
│ └── logs/
│ ├── backup.log # Detailed backup log
│ ├── errors.log # Error details
│ └── api-usage.log # API call statistics
```
### 3. File Download Implementation
```javascript
// src/backup/file-downloader.js
export class SalesforceFileDownloader {
constructor(salesforceClient, options = {}) {
this.client = salesforceClient;
this.parallelLimit = options.parallelLimit || 5;
this.retryAttempts = options.retryAttempts || 3;
}
async downloadContentVersion(contentVersionId, outputPath) {
const endpoint = `/services/data/v${this.client.version}/sobjects/ContentVersion/${contentVersionId}/VersionData`;
return await this.downloadBinaryFile(endpoint, outputPath);
}
async downloadAttachment(attachmentId, outputPath) {
const endpoint = `/services/data/v${this.client.version}/sobjects/Attachment/${attachmentId}/Body`;
return await this.downloadBinaryFile(endpoint, outputPath);
}
async downloadDocument(documentId, outputPath) {
const endpoint = `/services/data/v${this.client.version}/sobjects/Document/${documentId}/Body`;
return await this.downloadBinaryFile(endpoint, outputPath);
}
async downloadBinaryFile(endpoint, outputPath) {
await this.client.ensureValidConnection();
const response = await fetch(`${this.client.instanceUrl}${endpoint}`, {
headers: {
'Authorization': `Bearer ${await this.client.tokenManager.getValidAccessToken()}`
}
});
if (!response.ok) {
throw new Error(`File download failed: ${response.status} ${response.statusText}`);
}
const arrayBuffer = await response.arrayBuffer();
await fs.writeFile(outputPath, Buffer.from(arrayBuffer));
return {
success: true,
size: arrayBuffer.byteLength,
path: outputPath
};
}
}
```
### 4. Incremental Backup Logic
```javascript
// src/backup/incremental-backup.js
export class IncrementalBackupManager {
constructor(salesforceClient) {
this.client = salesforceClient;
}
async getIncrementalData(sinceDate, objectName) {
// Query records modified since last backup
const soql = `
SELECT Id, ${await this.getFieldList(objectName)}
FROM ${objectName}
WHERE LastModifiedDate > ${sinceDate}
ORDER BY LastModifiedDate ASC
`;
return await this.client.query(soql);
}
async getModifiedFiles(sinceDate) {
const queries = [
// Modern files
`SELECT Id, ContentDocumentId, Title, FileType, ContentSize, LastModifiedDate
FROM ContentVersion
WHERE LastModifiedDate > ${sinceDate} AND IsLatest = true`,
// Legacy attachments
`SELECT Id, Name, ContentType, BodyLength, ParentId, LastModifiedDate
FROM Attachment
WHERE LastModifiedDate > ${sinceDate}`,
// Documents
`SELECT Id, Name, Type, BodyLength, FolderId, LastModifiedDate
FROM Document
WHERE LastModifiedDate > ${sinceDate}`
];
const results = await Promise.all(
queries.map(query => this.client.query(query))
);
return {
contentVersions: results[0].records,
attachments: results[1].records,
documents: results[2].records
};
}
}
```
---
## 🔧 MCP Tool Definition
```javascript
// Integration into existing MCP server
{
name: "salesforce_backup",
description: "Create comprehensive backups of Salesforce data including all file attachments",
inputSchema: {
type: "object",
properties: {
backup_type: {
type: "string",
enum: ["full", "incremental", "files_only"],
description: "Type of backup to perform",
default: "incremental"
},
output_directory: {
type: "string",
description: "Directory to store backup files",
default: "./backups"
},
include_files: {
type: "boolean",
description: "Include ContentDocument/ContentVersion files",
default: true
},
include_attachments: {
type: "boolean",
description: "Include legacy Attachment files",
default: true
},
include_documents: {
type: "boolean",
description: "Include Document object files",
default: true
},
objects_filter: {
type: "array",
items: { type: "string" },
description: "Specific objects to backup (empty = all objects)"
},
since_date: {
type: "string",
description: "ISO date for incremental backup (YYYY-MM-DDTHH:mm:ss.sssZ)"
},
compression: {
type: "boolean",
description: "Compress backup files with gzip",
default: true
},
parallel_downloads: {
type: "number",
description: "Number of parallel file downloads",
default: 5,
minimum: 1,
maximum: 10
}
}
}
}
```
---
## 📊 Performance-Optimierungen
### 1. API-Effizienz
- **Bulk Queries**: 2000 records per SOQL query
- **Parallel Downloads**: Bis zu 10 gleichzeitige Datei-Downloads
- **Field Selection**: Nur benötigte Felder abfragen
- **Query Batching**: Große Object-Listen in Chunks aufteilen
### 2. Memory Management
- **Streaming Downloads**: Große Dateien nicht komplett in Memory laden
- **File Buffering**: Schreibe Dateien direkt auf Disk
- **Progress Tracking**: Live-Updates über Backup-Fortschritt
### 3. Error Handling & Resilience
- **Retry Logic**: 3 Versuche bei fehlgeschlagenen Downloads
- **Partial Recovery**: Backup fortsetzbar bei Unterbrechung
- **Detailed Logging**: Alle Fehler und API-Calls dokumentiert
---
## 🔍 Backup-Restore Integration
### 1. Restore Tool Concept
```javascript
{
name: "salesforce_restore",
description: "Restore data from Salesforce backup",
inputSchema: {
properties: {
backup_directory: { type: "string" },
restore_type: {
type: "string",
enum: ["data_only", "files_only", "complete"]
},
target_objects: {
type: "array",
items: { type: "string" }
}
}
}
}
```
### 2. Backup Comparison Tool
```javascript
{
name: "salesforce_backup_compare",
description: "Compare two backups to see differences",
inputSchema: {
properties: {
backup1_path: { type: "string" },
backup2_path: { type: "string" },
comparison_type: {
type: "string",
enum: ["records", "files", "schema", "complete"]
}
}
}
}
```
---
## 📈 Implementation Phases
### Phase 1: Core Infrastructure (Week 1-2)
- ✅ Basic backup tool structure
- ✅ Directory organization
- ✅ SObject data extraction
- ✅ Progress tracking
### Phase 2: File Download Support (Week 3-4)
- ✅ ContentVersion download
- ✅ Attachment download
- ✅ Document download
- ✅ Parallel processing
### Phase 3: Advanced Features (Week 5-6)
- ✅ Incremental backup logic
- ✅ Compression support
- ✅ Error handling & retry
- ✅ Detailed logging
### Phase 4: Restore & Tools (Week 7-8)
- ✅ Restore functionality
- ✅ Backup comparison
- ✅ Performance optimization
- ✅ Documentation & testing
---
## 🎯 Success Metrics
### Functional Requirements
- ✅ Backup all standard and custom objects
- ✅ Download all three file types (ContentVersion, Attachment, Document)
- ✅ Support incremental backups with date filtering
- ✅ Organize backup in searchable directory structure
- ✅ Handle large files (up to 2GB) efficiently
### Performance Requirements
- ✅ Full org backup under 2 hours (for typical org)
- ✅ Incremental backup under 15 minutes
- ✅ Parallel file downloads (5-10 concurrent)
- ✅ Memory usage under 500MB during backup
- ✅ Resume capability for interrupted backups
### User Experience Requirements
- ✅ Simple one-command backup execution
- ✅ Real-time progress indication
- ✅ Clear error messages with recovery suggestions
- ✅ Detailed backup reports and statistics
- ✅ Integration with existing MCP Salesforce tools
---
## 🚀 Usage Examples
### Full Backup
```javascript
// Claude: "Create a complete backup of our Salesforce org"
{
"backup_type": "full",
"include_files": true,
"include_attachments": true,
"include_documents": true,
"output_directory": "./backups/full-backup-2024-01-15"
}
```
### Incremental Backup
```javascript
// Claude: "Backup all changes since last week"
{
"backup_type": "incremental",
"since_date": "2024-01-08T00:00:00.000Z",
"compression": true
}
```
### Files Only Backup
```javascript
// Claude: "Backup just the files and attachments"
{
"backup_type": "files_only",
"parallel_downloads": 8,
"objects_filter": ["ContentDocument", "Attachment", "Document"]
}
```
---
## 💡 Advanced Features (Future)
### 1. Cloud Storage Integration
- AWS S3 upload after backup
- Google Drive integration
- Dropbox Business support
### 2. Scheduled Backups
- Cron-job integration
- Automated incremental backups
- Email notifications
### 3. Data Anonymization
- PII removal for test environments
- Field masking capabilities
- GDPR compliance features
### 4. Backup Analytics
- Storage usage trends
- File type distribution
- Growth rate analysis
---
This comprehensive backup feature would make the MCP Salesforce server a complete data management solution, ensuring that users never lose critical business data while maintaining full file attachment support across all Salesforce file systems.
