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Salesforce Data Safety: 5 Key Considerations for Selecting the Ideal Backup and Recovery Solution

May 15, 2024

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A person in business attire holding a holographic representation of a cloud with arrows pointing up and down, symbolizing cloud storage and data transfer, surrounded by floating digital file icons and a security lock symbol.

In today’s digital landscape, cloud-based solutions like Salesforce are the backbone of many businesses. It empowers companies to manage customer relationships, automate tasks, and gain valuable insights through data. This data is critical—it informs strategic decisions, personalizes customer experiences, and ultimately drives business growth.

However, data isn’t invincible. It can be accidentally deleted, corrupted by a cyberattack, or lost due to system failure, causing downtime that can significantly impact productivity. While this may sound frightening to any business owner, rest assured that it is surmountable with a robust backup and recovery solution.

 

 

Understand What Your Backup Needs Are

Before considering different backup options, it’s important to figure out what your business needs most from a backup solution like Salesforce. How much data do you store, and how often does it change? Does your industry have any regulations, like the General Data Protection Regulation (GDPR) or Health Insurance Portability and Accountability Act (HIPAA), that might affect how you back up your data?

Two key things to consider are Recovery Point Objective (RPO) and Recovery Time Objective (RTO). RPO is the acceptable amount of data loss between backups, which is basically how much data you’re okay with losing in a worst-case scenario. RTO, on the other hand, focuses on how quickly you need your data restored after a problem. Understanding these two concepts will help you choose the right backup plan for your business, ensuring you can get back to work quickly with minimal loss of data.

 

 

Different Backup Options

When considering backup options for Salesforce data, it’s essential to understand the different approaches available to ensure data safety and recoverability. These options can be categorized based on the method of backup, storage location, and the tools or services used. Each approach has its advantages and potential drawbacks, making it crucial to choose the one that best aligns with your business requirements, including considerations for data volume, recovery time objectives (RTOs), recovery point objectives (RPOs), and regulatory compliance needs.

Salesforce Data Export Service 

Salesforce has a built-in export tool that lets you download your data as CSV files, either manually or on a schedule (every week or month). This tool is handy for basic backups, but it doesn’t let you export data as often as and as comprehensive as you might need, making data complicated to restore.

Salesforce Backup and Restore API 

This is a more powerful option for backing up and restoring your data. It lets you use code to automate backups and restores, giving you more options and letting you manage backups more precisely than the Data Export Service. However, setting this up requires significant technical knowledge.

On-Premises Backup 

Some businesses may opt for on-premises backup solutions, where backup data is stored on the company’s own servers or storage devices. This gives businesses complete control over their backup data and may be preferred for regulatory or security reasons. However, it requires a great investment in infrastructure and IT resources to manage and secure the backup data effectively.

Cloud-Based Backup

Cloud-based backup solutions store your data online, using the cloud’s ability to store a lot of data reliably and securely. This can be cheaper and easier to manage than keeping backups on your own devices. Cloud backups can run automatically and be managed by either services offered by other companies or custom solutions you build yourself using cloud tools.

Hybrid Backup

A hybrid backup approach combines on-premises storage with cloud-based backups, offering the best of both worlds. You can keep sensitive data on your own devices while also using the cloud for extra backups and more storage space. This lets you customize your backup plan to fit your business needs and any data privacy rules you need to follow.

Third-Party Backup Solutions 

Several companies offer complete backup and restore tools designed specifically for Salesforce. These solutions often come with features like automatic backups, more frequent backups, and the ability to restore your data to a specific point in time if something goes wrong. They also keep your data safe with encryption and can handle even the biggest collections of data. Additionally, these solutions can grow with your business and meet your specific security and regulatory needs.

If you’d like help in choosing a solution, Raso360 is a trusted Salesforce specialist who can help you navigate these options! Our team of experts will assess your needs and recommend a custom backup plan that keeps your data safe and meets your requirements and regulations.

 

 

How to Choose the Right Salesforce Backup and Recovery Solution

The data recovery solution Salesforce offers can be limited to matters such as how often backups happen, what kind of data they capture, and how easy it is to get your data back. This is why many businesses look for extra solutions from third-party vendors. However, choosing a partner for something as important as your Salesforce data can be tricky. You need to be very careful to make sure the company is reliable and secure.

Here are some things to consider when looking for a third-party backup and recovery solution for your Salesforce data:

1. Complete Backup Coverage

Your chosen solution provider should offer comprehensive coverage of all Salesforce data and metadata. This includes everything from standard and custom objects to attachments and configurations. A solution that can capture the entirety of your Salesforce environment ensures that nothing is left vulnerable to data loss.

2. Easy Recovery Options

Make sure the solution lets you get your data back in different ways. This is important in case something gets messed up or accidentally deleted. Ideally, you should be able to pick a specific point in time to restore from and get everything back straight into Salesforce without any complicated steps. This way, you get your business back up and running quickly.

3. Security and Compliance

Given the sensitivity of the data handled by Salesforce, any backup and recovery solution must prioritize security. This means end-to-end encryption for data at rest and in transit, compliance with relevant data protection regulations (such as GDPR or HIPAA), and robust access controls to prevent unauthorized data access.

4. Performance and Scalability

Evaluate how the solution integrates with your Salesforce environment and its impact on system performance. The ideal solution should operate efficiently without significantly affecting the speed or functionality of Salesforce. Additionally, consider the solution’s scalability—can it grow with your business, accommodating increasing data volumes and evolving backup needs?

5. Vendor Reputation and Support

The reliability of a third-party solution is heavily dependent on the vendor’s reputation and the quality of their customer support. Research the vendor’s track record, looking for testimonials, case studies, and reviews from current or past customers. Comprehensive support, including responsive customer service, extensive documentation, and proactive monitoring, can make a significant difference in the effectiveness of your backup and recovery strategy.

 

 

LET RASO360 TAKE CARE OF YOUR DATA WORRIES

Don’t let the fear of data loss disrupt your business! Raso360’s onshore consultancy provides comprehensive Salesforce backup solutions. Our experts will assess your needs and recommend the best plan, ensuring automatic backups, granular recovery, and ironclad security. Contact us today to protect your data and ensure business continuity.

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