The full-coverage Salesforce backup solution that restores data in minutes, not hours

No, Salesforce’s shared responsibility model means you are responsible for backing up your data and metadata.

Salesforce retired its Data Recovery Service in 2021. Small amounts of deleted data may be recoverable from the Recycle Bin in Salesforce, but data is removed from the Recycle Bin when it’s full or after 15 days. While it’s fine for small accidental deletions, relying on the Recycle Bin will inevitably lead to unrecoverable data loss.

Salesforce offers a paid-for managed package, Salesforce Backup (formerly Backup and Restore), which doesn’t cover any metadata or Big Objects. Salesforce also acquired Backup and Recover (formerly Own), which supports data and metadata recovery. However, it only recovers a handful of metadata types natively so requires additional manual steps for full recovery. Most businesses use a third-party backup solution to protect their Salesforce data and metadata.

Your backup data is stored at the AWS data center in the region you chose for your Gearset account — either the US (US West 2), Canada (CA Central 1), Ireland (EU West 1) or Australia (AP Southeast 2).

Your data is encrypted both in transit and at rest. Backups are encrypted with a “per customer key”. You can delete your encryption key at any time to make your backup data completely irretrievable. We also support bring your own key (BYOK) for backups. Even with encrypted storage, you retain the flexibility to export backup data for compliance audits.

There’s no storage limit. You can customize your retention policy when you set up a backup job. Gearset suggests a 7-year retention period by default which matches the most common compliance requirements.

You can back up any kind of Salesforce org, including full and partial copy sandboxes as well as production orgs.

Yes. You can use the job’s filter to include or exclude objects from your backups. You can add objects at any time after creating the backup job, and newly created objects are automatically added if they would have fallen into Gearset’s default recommendation when the backup job was created. You can back up records, files, attachments and Big Objects with Gearset, as well as your org’s metadata.

Gearset’s data monitoring functionality helps you stay on top of what’s changing in your org and spot issues before they escalate, whether that’s unexpected deletions or signs of corrupted data.

In Gearset, you can check exactly when each backup occurred and easily monitor backup history over time. To drill into changes, select any backup to view the exact data that has changed since the previous run. You can compare versions of individual records, view deleted data, and restore from a previous state.

For proactive monitoring, enable smart alerts in your backup job settings. Gearset will automatically analyze each backup, flag unexpected trends, large-scale changes, or potential corrupted data, and send you an alert so you can catch issues earlier, without having to manually review every run.

Beyond data, Gearset lets you monitor metadata changes, CPQ configuration and Vlocity DataPacks, so it’s much easier to pinpoint the cause of a problem.

Gearset supports the following Salesforce clouds for backup:

• Agentforce Sales (formerly Sales Cloud, Salesforce’s core CRM)
• Agentforce Service (formerly Service Cloud)
• Salesforce CPQ and Agentforce Revenue Management (formerly Revenue Cloud Advanced)
• The Salesforce Platform
• B2B Commerce
• Salesforce Industries
  • Government Cloud
  • Health Cloud
  • Education Cloud
  • Energy and Utilities Cloud
  • Manufacturing Cloud
  • Consumer Goods Cloud
  • Financial Services Cloud
  • Media Cloud
  • Nonprofit Cloud

Gearset also supports metadata backups for Marketing Cloud and Data 360 (formerly Data Cloud), but not as part of the Backup & Restore solution.

With Gearset, you have complete flexibility over backup frequency. You can schedule automated backups to run daily across multiple Salesforce environments. Rather than relying on manual backups, you can ensure your data protection is consistent and reliable.

For even greater coverage, Gearset supports hourly high-frequency backups for your most critical objects, giving you near-real-time protection. You can also trigger on-demand backups whenever you need extra peace of mind, such as before a risky release, so you can quickly recover if anything goes wrong.

Gearset Backup & Restore takes a snapshot of all your data, including standard and custom objects, Big Objects, along with all your metadata. Gearset also backs up files, including content document files and attachments.

Data recovery speed depends on several factors, including the backup and recovery solution you use to recover deleted data and metadata, the scale of data loss, and the complexity of your org. Restoring manually from CSV exports or with generic backup tools can take hours or even days, as they don’t account for Salesforce’s data relationships and metadata dependencies.

With Gearset, the restore process is much faster because metadata and data dependencies are understood and handled automatically.

It also comes down to how well you’ve set up and tested your disaster recovery process, and how familiar your team is with the tool they’re using. A well-planned approach can make the difference between hours and minutes when it comes to recovering the affected data.

Gearset pricing for Backup & Restore is straightforward and transparent. It is based on how many Salesforce users you have, and you can choose a pricing tier that matches the level of functionality you need.

Gearset Backup & Restore is available as part of your DevOps package or as a stand-alone solution. Pricing starts at $2.50 per Salesforce user, per month (with a $250/month minimum).

To see pricing for your org’s size and setup, visit Gearset’s pricing page or contact our team for a personalized quote.

Both backup and archiving are crucial parts of Salesforce data lifecycle management, but they serve different purposes.

Gearset’s backup solution protects your data and metadata by creating complete copies you can restore if something’s lost, corrupted, or changed by mistake.

Gearset’s archiving solution helps you manage long-term data growth. By moving older or less frequently used records out of Salesforce, it improves org performance, and reduces storage costs, while keeping you compliant with retention policies.

Beyond backup and archiving, Gearset provides sandbox seeding, so you can create realistic test data for reliable testing and debugging. With data masking you can protect commercially sensitive data and personally identifiable information (PII) to stay compliant.