![]() ![]() Not only is the data important, but there are many common Salesforce data loss scenarios that organizations experience every day. Multiple departments, from marketing to accounting, integrate with the platform to automate some of their operations. If you don’t have a comprehensive history and contextual information on your customers then your relationship is essentially starting from square one. Common Reasons for Lost Data and Why You Need Salesforce Backup How Frequently Should You Backup Salesforce?Ĭonsidering how many records are updated every hour in your platform, and that each record lost is estimated to cost an organization between $200 to $400, backing up multiple times a day will make sense for many medium-to-large organizations (and even some smaller ones!). Having the ability to restore an object, record, and even a single field prevents you from having to roll back changes made across the platform in the time since the last backup point. On occasion you may want to restore an entire organization, but it’s more likely that you will be restoring singular items for users. Looking for a way to backup your Salesforce data? Check out this post: Click To Tweet Business users didn’t have their dashboard or reports and they were not happy.Īnother important and distinct question to answer is: What data will you need to restore in Salesforce? Here granularity is key. Even if the data was restored, operations were still disrupted. The ability to back up and restore metadata was a common gap many organizations experienced (painfully) with native Salesforce backup options even when the Data Recovery service was available. This metadata also needs to be backed up. Many companies invest in developing tailored configuration settings, custom fields, page layouts, reports, and dashboards to maximize their efficiency and support key integrations. However, backing up the data alone is not sufficient for most organizations. Sandbox environments should also be backed up. This should also include any custom object records, files, content, and Chatter within the platform. Organizations should back up all the main data types in Salesforce including Accounts, Contacts, Leads, Opportunities, Cases, and Contracts. What Data Should You Back Up In Salesforce? Why AvePoint is the best Salesforce backup solution and tool.How to automate Salesforce backup with AvePoint.The best backup methods in native Salesforce.Common reasons for losing data and why you need Salesforce backup.How often you should be backing data up in Salesforce.What data you should back up in Salesforce.This blog post will help you do just that by examining: Specifically, you will want to consider the RPO (what you want to cover and in what granularity) and RTO (time to restore/recover). That is why IT professionals need to carefully consider their backup policies and requirements, compare to the SLAs of the SaaS platforms hosting critical data (Salesforce, Dynamics, Office 365, etc.), and identify if any gaps need to be covered. The problem is that they mention it in the fine print of their SLAs rather than their marketing materials. Some of these risks and inefficiencies were pointed out in the Forrester report, “Backup up your SaaS Data-Because Most SaaS Providers Don’t,” and it’s worth a read (paywall).Īs the report points out, virtually all SaaS providers state it’s the customer’s job to back up their SaaS data. ![]() Waiting weeks for critical data to be restored is just not an option for most organizations. This highlights an important reason why organizations cannot depend on their SaaS provider to backup and restore their data. On its website, the SaaS CRM platform provider admitted “the Data Recovery Service had reached its end-of-life“ due to the length of time and reliability of the process.”Įssentially, restoring lost data cost $10,000, took more than 6 weeks, and the results were not always 100%. On July 31 st, 2020, Salesforce is no longer offering its Data Recovery Service to customers. Salesforce Will No Longer Restore Your Data ![]()
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