The need for complete Salesforce data protection and the available options

The damages resulting from data loss can weigh down so much heavily on organizations that business leaders and business owners are highly sensitive to data protection to minimize the impact of data loss.

Although it is impossible to prevent data loss, by having a solid Salesforce data backup and restore plan in place, organizations can reduce the impact of the loss considerably without losing momentum.  

The effects of data loss are visible in reduced productivity, reworking costs, data recovery fees, compliance fees, loss of reputation, and loss of revenue. With so many negatives affecting businesses, no one can dare to take the issue of data protection lightly when deploying Salesforce org.

Moreover, Salesforce provides several options to backup data even though these alone might not be enough to address the needs of businesses. But it makes users aware of the importance of data protection. 

Also Read: 5 Reasons Why Storing Your Data On Cloud Is Important

Proper Data backup and recovery strategies can strengthen companies that can work for faster business growth through efficient deployment of Salesforce org to always stay at the top of their game.

To get the most from Salesforce, organizations must devise strategies to negate the effects of data loss that are hard to avoid.  Keeping data loss in check by protecting valuable and sensitive data is the way to move ahead by taking data loss in your stride and keeping the business insulated from its ill effects.

No business can survive without proper data protection that includes data protection as well as recovery. Getting back the right data at the right time is as much important as safely storing the data.

Create a fail-proof system

The survival of businesses depends largely on their data management abilities by taking into account the aspect of data backup and recovery. Business disruption due to data loss is inevitable and would affect almost 70% of businesses by 2022, as reported by Gartner.

The data losses include unrecoverable data, and companies must safeguard their systems in the best possible ways to minimize the impact of the loss. Since all data do not have the same value, focusing on protecting more valuable data will make things more manageable. Even if data loss happens, it will not affect business continuity which should be the goal of all organizations. 

Focus on recovery

Although data backup and recovery go hand in hand, the efficiency of the backup system is measured in terms of the data type and how much data is recoverable.

When creating strategies for data backup, the emphasis must be on recovery because it is the purpose of backing up data. Building a huge data backup does not have any meaning if it is low on recovery. 

By establishing a recovery readiness index, organizations can understand how effectively they can combat the threat of data loss. 

The data backup system must be dynamic so that it can create frequent copies at regular intervals and capture the changes while merging the full backups and differential backups without losing context and content. Fast and continuous backup with rapid recovery is the hallmark of a robust data backup system.

The Recycle Bin – your first Data recovery option in Salesforce

The Recycle Bin of Salesforce is the first place to search for data lost due to deletion from the system.

The Recycle Bin is a temporary refuge for deleted data, and if you can detect the loss on time, you can recover the data easily.

However, users often take a long time to detect data losses, and since the Recycle Bin stores the data for only 15 days, the chances of recovery from recycle bin are quite slim. 

Again, the Recycle Bin deletes data permanently when the bin is full. As you can make out that Recycle Bin is an option for deleted items only, but there are several other ways of data loss like data corruption, overwriting, data loss during data transfer, and many other scenarios.

For overall data protection, you must have a sound data backup and recovery system in place. The process can start by utilizing the backup features of Salesforce and extend up to collaborating with third-party solution providers for Salesforce data management and data security. 

Other Salesforce data backup methods 

With the Cloud offering wider choices in backing up data regardless of its volume, the features of Salesforce data backup have limited abilities, and that too in the Native environment.

Considering the critical importance of data protection, something is better than nothing, and you can start backing up data right from the time you start using Salesforce instead of waiting to find some suitable third-party solutions that can take time to choose and install. 

 All these features come as standard Salesforce functionality.

  • Salesforce Weekly Export and Reports allow creating CSV files by copying data that you can retrieve later. The risk of something going wrong interim remains as the system refreshes only once a week.
  • Data Loader is a manual method of exporting data via API but as and when required or on-demand.
  • Full Sandbox allows copying the entire Salesforce org environment that includes data and Metadata.
  • DIY Salesforce API backup gives users the opportunity of backing up data by using any of the four APIs – REST API, SOAP API, Bulk API, and MetaData API. 
  • Integration to an on-premise SQL database is another feature of Salesforce for backing up data. 

Find a Salesforce Partner backup

Never assume that Salesforce offers automatic data protection. Data is the asset of users, and it is the users’ responsibility to protect it.

Salesforce only offers some leads and options to initiate the process on a small scale, but users must build a strong backup system by gathering resources that can match the enterprise’s needs. 

Since data volume is growing at an incredible rate and even a few seconds outage can have a hugely adverse effect on businesses, it is better to deploy some third-party solutions recommended by Salesforce to take complete care of all types of data by storing it safely providing easy access to it.

Being prepared for disaster recovery will empower companies to make the best use of data at all times for business betterment. 

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