Salesforce Data Backup

Does your business have a Salesforce backup strategy? If not, you aren’t alone. In fact, 88% of companies have no plan in place to protect their data. The problem? Small businesses that experience data loss go out of business in less than one year. It’s clear that data loss is an issue but most organizations aren’t equipped to handle this risk.

Why is this the case? Some professionals simply don’t know that they need a Salesforce data backup solution. Others aren’t sure what to look for in a Salesforce backup tool. Whichever category you fall into, we have you covered. Keep reading to get a crash course on Salesforce data backup.


Why do organizations need to backup their Salesforce data?


If it’s so common for organizations to not have a Salesforce backup strategy, you may be wondering: “Does my organization really need one?” The short answer is, yes. Here’s a look at some of the top reasons why organizations need a Salesforce data backup solution.


Human errors or internal threats


The risk of data loss can start inside of your organization. Whether deletion is accidental or something more malicious is at play – this is a serious threat. Backing up Salesforce data gives professionals the peace of mind that they are protected and keeps data safe no matter what your team faces.


Data Migration Issues


In many cases, organizations can migrate their data without any issues. However, seemingly small mistakes can turn your data into a mess. Duplicate records or changed fields can quickly take your data from usable to completely useless.




Productivity is one of the most critical things to consider when you’re thinking about Salesforce data backup. What happens to your organization if you experience data loss? Your team may see the impact for weeks. The lost time and lost sales that come with data disasters can cost your organization thousands of dollars.


What about the Salesforce data recovery service + data export?

Salesforce does offer services that allow you to backup and recover data. However, there are several drawbacks and limitations that come with using them. First, let’s look at data export.


Salesforce data export


Salesforce data export is the main tool offered by Salesforce to help you backup your data. Unfortunately, it does fall short in a couple of areas.


Manual process


Using Salesforce data export is a semi-manual process. It can be time-consuming and this method also lends itself to the possibility of errors. In the event of a loss where you’d need to get all your data back into Salesforce, you’re on your own. Your team will need to locate the files, sort through them and upload them back into Salesforce.


Weekly updates


While a weekly update may have been frequent enough decades ago, a weekly backup isn’t enough for most organizations today. A lot can change in 7 days. Since you can only backup your data weekly using data export, you risk losing a lot of updates if data loss strikes.

Now, let’s take a quick look at the other service Salesforce provides, data recovery.


Data recovery service


Only 90 days of data


If you experience data loss that goes beyond 90 days, you’re out of luck. Salesforce only retains backup data for three months. If you need data from before that time frame, you can’t use the Salesforce data recovery service to get it back.


High cost


Okay, so you have no Salesforce backup strategy, and now your business needs to recover lost data.  Here’s the pricing, right from Salesforce itself:

“The cost is relative to the amount of manual work and time needed to perform the recovery. The price for this service is a flat rate of $US 10,000 (Ten Thousand US Dollars) for the one Organization that’s being recovered.” If you ask us, that’s a big price to pay for a situation that could be completely avoided with a Salesforce data backup strategy.


Additional work


Even with the high price tag, your business won’t be done with the nightmare of data loss after using this recovery service. The service Salesforce offers doesn’t include data import or your customizations. So, once you get that data back, your team will be responsible for getting it all back into Salesforce and recreating any customizations and formatting.


How to find the right backup solution


Now that you know why your organization needs to back up Salesforce data with a third-party solution, let’s jump into what you should look for before you choose. Today, there aren’t too many options on the market but investing in a solution with the right features can truly make a difference.


Backup and recovery


Of course, organizations should look for a Salesforce data backup solution that offers efficient backup and recovery. This means automatic, frequent, full backups so that if you ever face data loss, your organization isn’t down for long.


BI Integration


After the backup and recovery features comes BI integration. Your organization should have control over data and have the ability to use it to empower your team. Salesforce BI integration can give you a complete view of your data for superior enterprise reporting capabilities.




If everything else around your Salesforce data is automated, don’t let replication fall through the cracks. Instead, choose a solution that will allow you to keep your local database or warehouses in-sync with Salesforce. That way, Any changes you make in Salesforce will be automatically replicated without manual intervention.


Looking for a Salesforce backup & recovery tool?


Ultimately, how you choose to handle Salesforce data backup is up to you. If you’re looking for a feature-rich solution to keep your data safe, Reflection may be the right choice for you. Reflection Enterprise is an on-premise solution that can easily automate the replication and backup of your data for you and provide restoration capabilities. You can go here to request a demo or start a free trial of Reflection Enterprise today.

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