Backup for Salesforce

  • Headquartered In: Canada
  • Contact Located In: USA or Canada
  • Company Size: 200+ Employees
  • Industries: All
  • Titles: IT
  • Job Level: Influencers and Decision Makers

Do you know if your Salesforce data and metadata are currently being backed up? Do you know the difference between Salesforce data and metadata? If you were asked to name the person that owns Salesforce within your organization, what would your answer be? Not knowing the answers to these questions is what tends to get organizations into trouble when their Salesforce data and metadata are compromised and not backed up.

Salesforce is the #1 customer relationship management (CRM) program in the world due to its advanced account and contact management, customization options, and third party app integrations. While these options can be essential to the growth of a business, the potential loss of months and even years of customizations can throw a thriving business into a tailspin. Salesforce’s primary focus is to manage the infrastructure and maintain uptime for its users, but as a user, you are responsible for backing up your own data. 

While data loss is inevitable within an organization, whether that’s due to human error, integration error or data breaches, being proactive about data protection is the first step to avoiding disruptions. Take a meeting with us to learn the importance of having a backup strategy in place when, not if, your data becomes corrupted.

Top reasons our community cites for adopting or considering this solution:

  • Even users with regular permissions can cause major data loss incidents, and not everything can be restored from the recycle bin.
  • It’s very common for someone in marketing, sales or finance to have administrator access, when they really shouldn’t. Not verifying user access and checking permissions can be detrimental to an organization’s interface.
  • While working within complex configurations, workflows or formulas in Apex, the slightest mistake can wreak havoc across Salesforce objects. For large installations, configuration changes happen daily, and pressure from the business to make changes quickly might lead to skipping standard release protocols.
  • Salesforce has hundreds of plug-ins and integration options that alter or move data, many of which are consistently rolling out updates. As a result, data loss or corruption to data or metadata is common. It’s often the smallest data corruptions that are the hardest to identify.
  • Often within Salesforce, an administrator can identify fields or datasets that are either duplicative, incorrect or no longer needed, but they are afraid to delete them in case of a mistake. Avoid data sprawl and unnecessary fees by keeping Salesforce clean. Examples of poor data include duplicate or outdated records, formatting for phone numbers and addresses, missing values in fields and import/export errors.

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