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Four Things Enterprises Need to Know About Salesforce Backup and Restore


Aug 09, 2021

Salesforce Backup

What would you do if your Salesforce data disappeared? Accidents happen, and malicious actors exist. The business-critical data in your Salesforce environments can be lost or corrupted — grinding operations to a halt.

It’s a common misconception that SaaS platforms automatically protect user data. According to a recent research report by ESG, 35% of IT leaders rely solely on platforms to back up SaaS data.*

That’s a mistake. SaaS platforms, including Salesforce, are only responsible for the integrity of the platform – YOU are responsible for your company’s data. That means every user, integration, and automation can pose a risk.

Below you’ll learn why Salesforce backup and restore is different at the enterprise level, and how to find the right backup and restore solution to meet your needs.

Why you need to back up Salesforce data 

Chances are, your Salesforce data is very important to your organization (otherwise you wouldn’t be here). You need to protect this data by backing it up regularly, and having the ability to restore it if a data loss event happens.

Take a proactive approach instead of scrambling for a fix if disaster strikes. You don’t have to fear a data loss incident if you already have the right Salesforce data backup and restore solution in place.

Why backing up Salesforce data gets very, very complex in the enterprise

Backup and restore is easy, right? Export -> import -> back to business.

Not at all. Protecting enterprise-scale Salesforce data is hard to do without tools and resources designed for that exact purpose. An effective approach to protecting Salesforce data needs to take into account the context, not just the data, and navigate many roadblocks to a successful data restore. 

Salesforce data can be complex, especially at the enterprise level. A few (of the many) reasons are:

  • Parent-child relationships. Data must be backed up in a way that allows to relationships to remain intact when restored
  • Large Data Volumes. Data grows and changes at a tremendous pace.
  • Salesforce governor limits. You can’t risk hitting limits such as API call limits, data and file storage capacity limits, etc.
  • Industry regulations. Data is subject to data privacy regulations like GDPR, CCPA, and more
  • Organizational requirements. Your backup and restore / disaster recovery plan must adequately address your particular organization’s requirements like your recovery point objective (RPO), recovery time objective (RTO), the effect process automation tools have on the restore process, and more

It’s critical that you choose a Salesforce backup and restore solution that can accommodate the complexity, size, and specific needs of your organization.

What differentiates Salesforce backup and restore solutions 

A lot of solutions out there claim they make Salesforce data backup simple. But you know better – it’s not simple, especially in the enterprise. Enterprises require certain features that out-of-the-box solutions do not offer.

For enterprise Salesforce users, there are four key features that a Salesforce backup and restore solution must have:

Feature 1: True enterprise-grade security

A solution that…

  • Is a “no view” provider and therefore can never see your data
  • Encrypts data everywhere: At the network, OS, disk, granular column, and granular file levels
  • Offers data residency options anywhere in the world
Feature 2: Ultra-high performance capabilities

A solution that…

  • Can back up billions of records
  • Can back up hundreds of millions of records per hour
  • Predicts and limits consumption using AI, so you’re not unnecessarily using API calls on backup jobs
Feature 3: Ability to handle complexity

A solution that…

  • Can fully restore your data model, including all parent child relationships 
  • Identifies and eliminate restore roadblocks so there are no surprises during a restore event
Feature 4: World-class expertise

A solution that…

  • Is built by leading Salesforce CTAs
  • Offers a world-class, technical services team customizes and configures your backup plan based on your specific Salesforce implementation and use cases

If you can check off everything on the list above, then you know you’re dealing with a solution who has the ability to handle enterprise-grade Salesforce backup and restore.

Salesforce Architects recently published a blog post, “5 Things Architects Overlook When Choosing a Data Backup Solution” explaining why Salesforce customers need a data backup solution and detailing some of the important considerations that are often overlooked when selecting and evaluating solutions.

The best enterprise-grade Salesforce backup and restore solution

You may already know that Odaseva is the #1 Enterprise Data Platform for Salesforce. But don’t just take our word for it:

* Source: 2021 Data Protection Cloud Strategies, The Enterprise Strategy Group, 2021

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