The Ultimate Guide To Salesforce Data Recovery And Backup

Of course Salesforce manages with the available services and provides different backup and recovery features in case you face data losses or need to return data to the previous value. This blog will be discussing the data security concerns which is of course the first step to set up a disaster recovery plan, will deal with data migration, rollback strategy and much more.

Let’s move forward with the need of Salesforce data backup and recovery, how and what to backup and which API’s to use.

Studies suggest that if Salesforce faces data center failures viz hardware errors, on-site disasters etc. then Salesforce handles such types of failures aptly hence, you do not have to worry for data center failures.

Why backupify Salesforce data?

Though Salesforce performs a real-time replication to disk at each data center, still there are many different reasons why a customer would like to have their own data backup information from Salesforce. This could be:

  • Data replication to a data warehouse.
  • Data recovery from data corruption which can be due unintended user error or some malicious activity.
  • Archiving data to reduce volumes.

Key Areas which Recovery Solution Should Cover?

As you will be yielding the benefits from having a good recovery process, you must take some key areas into consideration while developing your recovery strategy:

  • Recovery of specific version of document or data or metadata
  • Minimizing data transformation during restoration process.
  • Handling different types of restore processes.
  • What is the performance and time to restore?
  • Minimizing and planning for business impacted by restoration process.
  • Provision of error logs for manual intervention.

Choosing Backup Method:

While choosing the apt backup method there are certain factors which one must consider before deciding further:

1: Security
Whichever Salesforce data backup method you choose, it should be properly guarded against security risks which might include encryption of local data and other security measures. Certain things must be kept in mind while ensuring that your backup data is secure like file system storage, backup archives retention and backup and restore server configuration.

2: Fault Tolerance and Scalability
A regular Salesforce data backup and restoration solution must be able to handle backup failures with minimal user interaction. Consider a solution that provides fault tolerance and go in more details on scalability like data volume strategy, degree of automation, monitoring and optimizing capacities and much more.

3: Restoration Capability
If you will be looking for Salesforce data backup, you will definitely be worried for restoration as well. Keeping certain points in minds while addressing to restoration requirement will be of great help. Consider the ability to quickly restore a few records, restore process and data quality, ability to mass restore.

4: Customization and Automation
Certain scenarios might require the ability to change the ways the backup process works. Consider factors like scope of backup and restoration, automation frequency of backup, need for backup plan personalization, maintenance of backup plan. Consider a solution which provides maximum flexibility.