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Can I back up a formula field?

Data backup and why it's not possible to backup a calculated field.

Valerio Chang avatar
Written by Valerio Chang
Updated over 7 months ago

You may have noticed that within your data backup job, your formula fields aren't getting backed up. Even if the object that contains these fields is backed up, along with all other fields that object contains. This is intended behaviour and this article aims to explain why.

The explanation

Within Salesforce, these fields are "Read Only", which means that they are not creatable or updateable. The result of this would be that we could backup the value, but not restore it.

As a general rule, Gearset doesn't backup any data that you cannot actually use/restore.

The solution

As formula field values are automatically generated by the formula itself, restoring the formula itself and everything else that it relies on should allow it to generate again. The steps are as follows:

1. Restore the objects metadata (which will include that formula field). Details on this step can be found here: Restoring metadata from a data backup job.

2. Restore that object's data (which will fill in all the other fields' values, this will be needed if they are a part of the formula calculation). Details on this step can be found here: Restoring multiple records and their full data structure from a backup job.

3. Once the formula field and the rest of the object's data are in place, that formula field should automatically generate the value again.

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