5 Best Practices to Back Up Salesforce Data That Will Keep Your Business Running Smoothly

As a business owner, you are responsible for your company’s data. If this data is lost or corrupted, it could be highly detrimental to your business operations. This makes data backup and recovery critical to running a successful business. One of the market’s most popular salesforce data backup and recovery solutions is salesforce data backup recovery from any point in time. This solution provides users with peace of mind knowing that their Salesforce data will be safe from any point in time if needed, making it essential for any business owner who takes their job seriously. 

Keeping your salesforce backed up is essential for keeping your business running smoothly. The best way to accomplish this is to create a salesforce backup plan which takes into consideration all of the necessary elements that must be backed up, including contacts, opportunities, and customer information. You should also consider secure platforms for backing up salesforce data, such as cloud computing applications and external hard drives with encryption features. Along with staying updated on the latest salesforce releases and software updates, investing in a robust salesforce backup will ensure that you have the data backups needed at any given time to keep your business top-notch. Here are some best practices to back up salesforce data.  

1. Identifying Your Recovery Point Objective and Recovery Time Objective

The first step to preparing for a disaster is identifying your Recovery Point Objective (RPO) and Recovery Time Objective (RTO). RPO identifies the minimum amount of data that must be recovered in case of an outage, while RTO determines how long it will take to recover that data. If you don’t know these numbers, you are leaving yourself vulnerable to potential data loss and downtime.

Here’s a simple formula for calculating them:

  • Identify business-critical functions
  • Calculate the time it takes for each function to failover from one system to another
  • Add up those times and divide by two

2. Getting Salesforce Data Backup Recovery from Any Point In Time

With Salesforce data backup, you can recover data from any point in time. This means that if your current version of a record becomes corrupted or lost due to a technical failure, you won’t have to worry about losing that vital information again. With this option, all of your important files will be stored securely on a remote server so that they can be accessed whenever needed and used to back up the current version of all Salesforce files.

3. Recovering Salesforce Data as Well As Metadata

You can restore Salesforce data and metadata from backups and disaster recovery sites. When restoring Salesforce data, it is important to know what metadata you need to recover it. In addition to the basic information like lead status, custom fields, and page layouts, there are also other types of metadata that are likely to be needed when restoring a backup. A few examples include field security profiles (which will affect how users can edit records), approval workflows (to determine if an approval process must be followed before changing something), validation rules (set up to ensure certain criteria are met prior to making changes), validation sets (groups of validation rules that define how a record should look), triggers (to execute actions based on events such as creating a new record), tooling extensions (used by third-party apps). 

4. Make Sure Salesforce Data Backup Solution Provides a Continuous Backup

A continuous backup is important because it ensures that your data is always backed up. This allows you to recover data from any point in time, even if the last backup was made a long time ago. Salesforce provides native tools for creating backups, but these are not continuous and may require manual intervention. There are also third-party solutions available, like Salesforce Backup & Recovery, which provides continuous cloud-based backups along with granular recovery options so that you can restore only what you need from the last 30 days or any point in time up to 6 months back.

5. Your Data Backup Recovery Solution Should Meet Salesforce Standards 

When it comes to backing up and recovering your important salesforce data, you want a solution that will meet your business’s needs and ensure your business continues running as smoothly as possible. This means ensuring that the backup and recovery solution is available 24/7, compatible with Salesforce, and able to back up and recover data from any point in time. It should also be able to recover Salesforce data and metadata.

Final Thoughts

While Salesforce data backup and recovery is a complex process, five best practices can help you stay on top of it. If your business relies on Salesforce, these tips will help make sure that your data remains safe and secure.

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