Ultimate Guide to Salesforce Backup Solutions

In the arena of Salesforce, that is simply as vital as different systems. Especially due to the fact a CRM is a residing respiratory system, with 10’s, 100’s or 1000’s of customers including information or converting fields each minute of each day.

Why do I want a Salesforce Backup Solution?

While the opportunity of Salesforce dropping your information exists, this isn’t the number one motive you want a Salesforce backup solutions. The maximum probably purpose of dropping information will come from person mistakess and can be for one of the following reasons…

  • Mass Data Import – With gear consisting of the Data Loader, an Admin can regulate 1000’s of information in some seconds. If a mistake has been made, information and area values may be wiped off the CRM forever.
  • Rogue Automation – Deploying a buggy Apex Trigger or Process Builder that overwrites information should imply mass information loss or corruption.
  • User Error – General errors from an Admin or a person are absolutely viable at any time.

Data Vs Metadata

When you observed of a Salesforce Backup solution, you’re probable deliberating backing up Salesforce information, however it’s additionally critical to backup your Metadata.

Metadata is the facts approximately your configuration in Salesforce. This should encompass functions consisting of custom fields, web page layouts, Apex triggers, or every other a part of Salesforce which you have customized.

Just because it makes your bones relax considering mass deleting 1000’s of information, are you able to consider overwriting a complicated Apex cause with out a backup?

Metadata backups are simply as critical!

Native Salesforce Backup Solutions

Salesforce presents severa local gear that may be used to backup your information. Most of those gear are guide and could handiest export your information, they may now no longer repair withinside the occasion of information loss.

The exception to that is Salesforce’s Backup & Restore device, which became released at Dreamforce 2021.

Data Backup

Backup & Restore – Salesforce’s maximum complete backup solution. Backup & Restore is a paid add-on, and could routinely backup, in addition to repair your information withinside the occasion of information loss.

Data Export Service – Allows you to carry out a guide, or scheduled backup of your information through the Salesforce UI. This will prepare your information into a fixed of CSV files

Data Loader – This lets in you to export information the usage of the Data Loader. This choice calls for extra guide steps however does provide you with extra manage over the information you’re exporting.

Report Export – A easy manner to export information out of Salesforce the usage of the reviews interface.

Metadata Backup

Change Sets – You can use Change Sets to replicate metadata from a Salesforce org, to another, consisting of from Production to a sandbox or developer org.

Sandbox Refresh – By fresh a Sandbox, you’re basically taking a clean replica of your manufacturing Org.

Force.com Migration Tool – A extra superior device that may be used with a command line interface emigrate adjustments from one Org to another.