While it appears that Salesforce supports backups of data & configs, it also appears that a complete backup is not possible. Have I misunderstood the meaning of this page?
For example, does this mean:
- Using Salesforce’s Metadata API, that the components referenced above can not be retrieved or
deployed with it – but
there are other ways to download all data & configs outside of Salesforce’s Metadata API.
- The components referenced above are ONLY accessible manually regardless method unless
HTTP is used as a method of documenting and “auto-manually” deploying
these components’ settings; by “auto-manually” I mean that a bot is
scripted to access the related points of configuration to configure
the platform as if they were a human.
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Those components cannot be deployed at all and must be configured through the UI. You probably could use something like Selenium to mimic the steps, if needed.
If you want to document changes (only those available to the metadata api) you can look at using Git backups. you can then schedule git backups and review any changes that were made. If you have a tool like Copado Deployer (appexchange app that can be used free) you can schedule these back ups. Then you can configure a workflow rule to let you know when changes were made.
Git repositories from bitbucket.org are free and private. I’d recommend using them.
Here’s a link to the app: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B3dgGEAR
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