![]() What is the performance and time to restore?.How does your strategy handle different types of restore processes?.Are you able to minimize data transformation during the restoration process?.Are you able to recover specific versions of document or data or metadata?.When you test, you may find that you are unable to recover in the time or to the fullness that you require. You must test your strategy so you’ll be aware of what will actually happen if you were to experience a data loss or corruption. Plan for regular data recovery testing to ensure that you are prepared for any unexpected data events. The real challenge is the ability to restore data back into Salesforce. Having a copy of your data is important to meet the minimum standards of a backup. If you only restore the account, but not it’s dependent child records, your recovery capabilities are only providing you partial coverage. If an account is accidentally deleted, all of the contacts, cases, tasks, and other records will be deleted as well. Without the ability to maintain relationships, you’ll only have partial restore capabilities. Without this vital piece, putting the relationships between your Salesforce data objects back in place can become a painstaking process. In order to proactively protect your Salesforce platform, you should back up metadata and attachments as well. These native methods include data, but no metadata. Restoration of lost or corrupted data would be manual. Data Loader command line can also be used to backup data to or from a relational database, such as Oracle or SQL Server. CSV files, as well as Insert, Update, Upsert, Delete, or Export Salesforce records as. It can be used through the user interface to bulk import or export Salesforce records through. Because this process can be challenging OwnBackup has created a free eBook with a step by step process to Recovering Lost Data Using Salesforce Weekly Export.ĭata Loader is a client application for the bulk import or export of data. In the event of a user-inflicted data loss, users must manually restore by uploading their. Weekly Export backups can include images, documents, attachments, and Chatter files. The export can be scheduled and then manually downloaded when ready. CSV files of their data on a weekly basis (once every 6 days) or on-demand via user-generated reports. Users with “Data Export” profile permissions can generate backup. Salesforce offers a number of native backup options to minimize your business risk of user-inflicted data loss. The upcoming retiring of this last resort Data Recovery service is an excellent opportunity to remember that a proactive backup and recovery has always been a required and recommended best practice. However, at a cost of over $10,000 and a 6-8 week recovery time this service is not an adequate option for many customers. For customers who aren’t proactively backing up their data, Salesforce currently offers this last resort Data Recovery service. Last year, Salesforce announced that they will be retiring their last-resort data recovery service, effective Jbecause it has not met their high standards of customer success and trust. Salesforce Data Recovery Service Is Being Retired Furthermore, 69% say their company may be at significant risk of user-inflicted data loss. That’s why Salesforce recommends using a partner backup solution that can be found on the AppExchange.ĭespite this recommendation, our 2020 State of Salesforce Data Protection survey found that 88% of companies are lacking a comprehensive backup and recovery solution, which may be especially risky with many companies increasing their remote workforce. Customers are responsible for preventing user-inflicted data and metadata loss and corruption and for having a plan in place to recover if it happens. Yet data protection remains a shared responsibility as it does with all modern SaaS platforms. Salesforce is the most secure and available platform in the industry. New to the Salesforce ecosystem, Mike brings a decade of experience in copywriting and marketing to OwnBackup, where he curates original content related to all things Salesforce backup & recovery. Mike Melone is a Content Marketing Manager at OwnBackup, a global leader in SaaS business continuity and data protection solutions.
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