Why are Most Organizations Executing Backup Solutions for Salesforce?

Securityby Lucia31 March 2022


Any data loss can be expensive for a company. In case the company is negligent in executing the network security, losing much data via data theft and data breaches, it will always get treated as a theft. It’s because cyberattacks in multiple forms are increasing by the day.

The implications and causes of data loss

The common cause of data loss is human error. Companies and organizations witness data manipulation in the daily operation of the business. And as the employees keep to their tasks, there is a scope for making mistakes, comprising liquid spillage, accidental deletion of the data files, and intentional data theft.

The employees need to know that a daily data backup is essential. Saving the work regularly and making plans for a systematic data backup needs to be a part of the company’s workflow process of any organization. But the companies should get prepared for the worst-case situations, for instance, a dangerous network failure that can lead to complete data collection of the organization disappearing totally.

The concept of salesforce data backup recovery

Today, several Salesforce teams are not prepared for the salesforce data recovery. And there are very few who are backing up the business data regularly that gets stored in Salesforce. Also, much fewer people can restore the backup information correctly when there is a disaster. This article will discuss why the slow rate of backup adoption in the entire Salesforce ambiance is an issue. Also, we will focus on the best practice for data resilience and disaster recovery.

Several companies need to embrace a backup solution

According to the State of Salesforce DevOps 2021 survey, close to 58% of the respondents said they use the data backup solution. About 64% make use of the release management or backup tool to protect the Salesforce metadata. Almost more than 11.1% of the respondents accept that they don’t back up the orgs. On the other hand, another 16.7% admitted that they opt-in for the backups as and when needed. It means that close to 28% of the respondents aren’t backing up their data.

It would help if you stayed wary of a false security sense

Have you ever wondered why many organizations leave their mission-critical business data unprotected? It’s mainly because the majority of the organizations come with a very false sense of security. They think they are and can stay secure from all kinds of data threats.

Also, most of organizations trust Salesforce to manage their data and think that the risk owing to the data is now. They feel that they don’t need to worry about data corruption or loss. Though it’s for certain that Salesforce is a robust and safe platform, not a single platform can ensure total data safety. Hence, companies must know that their data can be at risk, and they should employ the proper data backup and recovery process.

What should you know about the Salesforce data backup and recovery solution?

The organizations that haven’t implemented anything to secure and protect the data usually rely on Salesforce’s Data Recovery as its security net. Most people think that why they should spend on a backup solution when Salesforce covers them? However, it’s essential to know that Salesforce emphasizes the Data Recovery tool should be given importance as the last resort. It’s not a backup solution, as many thinks.

Also, Salesforce has retired the data recovery tool for many months. It’s mainly because they weren’t content with the service quality. It takes many weeks and offers a CSV file and a data copy from a specific time point. Also, there is no assurance that your updated data can get recovered. Hence, you might have to upload your data manually to Salesforce. Also, importing vast data volumes seems to be erroneous and time-consuming. It might also be impossible when the metadata of the org got changed, and you don’t have the metadata backup you can restore.

Salesforce had unretired its data recovery tool in the future because of high demand. However, the service acts as a last resort tool. And that affirms that organizations make witness data loss and get caught with improved choices for restoring the orgs.

The Salesforce tool for data export

Today, several organizations are developing manual backups or using native tools from the Salesforce platform. The data export option from Salesforce provides automated data exports at a daily cadence and might seem to be an obvious choice for developing the Salesforce data. However, depending on the Data Export only might have a few challenges, such as:

  • The automated cadence of the data export option is restricted to monthly or weekly, based on the type of org. The majority of organizations wish to back up the orgs every day.
  • The data export option only offers a CSV data file, and the metadata also needs the backup.
  • It is essential to cover the data storage cost and ensure that you are adhering to the regulations, like the GDPR and the CCPA.
  • When there is a data loss, you will have to plan to find the important data in the backup files and find out how to get it back to the org.

You need to pay attention to the last point as well. It’s simple to develop backup data, and hope that you don’t have to use it. However, such backups don’t have value if you aren’t able to restore the data from it within a realistic timeline. You need to test the restore process before you start feeling confident about it.

It would help if you didn’t wait for any data loss

It would help if you weren’t waiting for the data disaster that you won’t be able to recover from. Hence, you must give importance to correct backup tools. Today, you have experts to guide you on this matter and execute the best solution for your data backup and recovery solution. It will ensure that your mission-critical data is safe and you have a tool to stay secure against any data threat.

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Lucia Patterson is the woman behind TheLegalGuides, a blog solely focused on legal guides, tips, and advice. Lucia loves essay writing and blogs at EssayWritingGuides from her college days.

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