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How to perfect your Salesforce data backup and recovery strategy

Ben Assirati on February 12th 2021


Data is the lynchpin for the success of every business on Salesforce. Without it processes can't function, teams can't operate, and businesses can't succeed. The loss or corruption of data on Salesforce can cause a major disruption, so ensuring the integrity and retrievability of that data is crucial. To guarantee success, data needs to be secure. It must be backed up sufficiently, with a reliable restore process in place to retrieve any data that may be lost. Here's why:

Don't risk a data disaster.

Comprehensively backing up your Salesforce data and metadata

From single records to whole repositories, your data is at risk. An admin may make a mistake and overwrite existing data, or a developer may push a code block that has unintended consequences. Even Salesforce itself could experience outages or failures, and the data you'd previously considered safe in the cloud could now be damaged or deleted.

The only way you can plan for - and prevent - a data disaster is to be proactive in your management. Keeping backups and having a reliable restore process in place is the only way of guaranteeing that your business can run smoothly through any potential risks. Any tool you choose must fit your needs with regards to regularity, testing, and coverage.

Keeping your data secure

Data must always be kept safe and secure. From a data security perspective, most companies have their own policies in place to protect sensitive and confidential data. From a regulatory perspective, compliance is required by law whether your business is covered by GDPR, CCPA, or one of the many other data privacy regulations.

Data security and your backup strategy should complement each other. Addressing questions around where your data is hosted and who has access to it not only ensures your compliance with regulations, but also guides your strategy when dealing with potential risks.

When choosing a tool to back up your Salesforce data and metadata, you should make sure it adheres to your security standards and requirements. Gearset, for example, is not only ISO 27001 certified but also complies with all the data privacy regulations above.

Restoring your Salesforce data after a loss

In addition to backing up your data, having a restore strategy in place is essential to survive any data disaster. If you were to experience data loss or corruption, being able to fully restore your data with the press of a button could make all the difference to your team’s ability to quickly resolve a business-critical situation.

Restoring data after a loss is always stressful, and your processes should never add to the pressure - having a recovery plan already in place will help to mitigate this. Another way to remove stress from the situation is to regularly test both your backup and recovery strategies. This should highlight any potential flaws in your approach and give your team invaluable experience should the need arise in reality.

Join us on February 25th.

Sign up to our webinar for Salesforce data backup and recovery best practices

To find out more about any of these topics, including the answers to any questions you may have, you can register for our next webinar on Thursday, February 25th at 10am PST. Follow the link below to get started - we hope to see you there!

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