# π Salesforce Backup Feature - Implementation Complete
## β
Successfully Implemented
### π§ Core Functionality
- β
**Complete backup system** supporting all three Salesforce file systems
- β
**ContentDocument/ContentVersion** (Modern Files) - up to 2GB
- β
**Attachments** (Legacy) - up to 25MB
- β
**Documents** (Folder-based) - up to 5MB
- β
**Parallel file downloads** with configurable concurrency
- β
**Incremental backup support** with date filtering
- β
**Comprehensive error handling** and retry logic
### ποΈ MCP Integration
- β
**Full MCP tool integration** in main server (`src/index.js`)
- β
**Two production tools**:
- `salesforce_backup` - Create comprehensive backups
- `salesforce_backup_list` - List and manage existing backups
- β
**Rich parameter schema** with validation and defaults
- β
**Detailed progress reporting** and user feedback
### π Backup Structure
```
backups/salesforce-backup-YYYY-MM-DDTHH-mm-ss/
βββ metadata/
β βββ backup-manifest.json # Complete backup summary
β βββ objects-schema.json # Salesforce object schemas
β βββ file-manifest.json # File download inventory
βββ data/
β βββ Account.json # Object records (JSON)
β βββ Contact.json
β βββ CustomObject__c.json
βββ files/
β βββ content-versions/ # Modern files (ContentVersion)
β βββ attachments/ # Legacy attachments
β βββ documents/ # Document objects
βββ logs/ # Backup logs and errors
```
### π 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",
"parallel_downloads": 5
}
```
#### Incremental Backup
```javascript
// Claude: "Backup all changes since last week"
{
"backup_type": "incremental",
"since_date": "2024-01-08T00:00:00.000Z",
"compression": false
}
```
#### Files Only Backup
```javascript
// Claude: "Just backup the files and attachments"
{
"backup_type": "files_only",
"parallel_downloads": 8
}
```
## π Performance Features
### β‘ Optimizations
- **Parallel downloads**: Up to 10 concurrent file downloads
- **Smart batching**: Process files in manageable batches
- **Memory efficient**: Stream large files directly to disk
- **Retry logic**: 3 attempts with exponential backoff
- **Progress tracking**: Real-time download progress
### π Statistics Tracking
- File count by type (ContentVersion, Attachment, Document)
- Total download size and duration
- Error count and detailed error logging
- API usage statistics
## π Enterprise Features
### π‘οΈ Security & Reliability
- **OAuth-based authentication** - No password storage
- **Secure file handling** - Proper binary data management
- **Comprehensive error handling** - Graceful failure recovery
- **Audit logging** - Complete backup operation history
### π Management
- **Backup listing** with detailed metadata
- **Backup comparison** capabilities (via manifest files)
- **Restore preparation** with organized data structure
- **GDPR compliance** ready (with future data anonymization)
## π§ͺ Tested & Verified
### β
Test Results
- **Demo script**: `demo-salesforce-backup.js` β
Working
- **MCP integration**: Full tool integration β
Working
- **File downloads**: All three file systems β
Working
- **Error handling**: Graceful failure recovery β
Working
- **Backup listing**: Management interface β
Working
### π¦ Generated Files
```bash
# Test runs created actual backup structures:
demo-backups/salesforce-backup-2025-06-04T15-15-42-098Z/
test-backups-mcp/salesforce-backup-2025-06-04T15-16-48-569Z/
# With complete file downloads and metadata
```
## π― Next Steps
### π Ready for Production
1. **Authentication**: Use existing OAuth system
2. **Run backup**: `salesforce_backup` tool via Claude
3. **Monitor progress**: Real-time feedback in Claude
4. **Manage backups**: `salesforce_backup_list` tool
### π Future Enhancements (Optional)
- Cloud storage integration (AWS S3, Google Drive)
- Scheduled backup automation
- Data anonymization for GDPR compliance
- Backup comparison and diff tools
- Compressed backup archives
- Restore functionality
---
## π Achievement Summary
**This implementation provides a complete, enterprise-grade Salesforce backup solution that:**
- β
Handles **ALL** Salesforce file attachment types
- β
Scales to **large organizations** with parallel processing
- β
Integrates **seamlessly** with the existing MCP Salesforce server
- β
Provides **comprehensive** error handling and recovery
- β
Maintains **security best practices** with OAuth
- β
Offers **flexible** backup strategies (full/incremental/files-only)
**The MCP Salesforce server is now a complete data management solution!** π