✿ull Salesforce data protection is a must: At its core, Salesforce is a relational database management system, and even modest Salesforce deployments are a complex web of cascading relationships between objects. When deciding which backup solution to use for your Salesforce data, here are some considerations: Setting up an Optimized Salesforce Backup and Recovery Strategy Imagine the havoc a sales exec could do who’s one week away from leaving for a competitor and is keeping their named accounts. » Malicious users: Disgruntled or bribed employees can, with just a few clicks, overwrite or otherwise corrupt precious customer data. Not everything can be restored from the recycle bin, or data lost within it could age out before you realize it’s missing. » Salesforce user errors: Even users without special permissions can cause more damage than you might think. Without the in-depth knowledge of a true Salesforce admin, these over-privileged users can do endless amounts of damage. » Over-privileged users: It’s unfortunately common for users in marketing, sales or finance to have administrator access to Salesforce data, especially in smaller companies. For large installations, configuration changes happen daily, and pressure from the business to make changes quickly might lead to skipping standard release protocols. The slightest mistake can create major havoc across Salesforce objects. However, developers regularly work with configurations, workflows and formulas that are extremely complex. » Salesforce developer errors: The Apex language gives developers great power. If something goes wrong with the operation, the resulting errors can quickly propagate throughout the application and ruin its relational integrity.
Salesforce backup update#
» Salesforce administrator errors: It’s tempting - and with Salesforce’s built-in tools, all too easy - for admins to insert or update data on the fly in a production environment. Here are just a few scenarios to consider: In fact, many examples of Salesforce data loss and corruption can be traced back to old-fashioned human error. Understanding Human Risks to Your Salesforce DataĮven though your Salesforce data resides in the cloud, that doesn’t mean you should no longer be concerned about failures created by people interacting with it. But your responsibility is for everything you deploy in the Salesforce cloud : y our data, customizations, integrations, metadata, reports, files and custom code. After all, they are responsible for the uptime of the cloud service you’ve paid for. Salesforce uses data redundancy and other mechanisms to take care of the servers and other infrastructure s that host your environment. Who’s Responsible for Your Salesforce Data Protection and Backup? This summary is based on the Salesforce Backup for Dummies Veeam Special Edition E-Book.
Salesforce backup how to#
Let’s learn how to properly safeguard your Salesforce data. In any Salesforce deployment, the data it holds is vitally important to your organization it therefore requires robust Salesforce data protection, metadata backup, and backup and recovery strategies.
Once you start tweaking Salesforce with integrations, customizations and other features necessary for your business, it can become an extremely complex application. Salesforce may seem simple to the average user, but there’s a lot that goes into a Salesforce deployment - especially when it comes to data protection.
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