Data Backup Strategy

Salesforce, as world’s #1 CRM provider is exceptionally popular among businesses and enterprises all around the world that use it to manage their sales and customer relations. Salesforce offers valuable services in the form of Sales Cloud, Service Cloud, Analytics, Marketing Cloud, Community Cloud, and many more. Owing to such services, Salesforce ultimately proves to be an extremely effective tool for business growth.

Possessing such powerful tools, this cloud-based service holds crucial information for the growth of a business, in the form of data and files, that deserves to be handled with care. Salesforce Data refers to all of your records, including Accounts, Contacts, Leads, Opportunities, Cases, and other records as well as the custom object records, files, content, and Chatter. In this blog, we will focus more on data and the complexities involved with it & how adopting a robust data backup strategy can help you leverage the power of data.

Why do you need to backup your data?

There are several reasons why backing up the Salesforce data becomes extremely necessary. Some of them include:

  • Data Loss Prevention– Data loss in the Salesforce system can occur due to many reasons including system crashes, malware attacks, physical damage, hard drive failures, thefts, or simple human errors. Incremental backups facilitate easy restoration of specific files or the entire system. 
  • Maintaining Client Relationships– Usually creating data backups saves and protects vital information which improves client relationship management and leads to increased marketing and sales. Additionally, it boosts the trust and value of the company. 
  • Improved Productivity– Aided by incremental data backups, enterprises can greatly improve their productivity by reducing wasted downtime. Backups keep downtime to a minimum by preserving the data as well as cutting back data recovery time. 
  • Competitive Gain– Backed up organizational data and records provide a definite competitive advantage to enterprise over those businesses that fail to backup their important information. 

To summarize, data backup comes in handy for protection and recovery purposes. Data backup is also important for maintaining data for regulatory compliance, for e-discovery and litigation reasons, and for saving data copies around important events. 

How to effectively backup Salesforce data?

First and foremost, admins looking to backup their Salesforce data need a thorough backup solution research. A comprehensive backup and recovery solution possesses the ability to backup data periodically in addition to the ability to find and recover it quickly. Such solutions can either be native Salesforce options or external backup solutions. 

When looking at a native backup approach, standard Salesforce functionalities like Weekly Export and Reports, Data Loader, and Sandbox can be used. Whereas a number of third-party data backup solutions are also offered by different vendors on the Salesforce AppExchange. Most of them allow users to automate periodic data backups and also facilitate easy restoration of that data. 

DataBakup: A Robust & Simple Data Backup Solution

DataBakup, one such AppExchange solution, is a simple data backup and recovery application that is tailor-made for all Salesforce customers. Designed to support Sales Cloud, Service Cloud, and custom-designed solutions, DataBakup offers full and incremental backup options that can be used to mitigate various data loss challenges to not only safeguard the data but also ensure it is highly secured within the cloud infrastructure. Equipped with a long-term data management strategy, this solution is highly scalable and comes with a seamless restore option. 

A plethora of features grace this application including scheduled backup, on-demand backup, support for full and incremental backups, multiple object backup, search, restore (full, incremental, single object, custom settings), and much more. To know more about this solution, please get in touch with us. 

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