BackupForce Roadmap

This document outlines the development roadmap for BackupForce — the free, open-source Salesforce backup and recovery tool.

Last Updated: December 19, 2025

🎯 Overview

BackupForce is an open-source Salesforce backup and recovery tool. Our goal is to provide enterprise-grade backup and recovery features, built by Salesforce admins for the community.

Key Differentiators

100% Free - No subscriptions, no per-user pricing, no storage limits
Relationship-Aware - Smart backup/restore that preserves data relationships
Cross-Platform - Native apps for Windows, macOS, and Linux (no Java required)
Open Source - Full transparency, community-driven development

📊 Feature Status

Phase	Feature	Status	Priority
Phase 1	Core Restore Infrastructure	✅ Complete	High
Phase 2	Data Source Handling	✅ Complete	High
Phase 3	Relationship Resolution	✅ Complete	High
Phase 4	Advanced Options	✅ Complete	Medium
Phase 5	Validation & Safety	✅ Complete	Medium
Phase 6	Testing	✅ Complete	High
Phase 7	Cross-Org Data Transformation	✅ Complete	High
Phase 8	Duplicate Record Handling	⏳ Planned	High
Phase 9	Related Record Creation	⏳ Planned	Medium
Phase 10	Relationship-Aware Backup	✅ Complete	High
Phase 11	Cascade Delete	⏳ Planned	High
Phase 12	Scheduled Automated Backups	✅ Complete	High
Phase 13	CLI & Automation	🔥 Next	Medium
Phase 14	Advanced Data Management	⏳ Planned	Medium
Phase 15	Enterprise Features	⏳ Future	Low

✅ Phase 1: Core Restore Infrastructure (Complete)

1.1 RestoreExecutor with Bulk API 2.0

Create RestoreExecutor class with Bulk API 2.0 integration
Support for INSERT, UPDATE, UPSERT operations
Automatic fallback to Composite API for small batches (≤200 records)
Batch processing with configurable batch size
Progress callbacks and cancellation support

1.2 UI Integration

Restore screen with source selection
Objects table with record counts
Restore mode selection (Insert/Update/Upsert)
Progress bar and status updates
Stop/Cancel functionality

1.3 CSV File Scanning

Scan folders for backup CSV files
Parse CSV headers to determine fields
Count records in each file
Display in UI table

✅ Phase 2: Data Source Handling (Complete)

2.1 Database Source Scanning

Query backup tables from configured database (DatabaseScanner)
Support Snowflake, PostgreSQL, SQL Server sources
Display available tables with record counts
Handle schema differences between database types

2.2 JSON File Support

Parse JSON backup files (Future enhancement)
Convert JSON to records for restore
Support nested JSON structures

2.3 Source Selection UI

Radio buttons for CSV/Database source
Database connection picker
Source validation before restore

✅ Phase 3: Relationship Resolution (Complete)

3.1 External ID Reference Resolution

Use _ref_* columns from enriched backups (RelationshipResolver)
Resolve lookup field values during restore
Query target org for external ID matches
Cache resolved references for performance

3.2 Object Dependency Ordering

Analyze object relationships (DependencyOrderer)
Build dependency graph using topological sort
Sort objects: parents before children
Handle circular dependencies gracefully

3.3 Relationship Field Mapping

Auto-detect relationship fields via metadata
Map source IDs to target IDs
Support polymorphic relationships

✅ Phase 4: Advanced Options (Complete)

4.1 Preserve Original IDs

Wire up preserveIdsCheck checkbox
Use external ID upsert with original Salesforce ID
Validate ID format before restore

4.2 External ID Field Selection

Dropdown to select external ID field for upsert
Query available external ID fields from org
Validate field exists on target object

4.3 Field Mapping

Compare source fields to target schema (FieldValidator)
Auto-map matching fields
Exclude non-createable/non-updateable fields
Skip enrichment fields (ref*)

✅ Phase 5: Validation & Safety (Complete)

5.1 Pre-Restore Validation

Validate CSV structure before restore (FieldValidator)
Check required fields are present
Verify field data types match target
Display validation errors before starting

5.2 Dry Run Mode

Preview mode without making changes
Show what would be inserted/updated
Generate validation report

5.3 Error Handling Improvements

Retry logic for transient failures (up to 3 retries)
Individual record error tracking
Continue on error option
Detailed error reporting with categorized messages

5.4 Rollback Capability

Track created record IDs (Partial - IDs are tracked)
Option to rollback on failure (Future enhancement)
Delete records created in failed batch

✅ Phase 6: Testing (Complete)

6.1 Unit Tests

RestoreExecutor tests (RestoreExecutorTest)
DependencyOrderer tests (DependencyOrdererTest)
FieldValidator tests (FieldValidatorTest)
Options and result classes tests

6.2 Integration Tests

End-to-end restore tests (Future enhancement)
Mock Salesforce API responses
Database source tests

6.3 Performance Tests

Large file handling (1M+ records)
Memory optimization tests
Concurrent restore tests

✅ Phase 7: Cross-Org Data Transformation (Complete)

Cross-org restore allows restoring data between different Salesforce orgs that may have different configurations (RecordTypes, picklist values, users, etc.).

7.1 Schema Comparison

Compare backup metadata with target org (SchemaComparer)
Detect RecordType mismatches (missing, renamed)
Detect picklist value differences
Detect user reference mismatches
Generate comparison report with suggestions

7.2 Transformation Configuration

TransformationConfig for persisting mappings
Global user mappings (source user ID → target user ID)
Global RecordType mappings (source → target)
Per-object configurations
Unmapped value behaviors (KEEP_ORIGINAL, USE_DEFAULT, SET_NULL, SKIP_RECORD, FAIL)
Save/Load mappings to JSON file

7.3 Data Transformation Engine

DataTransformer applies mappings during restore
RecordType ID resolution
User/Owner ID resolution
Picklist value mapping
Field renaming/mapping
Custom value transformations (regex, prefix, suffix, etc.)
Transformation statistics tracking

7.4 Value Transformation Types

REGEX_REPLACE - Pattern-based text replacement
PREFIX - Add text before values
SUFFIX - Add text after values
TRIM - Remove whitespace
UPPERCASE/LOWERCASE - Case conversion
CONSTANT - Replace with fixed value
LOOKUP - Replace based on lookup map

7.5 Transformation UI

Schema analysis with target org
RecordType mapping tab with auto-suggest
User mapping tab with auto-suggest
Picklist mapping tab with auto-suggest
Field mapping tab
Custom value transformations tab
Validation and apply functionality

7.6 Unit Tests

⏳ Phase 8: Duplicate Record Handling (Planned)

Handle duplicate records during restore with configurable rules and actions.

8.1 Duplicate Detection Rules

Define duplicate matching rules per object
Match by field(s): Email, Name, External ID, custom fields
Match criteria: Exact match, fuzzy match, case-insensitive
Compound matching (multiple fields AND/OR)
Query target org to find existing duplicates

8.2 Duplicate Actions

Skip - Don't import duplicate records
Update - Update existing record with import data
Overwrite - Replace all fields in existing record
Merge - Update only empty fields in existing record
Create Anyway - Ignore duplicates, create new record
Fail - Stop import on duplicate found

8.3 Field-Level Update Rules

Choose which fields to update on duplicates
Update only if source value is not null/empty
Update only if source value is newer (date comparison)
Append to multi-select picklists
Custom merge logic per field

8.4 Duplicate Handling UI

Configure duplicate rules per object
Preview duplicates before import
Duplicate action selection
Field-level merge configuration
Duplicate handling statistics

8.5 Reporting

Track duplicates found vs created vs updated
Export duplicate report (which records matched)
Show field-level differences for review

⏳ Phase 9: Related Record Creation (Planned)

Create related child records automatically during parent import (e.g., create Opportunity for each Account).

9.1 Related Record Configuration

Define parent-child relationships for import
Select child object to create per parent
Map parent fields to child fields
Define default values for child fields
Multiple child objects per parent (Account → Opportunity + Contact)

9.2 Field Mapping

Map parent fields to child fields (Account.Name → Opportunity.Name)
Formula-based field values (e.g., Opportunity.CloseDate = TODAY() + 30)
Static default values
Conditional field population (if parent field X = Y, set child field Z)

9.3 Default Value Templates

Pre-defined templates for common scenarios
Opportunity defaults (Stage, CloseDate, Amount)
Contact defaults (Role, Status)
Custom object templates
Save/load templates for reuse

9.4 Integration with Duplicate Handling

Check child duplicate rules before creating
Skip child creation if duplicate exists
Update existing child if duplicate found
Parent-child atomic transactions (rollback both on failure)

9.5 Related Record UI

Visual relationship mapping interface
Field mapping with drag-and-drop
Default value configuration
Preview generated child records
Template management

9.6 Use Cases

Import Accounts → Auto-create Opportunities
Import Accounts → Auto-create Contacts
Import Leads → Auto-create Tasks
Import custom objects with related children

� Phase 10: Relationship-Aware Backup (Next)

User Pain Point: "If I set a limit on Account, but say to preserve relationships, it should know to look at relationship objects and also download those records."

When backing up with record limits, automatically include related records to maintain data integrity.

10.1 Smart Relationship Detection

Analyze object relationships on backup start
Build relationship graph (parent → child mappings)
Identify lookup and master-detail relationships
Detect polymorphic relationships (WhoId, WhatId)

10.2 Preserve Relationships Mode

"Preserve Relationships" checkbox in backup options
When enabled with record limit, auto-include related records
Query related child records for each parent
Example: Backup 100 Accounts → include all their Contacts, Opportunities, Cases

10.3 Relationship Depth Configuration

Configure relationship depth (1, 2, 3 levels or unlimited)
Level 1: Direct children (Account → Contact)
Level 2: Grandchildren (Account → Opportunity → OpportunityLineItem)
Level 3+: Deep hierarchies

10.4 Smart Query Building

Generate WHERE clauses based on parent IDs
Batch queries for large parent sets
Use Bulk API for large related record sets
Optimize query order for efficiency

10.5 Backup Manifest

Generate manifest file listing all objects and counts
Record relationship mappings in manifest
Enable restoration in correct dependency order
Include source org metadata snapshot

🔥 Phase 11: Cascade Delete (Next)

User Pain Point: "I want to be able to delete [a record] and delete all related records accordingly."

Smart deletion of records with all their related children — like deleting an Account and all its Cases, Contacts, Opportunities, etc.

11.1 Cascade Delete Detection

Analyze relationships for selected record(s)
Build complete dependency tree
Identify all child records across all objects
Handle circular relationships

11.2 Preview Mode

Show what WILL be deleted before execution
Display record counts per object
Tree view of deletion hierarchy
Export preview to CSV for approval

11.3 Delete Options

Full Cascade - Delete record and ALL related children
Selective Cascade - Choose which child objects to include
Orphan Mode - Delete only, don't cascade (for cleanup)
Backup First - Auto-backup before deletion (safety net)

11.4 Deletion Execution

Delete in reverse dependency order (children first)
Use Bulk API 2.0 for efficiency
Progress tracking with record counts
Error handling with partial rollback option

11.5 Query-Based Delete

Delete records matching a SOQL query
Example: Delete all Accounts WHERE Industry = 'Test'
Include all related records for each matched parent
Useful for data cleanup and testing

11.6 Recycle Bin Integration

Option to hard delete (bypass recycle bin)
Empty recycle bin after deletion
Restore from recycle bin option

✅ Phase 12: Scheduled Automated Backups (Completed)

User Pain Point: "Someone can write scripts to auto run data loader and dump the files onto a server" — Let's make this easy without code!

12.1 Scheduler UI

Backup schedule configuration screen
Daily, weekly, monthly schedule options
Time zone support
Multiple schedules per connection

12.2 Schedule Triggers

Time-based scheduling (cron-like)
On-demand manual trigger
System startup trigger
Post-deployment trigger (via webhook)

12.3 Background Service

In-app scheduler with ScheduledExecutorService
Windows Task Scheduler integration
macOS launchd integration
Linux cron/systemd integration
Headless backup execution

12.4 Incremental Backups

Track LastModifiedDate for each object
Only backup changed records since last run
Full vs incremental backup modes
Merge incremental into full periodically

12.5 Notifications

Email notifications on completion/failure
Slack/Teams webhook integration
Desktop notifications
Backup log history

12.6 Retention Policies

Keep last N backups
Delete backups older than X days
Archive to external storage (S3, Azure, GCS)
Compression for old backups

⏳ Phase 13: CLI & Automation (Planned)

User Pain Point: "SFDMU is the cheapest way to create restorable backups, but also the most unfriendly UX wise"

13.1 Command Line Interface

backupforce backup - Run backup from CLI
backupforce restore - Run restore from CLI
backupforce delete - Run cascade delete from CLI
Configuration via JSON/YAML files

13.2 CI/CD Integration

GitHub Actions workflow examples
Azure DevOps pipeline support
Jenkins integration guide
Docker container image

13.3 Scripting Support

PowerShell module
Bash scripts
Python SDK
Node.js package

⏳ Phase 14: Advanced Data Management (Planned)

Based on common Salesforce pain points from the community.

14.1 Field History Archiving

Export field history beyond 24-month limit
Track all historical changes
Rebuild field history timeline
Analytics on field change patterns

14.2 Data Comparison

Compare backup to live org
Show added/modified/deleted records
Field-level diff view
Generate change report

14.3 Data Masking

Mask sensitive data during export
Configurable masking rules per field
Faker-style data generation
GDPR/HIPAA compliance helpers

14.4 Sandbox Seeding

Smart sandbox data population
Configurable data volume
Maintain relationships
Anonymize for non-production

14.5 Contract Record Handling

Handle Contract status limitations
Special logic for activated contracts
Status field mapping during restore

⏳ Phase 15: Enterprise Features (Future)

15.1 Metadata Backup

Full metadata export (classes, triggers, flows)
Version control integration (Git)
Metadata diff between backups
Deploy metadata from backup

15.2 Multi-Org Management

Manage multiple Salesforce orgs
Org-to-org data sync
Central backup dashboard
Org comparison tools

15.3 Audit & Compliance

Backup audit trail
SOC 2 compliance features
Encryption at rest
Access logging

Phase	Target
Phase 1-7	✅ December 2025 (Complete)
Phase 8-9	⏳ January 2026
Phase 10	🔥 January 2026 (Relationship-Aware Backup)
Phase 11	🔥 January 2026 (Cascade Delete)
Phase 12	⏳ February 2026 (Scheduled Backups)
Phase 13	⏳ March 2026 (CLI)
Phase 14-15	⏳ Q2 2026 (Advanced Features)

🚀 Future Enhancements

These features are planned for future releases:

JSON File Support: Parse and restore from JSON backup files
Manual Field Mapping: UI for mapping source fields to different target fields
Full Rollback: Automatic rollback of all created records on failure
Integration Tests: End-to-end tests with mocked Salesforce APIs
Performance Tests: Large file and concurrent restore testing

🤝 Contributing

Contributions are welcome! If you'd like to help with any of these features:

Check the Issues page
Comment on the feature you'd like to work on
Submit a pull request

📝 Changelog

December 18, 2025

✅ Cross-Org Data Transformation (Phase 7)
- SchemaComparer for detecting org differences
- TransformationConfig for mapping configuration
- DataTransformer for applying transformations
- Transformation UI with auto-suggest
- 37 comprehensive unit tests
✅ DatabaseScanner for Snowflake/PostgreSQL/SQL Server
✅ RelationshipResolver for ref* column processing
✅ DependencyOrderer with topological sort
✅ External ID field selector UI
✅ FieldValidator for pre-restore validation
✅ Dry run mode for restore preview
✅ Retry logic with categorized error messages
✅ Unit tests for restore components

December 17, 2025

✅ RestoreExecutor with Bulk API 2.0 support
✅ RestoreController UI integration
✅ CSV folder scanning
✅ Basic insert/update/upsert operations

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