In this new article, we are talking about Salesforce tools and third-party solutions that can be used to protect your data and help when recovery is needed.
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Salesforce tools and third party solutions for data protection and recovery
The kind of data backup service that an enterprise need goes beyond the tools and features that Salesforce offers to its users.
It does not mean that the data backup tools of Salesforce are of no use, but indeed these are not enough to provide comprehensive protection to all kinds of data that organizations handle.
Moreover, as the data volumes multiply at an astronomical rate, scalability is an issue with Salesforce tools.
Every organization must take care of its data to make the best use of it.
It would be a mistake to think that your data remains well protected within the Salesforce org environment.
Data vulnerability is real in all situations, and organizations must know how to deal with it by taking regular backup data to ensure its timely recovery.
Organizations must deploy more robust backup and recovery systems to protect their Salesforce data that gives them peace of mind to devote their time for the business’s betterment.
Data protection and recovery is expensive
Despite their best efforts to protect data, organizations often reach a dead end when some data becomes inaccessible, and some might even get lost forever.
Salesforce maintains a complete backup of all user data at its end, but it is never a replacement of the systems deployed by users to backup their data regularly.
Only when users exhaust all data recovery options can they fall back upon the Salesforce data recovery system that is once again available after a brief withdrawal for a few months from 2020.
When businesses want to recover critical data that goes out of bounds, they should be ready to pay for the Salesforce data recovery cost that amounts to $10,000 peruse.
Salesforce usually takes about 6-8 weeks to complete the project but does not guarantee 100% recovery.
What kind of threats does data encounter?
Human errors are the most visible threat to data because mistakes can happen at any moment.
Whether it’s deleting data or overwriting, anything is possible during manual operations, and even during automated operations, the chances of data corruption and data loss are pretty high.
The most noticeable human error in Salesforce happens when using the Data Loader.
Despite being a powerful tool, it needs cautious handling because a moment’s lapse when uploading data can create colossal data loss and spell disaster for the organization.
Data sync errors
Despite the high reliability of Salesforce, data sync errors can and do happen.
Those who use Outlook for Salesforce or have several Admins are vulnerable to data sync errors at some point in time.
For example, two Admins working with the Sandbox but doing different tasks can lead to a situation when one of the Admins loses the data that they were working upon.
Think about when one Admin is editing an object type in a Sandbox while another Admin refreshes the Sandbox.
The former can lose the data entirely even without the other Admin knowing about it.In this new article, we are talking about Salesforce tools and third-party solutions that can be used to protect your data and help when recovery is needed.Click To Tweet
Overflowing recycle bins
The Recycle Bin in Salesforce is a safe refuge for deleted items for 15 days or until the bin is full, whichever is earlier.
Typically users realize that they have deleted something only after many days, and they usually do look into the bin often.
Therefore, the items in the Recycle Bin are lost forever.
Moreover, even if users look into the Recycle Bin, they can only see a Parent item like an Account they intend to delete but cannot see the Child items.
It means that the contacts of that Account would also be deleted, and users would know about it only after the damage is done.
Sometimes, some employees with malicious intentions to harm the organization might purge their Recycle Bins.
It is possible that an employee, before quitting the job, deletes some data that they have access to and then finally clears the Recycle Bin too so that it results in permanent data loss.
How to mitigate data loss
Adapting some good practices can help to mitigate data loss.
Create a backup plan with some caution so that you can exercise some control about user access to all kinds of data.
- Consider the kind of job that the user does and only grants rights that the job demands. By granting proper access rights, you can minimize the risk of accidental deletion as you narrow down the authorization funnel.
- Always use a Sandbox for making changes to the production environment. Use the same Sandbox where you have tested and approved the changes.
- Regularly refresh the developer Sandbox and follow a schedule of data export.
Find a Salesforce tools backup solution
Despite Salesforce reviving its Data Recovery Service, organizations must use a third-party backup solution for Salesforce.
Salesforce too encourages such a move, and you can find plenty of apps in the AppExchange so there is no good reason not to do so.
Salesforce too recommends availing the third-party services, which is a sign of their reliability.
Several companies offer Salesforce backup and recovery services, and you can evaluate the scope of the services to understand their suitability for your needs.
Having a solid backup solution saves lots of money for enterprises because, according to some estimates, the cost of a single piece of lost data ranges between $200 and $400.
Just imagine the loss if you happen to lose large chunks of data and cannot recover it.
Losing data is not an option.
For complete data protection, experts advise backing up data several times during the day.
In the case of outages or any other adverse event that makes data inaccessible, businesses can always work around by recovering data from the backup repository.
Small, medium, and even large organizations must keep backing up data as much frequently as they can to eliminate any chances of data loss that can result in business disruption.
Combining the native backup solutions of Salesforce with the third-party solution creates an adequate safety net for protecting data and recovering it when necessary.
Practices to data backup of Salesforce
Salesforce gives apparatuses like the Data Loader and the API as a strategy for clients to physically reestablish their information.
Note the request wherein information is reestablished, so connections and the association with related records can be protected.
Clients can likewise decide to connect with Salesforce Services or an accomplice to help them in the reclamation of their information if they have a duplicate of that information accessible.
To assist clients with sponsorship their information, we offer a few local alternatives that are accessible for no extra expense for clients.
Methods of Backing up their Salesforce Data:
- Information Loader: Manual on-request fares of your information by means of the API. Fare Data.
- Report Export: Manual on-request fares of your information by means of reports. Fare a Report. The accompanying choices are accessible to clients as a strategy for sponsorship up their metadata.
- Change Sets: Copy metadata from your creation organization to a sandbox or engineer organization. For more data see this article: Change Sets Overview
- Sandbox Refresh: By reviving a connected sandbox, your arrangement metadata is duplicated naturally. Front more data see this article: Creating or Refreshing a Sandbox.
- Migration Tool: Java/Ant-based order line utility for moving metadata between a neighborhood index and a Salesforce organization. For more data see this page: ANT Migration Tool.
- Outsider Offerings: There are various information reinforcement arrangements offered by our accomplices on our AppExchange. A portion of these are more extensive in that they permit you to robotize reinforcements of both your information AND your metadata and give a system by which to reestablish that information without any problem. You can look for these by visiting the AppExchange straightforwardly and looking for watchword reinforcement.
Data Vs Metadata
At the point when you think about a Salesforce Backup arrangement, you are most likely considering backing up Salesforce records, but at the same time reinforcing your Metadata.
Metadata is the data about your setup in Salesforce.
This could incorporate highlights like custom fields, page designs, Apex triggers, or some other piece of Salesforce that you have modified.
Reasons for Data Loss
- Client Error – General missteps from an Admin or a client are absolutely conceivable whenever.
- Information import or mass change tasks overwriting information with wrong qualities
- Work process rule, trigger or unknown APEX script altering esteems in an accidental manner
- Vindictive client conduct
How Does Salesforce Backup Work
The inward functions of Salesforce reinforcement are essentially from those of a file system or information base reinforcement.
While the last depend in some shape or structure on replicating documents to reinforcement stockpiling, in Salesforce there’s no immediate admittance to the data set and the file system — everything must be gotten to by means of the API.
Programming interface-based admittance doesn’t recognize reinforcement or different applications, which implies that triggers and work processes will in any case be executed.
Takeaways – Reliability, Scalability, and Flexibility
- Salesforce information is basic to your business and is your obligation.
- Your information security will scale with the necessities of your business.
- Pick your arrangement technique without forfeiting execution – from on-premises to SaaS-conveyed.