salesforce backup strategy

Salesforce backup strategy

Laura Serra Data Protection 0 Comments

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What’s your Salesforce backup strategy?

For organisations using the Salesforce.com as a CRM system, your data, whilst secure, resides in the Salesforce.com cloud, largely out of your control.

If you lose or accidentally delete data, you are able to recover it via Salesforce services, but at significant cost. Metadata will not be recovered, and the raw data will be sent to you in a comma-delimited spreadsheet.

There are now more options available to you for backing up your Salesforce data and protecting you against the event of data loss or accidental deletion.

Salesforce backup solution

Salesforce is the world’s leading CRM and intelligent customer success platform that was also recently named “leader in B2C Commerce Suites” by an independent research firm.

When used properly, Salesforce contains the most relevant and precious information about your customers and the lifeblood of your business.

What if one of your sales team accidentally deletes some important data stored in Salesforce?

The standard backup Salesforce functionality has some limits:

  • The price for a recovery service is a flat rate of $US 10,000
  • The recovery process is manually, and it usually takes a minimum of 6 – 8 weeksto complete
  • The recovery system is only able to restore three months of datafrom the day the data recovery is performed
  • The recovery does not include metadata (records from the account object, list views, reports, and workflows) rather only the customer or structured data

As part of the standard offering, Salesforce cannot offer you:

  1. Automatic, immediate data recovery
  2. Long term data retention
  3. Recovery of metadata

Along with on-premise enterprise data, it is important that your organisation has a backup and recovery strategy for data stored in cloud applications such as Salesforce (note this is suggested by Salesforce).

Your backup strategy should be tailored to your unique needs.

Your backup strategy should be tailored to your unique needs, providing data continuity, data security, easy and immediate restoration capability, fault tolerance and scalability of the service.

Considering a Managed Provider for Backup and Recovery services

You should not be relying on your application provider to back up and restore Salesforce’s critical data. Instead, you should look to a more comprehensive backup service for ensuring all your data is protected, regardless of where it resides (Salesforce, Google Apps, Office 365, endpoints and more).

There are 3 major factors to consider when you have to select a cloud backup solution:
• How soon can data be restored in a useable format?
• How accurate is the restore?
• How long is backed up data retained?

A reliable Managed Service Provider shall give you the peace of mind that your critical business data is always secure, protected and can be restored immediately. Costs must be predictable, and the service must be scalable to suit the current business situation.

Ask our team of experts for a consultation

 

Ther are many advantages of using a managed hosting provider that look after your data protection.

You can set up different backup schedules, define retention policies and select the number of generations of data to retain in backup repositories based on its value and criticality.

The service provider will copy the data from the Salesforce cloud to a private cloud, your Managed Service Provider’s cloud or a hybrid of both.

A comprehensive backup provider shall also offer these additional services:

  1. Long-term data retention up to 7 years, necessary to be compliant with government regulations
  2. No extra charge for recovering lost data should be included in the monthly subscription rate
  3. Automatic, complete and immediate recovery processing a series of simple mouse clicks
  4. Recovery includes metadata and structured data
  5. Mirroring of data in several data centres
  6. Data encryption

Backup providers often use multiple data centres and file encryption to improve security. This allows your organisation to restore data assuring that the quality and accuracy of the backup data is optimal. The second location also secures your Salesforce’s data from any possible hacker attack.

Asigra Backup Software is a perfect package to backup your data securely from the Salesforce cloud.

Salesforce backup solution

Organisations that want to ensure their business continuity must consider a more comprehensive managed backup service to be able to recover their data efficiently and fast, wherever the data reside (Salesforce, Dropbox, hybrid or private clouds…) and whatever will happen.

Data loss due to catastrophic failure of your cloud application may be highly unlikely, but you also need to protect against user error – i.e. accidental deletion. Asigra Backup provides you with these options, for a reasonable and predictable cost.

Ask our team of experts for a consultation

 

Summary
What’s your Salesforce backup strategy?
Article Name
What’s your Salesforce backup strategy?
Description
For organisations using the Salesforce.com as a CRM system, your data, whilst secure, resides in the Salesforce.com cloud, largely out of your control. If you lose or accidentally delete data, you are able to recover it via Salesforce services, but at significant cost. There are now more options available to you for backing up your Salesforce data.
Publisher Name
CloudRecover
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