Data Backup is an essential task for any IT system. Backing up data helps resume the work and get back online immediately if a disaster, human error, or technical error occurs.

In this article, CloudVandana will give an overview of the Salesforce backup system and its necessity. As Salesforce is as essential as other solutions especially, a CRM is a living, breathing system where users add records or change fields every minute of every day.

The main reason behind losing data is human error, though there are a few other important reasons are-

1. Data Overload- Sometimes, importing massive data can cause a severe error to the whole ecosystem and leads to data loss. With the help of some vital tool like Data Loader, admins can modify approx. One thousand records in a few seconds. So, if such a situation occurs, admins can immediately get them back without causing any workflow interruption.

2. Operational Error- Though the Salesforce interface is user-friendly, sometimes, a wrong step can lead to data deletion or corruption. This may scatter the whole work process. In addition, sometimes, bugs through automation can overwrite the original data and lead to loss of data.

Metadata Backup

Metadata is another important asset of the Salesforce ecosystem. So besides backing up the Salesforce records, backing up the Metadata is also essential. It provides information about the configuration in Salesforce like custom fields, page layout, Apex Triggers, or any other part of the customized Salesforce Solution.

Users can use Change Sets to collect metadata from a Salesforce org to another, from production to a sandbox or developer org. For example, users may take a fresh copy of the production Org by Sandbox refresh, and through the help of a migrating tool, changes can be migrated from one Org to another.

In addition, Salesforce announced a fully native Data and Metadata Backup Solution at Dreamforce2021. Salesforce also offers a data recovery service if users fail to take the backup.

Native Salesforce Backup

Salesforce has a bunch of native solutions available for backing up the data. These solutions should be used to copy the data, but admins should not provide much in automation.

Data Backup

According to Salesforce, customers’ needs are different. Many of them explicitly search for a native backup and restore solution for enhanced performance and speed. On the other hand, some are looking for a solution to restore the lost data to continue the workflow.

So, Salesforce data backup is a natural solution to those requirements or urgent needs that will continue to innovate many more innovative data backup solutions and extend to a more extensive customer base throughout the Salesforce ecosystem.

Are you looking for a customized Salesforce solution? Then, please feel free to take a consultation call with CloudVandana to get started.