Between Salesforce’s new Backup and Restore product, the Salesforce weekly export, and third-party ISV solutions, organizations using Salesforce have no lack of choices for safeguarding their Data.
The OwnBackup team is sharing nine requirements that a Salesforce backup and recovery solution should include.
Backup Requirements
1. Access to Backups, Regardless of Production
To help ensure business continuity during unexpected events, it has been a long-standing technology best practice that your backups are kept separate from your production data.
Although Salesforce is one of the most reliable SaaS applications out there, blackouts (“Administrative Disruptions “) as Salesforce calls them do occur.
By storing backups outside of Salesforce, your information will be open anyway in the event of a blackout, allowing you to track progress.
2. Flexible Backup frequencies and on-Demand Backups
Ideally, to limit your recovery point objective, you should back up your Salesforce information at least once a day.
But having the option to back up more than daily is important, especially for mission-critical data that changes frequently. The ability to back up on-demand is also extremely valuable when you’re making large-scale changes.
Before you make changes, back up the data immediately, then you can easily roll back the data in case something goes wrong.
3. Ability to back up Metadata, Files, and Attachments
Any Salesforce Administrator will let you know that Salesforce metadata is indispensable to how their clients associate with the stage. Regardless of this significance, metadata isn’t constantly remembered for Salesforce reinforcement arrangements, implying that profiles, consents, reports, and dashboards would be unrecoverable whenever lost or debased.
You likewise need to ensure that the arrangement you pick backs up records and connections, so the unstructured information related to your business processes is safeguarded.
4. Unlimited Backup Storage
Is your organization using Salesforce as a pillar for digital transformation? Are you planning to rely on Salesforce more and more? This means the data you need to protect will grow rapidly. When looking just at our customers, their backups grew by an average of 42% last year.
This is the reason having limitless reinforcement stockpiling is significant, particularly as you spend plan for your reinforcement arrangement. On the off chance that you pick an answer with a capacity-based evaluation, precisely planning for future costs will be troublesome. While the information will undoubtedly develop, the pace of that development can be difficult to foresee.
5. Centralized Access to Backups for Multiple Orgs
A solution that lets you manage all your backups from a single dashboard if your company has multiple production orgs.
Restore Requirements
6. Proactive monitoring for loss or corruption
An ordinary Salesforce environment has integrations, batch updates, cleanups, and code deployments that run regularly, making it difficult to spot abnormalities yourself. And if it’s a malicious activity that’s designed to be hard to detect, you may not be able to spot it at all. That’s why having tools to proactively monitor for data loss or corruption is key. This way, you can be informed when the volume of changes to your information is unusually high, and eventually reestablish the information quicker.
7. Tools to analyze the extent and Timing of Loss or Corruption
Knowing when things turn out badly is significant. Be that as it may, you additionally should have the option to discover when the information was last right, so you can pick the right reinforcements to reestablish from and guarantee the right information gets once again into Salesforce.
Make certain to pick a reinforcement arrangement that permits you to perceive how an article changes over the long haul, so you can pinpoint undoubtedly the perfect reinforcement to reestablish from.
8. Tools to filter and Restore
By their actual nature, SaaS applications like Salesforce are worked to help organizations catch and put together information changes continuously.
While certain arrangements might allow you to reestablish a chosen object to a chosen particular moment, they might constrain you to reestablish all records for that item, possibly fixing a few wanted changes. Or on the other hand, they might permit you to reestablish explicit records but constrain you to reestablish all fields.
9. Responsive Help, with a demonstrated History
There are no ends of the week, occasions, or time regions about information occurrences. At the point when the tension is on, you should have total confidence in the capacity of your merchant to assist you with quickly getting back to ‘the same old thing’.
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