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.
SALESFORCE DATA BACKUP HOW TO
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.
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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