In this article
Salesforce is a leading software platform that offers Customer Relationship Management (CRM) services to over 150,000 businesses globally. Given the large amount of critical business data that’s stored in Salesforce, it is the responsibility of IT administrators to ensure that Salesforce data is secure.
While Salesforce recommends using third-party cloud backup solutions, more than 30% of businesses still rely on Salesforce Data Export Service or similar tools to back up their Salesforce data.
Note: This article covers backup for Salesforce data, and not metadata. To learn more about metadata backup, check out How to Backup Salesforce Metadata.
Even with the best of intentions, users and administrators have been in situations where they have either deleted large amounts of data or have modified records, only to later realize that a mistake was made. With tools like the data loader, it is very easy to mass delete or update records and a simple mistake in your source file or field mapping could spell disaster for your data. It is recommended that you keep a regular backup of your data and do a manual point-in-time backup before you proceed with any major data project within your org.
Human error – accidental deletion/overwriting of data
A Stanford study revealed that over 88% of data breaches are caused by human errors. Salesforce tools such as data loader make it easy to import large amounts of data that are vulnerable to accidental deletion or modification. Moreover, having too many people with administrator permissions can lead to data loss that may go unnoticed for days or weeks. A backup of critical data ensures smooth recovery of such deleted/overwritten data.
Salesforce schedules systematic maintenance windows to continuously enhance their application for customers. During the maintenance, a major chunk of organization data becomes unavailable to use. Having a backup serves as a bulwark against such scheduled or sudden maintenance, so that your business continuity is not affected.
A Clark School study has revealed that hackers attack computers every 39 seconds on average. The Salesforce ecosystem contains plenty of confidential information and it is essential to have a backup and recovery plan in place to protect your data from cyberattacks.
In May 2019, Salesforce users suffered an incident that later came to be known as ‘Permageddon.’ Salesforce teams that had integrated Pardot, a marketing automation tool, found that their permissions models were corrupted and that all users were granted permissions to modify all organization data. As a result, Salesforce had to block access to its entire database for about 15 hours. Businesses affected by the outage lost precious time and critical Salesforce data, all of which could have been avoided if they had a backup solution in place.
To learn more about the storage limits and how to recover items from the recycle bin, check out Salesforce Recycle Bin: Everything You Need to Know.
Versioning: You cannot restore previous versions of the record. In other words, if a user accidentally overwrites data before deleting it, they will only be able to recover the latest, modified version of the record.
Time crunch: Deleted data is only available for 15 days after the date of deletion, beyond which it is permanently deleted.
Metadata lost: Reports, customizations, and other metadata are not stored, and cannot be recovered. They must be recreated from scratch in case of accidental modification/deletion.
Object relationships not intact: Salesforce clearly mentions that the restores only apply to lookup relationships that have not been replaced.
To learn how to export Salesforce data using the Data Export Service, click here.
Heavy Salesforce traffic can delay export delivery. Sometimes, your first request will still be in the queue when your next request is made, as specified in the Salesforce Help document.
Available in: Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
To learn how to back up Salesforce data using the Report Export Service, click here.
Full copy sandboxes are not intended to be used as backup solutions. Rather, they should be used for support performance testing, load testing, and staging, as mentioned in the Salesforce Help page.
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
To learn how to back up Salesforce data using a full copy sandbox, click here.
Data loader is a client application that needs to be installed separately. The application allows you to perform mass data operations such as import, export, update, or delete. It can be operated either through the Salesforce user interface or command line. The latter is useful if you want to automate the data export process. Click here to learn more about Data Loader.
Available in both Salesforce Classic (not available in all orgs) and Lightning Experience
To learn how to back up Salesforce data using Data Loader, click here.
Restoring data with object relationships intact is difficult.
In September 2021, Salesforce announced that their own backup and restore solution will be debuting in the summer of 2022. Marla Hay, Salesforce’s VP of Product Management said, ‘The native solution gives customers the tools to create and restore comprehensive backups with just a few clicks, all within Salesforce, rather than waiting weeks for a .csv file that then requires days to re-load.’ In addition to quick restore, the tool is expected to help organizations meet regulatory and compliance needs while satisfying industry requirements for disaster recovery.
Having a backup solution built within the platform is risky.
Backups are only taken daily.
Most enterprises want backups of their business-critical data to be no older than 15 minutes, according to Christopher Bertrand, Senior Analyst at Enterprise Strategy Group.
It is easier to integrate Salesforce backup into an existing backup architecture.
Pro-tip: Having a single pane of glass to manage all SaaS (Software as a Service) applications will save a lot of effort and time, which in turn can be used to focus on the core business. SysCloud backup solution provides a unified platform from which administrators can manage all critical SaaS applications.
Backing up your data is a third-party cloud backup vendor’s primary business, which means they will work diligently to make sure your backups and restores are working perfectly. On the other hand, Salesforce is not a backup company, and while the backup tool integrated into the Salesforce platform will likely work as advertised, users prefer to use a dedicated backup solution since it offers greater capabilities.
With SysCloud’s intelligent backup solution, administrators can effortlessly back up all standard and custom objects, metadata, and Apex triggers., and easily export all Salesforce objects as .csv or .xlsx files. Admins can also quickly restore data from any point-in-time backup snapshot with object relationships intact.
9 Nov 2022
10 min read
16 May 2022
20 min read
3 Jan 2023
10 min read
16 May 2022
3 min read
In this article