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Everything You Need to Know About Salesforce Backup Solutions

Prasana Lakshmi
Prasana Lakshmi
Published on
September 22, 2023

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According to the 2022 Thales Cloud Security Report, 45% of organizations surveyed have experienced a data breach involving data in the cloud. This means about 60% of organizations that use SaaS solutions do not have an adequate data backup and recovery strategy in place.

Solutions for backup and restore are essential for striking a balance between the importance of data security and flexibility and user-friendliness. Due to remote work, it is difficult for businesses to manage data that is scattered widely, so it is crucial to have a reliable data restoration solution. Additionally, companies must produce backups that can be used as restore points in particular scenarios. 

It is crucial to start using these kinds of technologies because faults, such unintentional data deletion or change, might happen at any time.

In Salesforce, for instance, users will be able to automate daily backups of both standard and custom objects and will also be able to automatically erase outdated backups during predetermined time intervals and restore backed-up data into organizations.

What kind of Salesforce data do we back up?

Having metadata backups in the DevOps cycle makes the process more reliable, as teams can easily perform rollbacks. ‍To restore Salesforce data, you must first restore the metadata. Without having a backup for metadata, only partial backup of data is possible, as the data cannot be restored to fields that do not exist. You must back up and restore your metadata as an attachment in addition to your data.

Therefore, the key is to create a regular data backup and restore strategy through automated salesforce data recovery and backup of your data and your metadata.

A few examples for backup supported in Salesforce are:

  • Custom Objects Backup
  •  Attachment Backup
  •  Metadata Backup
  •  Customization Backup
  •  Force.com Apps Backup
  •  Chatter Backup

Salesforce data backup strategy

  • Your regular data backup approach must adhere to Salesforce Service Level Agreements and industry compliance as part of your overall data management and security model (SLAs).
  • The data must be backed up to an additional Salesforce instance or Amazon Web Services, and it must be secured while in transit.
  • You need to frequently perform automated backups of your Salesforce data.
  • Create an automated data backup procedure for both data and metadata.

Best practices for backing up Salesforce data 

There are a handful of best practices when it comes to backing up Salesforce data. A key practice is to Schedule repeating backups so you can be sure you have a reliable data set to fall back on. This type of backup can be done at least once a week or even daily.

In addition to this, you can archive unused data, protect your data repositories using access control methods, and configure the retention period for your backup data based on your needs.

What is Salesforce’s backup and restore?

On July 31, 2020, Salesforce announced discontinuation of its native backup service (Data Recovery Service), and later unveiled its new Backup and Restore solution in 2021.

The main benefit is an automated backup and restore system that can plan daily backups of files, attachments, standard objects, and custom objects. Every backup of data will be encrypted both during storage and transmission.

Salesforce regularly creates backups of the data as well as the metadata. In addition, Salesforce deletes the oldest backups automatically in order to undertake a systematic purging of outdated copies. It is possible to alter the period of time after which it is erased. It is possible to run audits and discover who is responsible using this new cloud backup option.

Limitations of Salesforce backup and restore 

  1. User-deleted data is retained by Salesforce for 15 days in the recycling bin. Data in the recycle bin is permanently erased after 15 days.
  2. All of the CRM data may be manually or automatically exported by administrators and power users to CSV files that can be kept locally. Through tools like the Salesforce Data Loader, data from these exports can be reimported into Salesforce.
  3. Data recovery from Salesforce's own backups is available as a subscription service for up to 90 days.

The need for a separate Salesforce backup tool 

Business data and workloads today reside in data centers and public clouds. Extending traditional backup solutions to the cloud, especially to multiple clouds, is complex. Leverage the flexible and scalable capabilities of the cloud to deliver powerful data protection services that are easy to use and on-demand. It reduces costs with cloud data protection, global, source deduplication, integrated cloud archiving and on-demand scaling. Deploy anywhere securely and at scale in minutes and data encryption with no additional infrastructure costs. 

How to choose a Salesforce backup tool for your organization? 

Opsera offers integrated backups into your CI/CD DevOpspipelines. 

In the event of any outage, teams can monitor and undo changes to their data and metadata and swiftly restore complex data to their orgs. You may quickly deploy backup data to testing environments using Salesforce DevOps. Additionally, you can use the deployment procedure to retrieve data and metadata.

At Opsera’s no code platform, we strive to build secure and scalable declarative CI/CD pipelines with quality and security for your DevOps teams.

For more details on the backup we offer, write to us at https://www.opsera.io/contact.

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