7/7/2023 0 Comments Salesforce data backup policyIn the Lightning version of the UI, you’ll find it by clicking on Data -> Data Export in the leftmost menu. The most straightforward thing is simply exporting the data using the built-in functionality. They may not be that comprehensive but will do the job for many of you. If Backup and Restore doesn’t work for you, there are a number of other methods available in-house. If you’re up for trying it, you’re encouraged to get in touch with your sales rep to discuss the details. Salesforce Backup and Restore is a paid add-on with no fixed price tag. Given Salesforce’s track record of maintaining a very high uptime, this shouldn’t cause much of an issue in the long run. As such, a regional outage could, temporarily, make it difficult to access both the production data and the backed-up copies. The data backed up through this service is stored in a separate data center, albeit in the same geographical location. The Salesforce team also confirmed that users will be able to perform analytics on the backed-up data both in the tool’s interface as well as in the usual place for analytics in Salesforce. As the name suggests, it can also restore select sets of data if the need arises to do so.Īmong its features, there’s an audit of existing and upcoming backups, controls of who can access, handle, and restore backups as well as advanced criteria for restoring data. Salesforce Backup and Restore is a native tool for creating backup copies of a Salesforce database, including all the data stored in the platform. Salesforce Backup and Restore – the native Salesforce backup tool As the demand for such service was significant, Salesforce released a brand new service towards the end of the year called Salesforce Backup and Restore. Even then, the team couldn’t guarantee that all lost data would be recovered.ĭata Recovery Service was discontinued in July 2020, then shortly restored the following year only to be officially retired later in 2021. Caveat – the feature came with a hefty price tag of $10,000 per use and would take 6 to 8 weeks to fulfill a task. Through it, the Salesforce team would help you recover any data stored on the platform (no metadata, though). Salesforce used to have a service called Data Recovery Service. To feel 100% protected, you want to look for solutions that will back up both types of data – ideally, in an automated and frequent manner. Metadata, on the other hand, are the derivatives such as configuration, reports, dashboards, layouts, as well as any custom code. This category also encompasses custom object records, uploaded files, as well as data generated within Salesforce Chatter. Here, it’s important to distinguish between two types of data that are commonly exported out of Salesforce: data and metadata.ĭata are any records you can find in Salesforce: contacts, deals, accounts, and others. The selection of methods depends very much on what it is that you wish to back up from Salesforce. Not every backup method offers such possibilities but those that do can greatly benefit your business. By exporting an extra copy of your Salesforce data, you can analyze it with the dedicated tools, a lot more powerful than what’s built into your SF dashboard. Perhaps it’s not the most obvious one but certainly a very beneficial aspect of running backups. Analyze the data outside of the platform.Sometimes, the damage could be irreversible. Things get a lot tougher to fix when a complex workflow is changed in an unintended way or a buggy APEX script is deployed. Some are easy to reverse, such as accidentally deleting a contact or inserting a wrong value. If that happens, you want to have a way to start over without any consequences. It’s a life-saver in many situations but can also be a major threat if you, accidentally, wipe out numerous records or amend them beyond repair. Tools such as Data Loader allow you to import or update thousands of records in a matter of seconds. Mitigate the risk behind bulk import or update of data.People typically do a Salesforce backup to: There are many different situations where having a proper Salesforce data backup is a major advantage. Finding the right Salesforce data backup tool Why do a Salesforce backup?
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