How much thought have you put into protecting your Salesforce data? There are several different causes of data loss and if you aren’t preparing for it, the impact on your business can be catastrophic. Unfortunately, many organizations don’t think about this or how important this is and what method to use until it’s too late. As a result, many businesses struggle to figure out how to restore Salesforce data in the event of data loss. In this post, we’ll explain why you should have a plan for backing up and restoring data, how to create a plan, and what to do if you need to restore data quickly.

Why you need a plan for backing up and restoring Salesforce data

If you aren’t prepared for data loss, you’re not alone. According to Small Business Trends, 58% of SMBs aren’t prepared for data loss. So, the question is, if most businesses don’t prepare for data loss, why should your business be? First, failing to back up and restore your Salesforce data can quickly become a disaster for your organization. It takes time to recover your data and often costs your organization a lot of money. Many businesses don’t survive this and end up closing their doors.

In contrast, having a Salesforce backup recovery strategy can save you both a lot of time and money in the long run. Don’t wait until you experience data loss to start looking at the costs associated with it. The truth is, many businesses are concerned about data loss but only a fraction of those are actually putting plans in place to deal with disaster recovery. If you ask us, a Salesforce disaster recovery plan is worth it, if it means that it could be what stands between you and the failure of your business. That’s the main reason why you should consider having a backup and recovery strategy for your business.

Want to know more about how to make this happen? In the sections that follow, we’ll cover three options for backing up and recovering your Salesforce data. This will help you determine which backup or recovery option is the right for your organization. 

Weekly back-up

Doing weekly backups of your Salesforce data is one step in the right direction if you want to prevent Salesforce data loss. Using this method, your organization can generate backup files of Salesforce once every 7 days. This can add a level of protection and help you avoid some chaos in the event of data loss but this isn’t a solution to avoid it completely. Weekly backups can only be done manually and they only backup some, not all of your data. 

While backing up data weekly is better than doing nothing, your team will still be scrambling to get on track. They’ll also likely have to use the data recovery service if Salesforce data loss occurs. While weekly backup is helpful, a lot can change for your business in seven days. If you experience data loss between your weekly backups, it’s possible to lose a lot of important data.

Data recovery service 

Now, let’s talk about the Salesforce data recovery service. If you ever experience data loss and need to recover critical data, this is an option. Even if you didn’t take the time to back up your data previously, this method works.

Salesforce itself doesn’t recommend relying on the data recovery service either according to a Salesforce knowledge article, “data recovery is only an option after you have exhausted all other reasonable efforts to recover the data, such as restoring from the recycle bin, reinserting the data from a .CSV backup, or querying the API for IsDeleted records.”

Worse, this option comes with a high price tag if your organization does need to go this route. The data recovery service can take weeks to recover your information and costs companies a flat fee of $10,000 USD. The cost is this high because it requires a lot of manual effort by the Salesforce team on your organization’s behalf. 

In addition to that, going with this option still won’t recover all your data, even at the high price point. For example, metadata isn’t included in this recovery, only customer data. This means that even once you restore data, your team will have to spend time reconfiguring how your data is displayed inside Salesforce.

Third-party application

The use of a third-party application for Salesforce data backup and recovery is highly recommended by Salesforce. They state that this is one of the top ways to prevent data loss. “ We recommend that you use a partner backup solution. Run full reports, and export them to your desktop or use the Data Export feature that is included in all editions of Salesforce. Anytime you’ll be making changes within your organization. We strongly recommend that you use one of the above methods to back up any data that could be affected by the change.”

Solutions like Reflection Enterprise can help you reduce your risk of data loss. They help you save time if you do ever need to recover data. Getting familiar with third-party applications is beneficial for all organizations. There are several ways you can use them to improve and extend the functionality of Salesforce.

Note: If you plan on using a third-party solution for Salesforce data backup and recovery you should ensure that it’s GDPR compliant. You can go to this page for more information on Reflection and GDPR compliance. 

Wrapping Up

There are several ways you can backup and restore Salesforce data. However, it’s clear that using a third-party application is the best option for businesses. Do you need your Salesforce data backed up in the cloud, or completely on-premise? Reflection Enterprise is an integral part of backup strategies worldwide. Using our soultion you can automatically back up data and rover it in one click. You can install our solution in just a few steps. If you need help, our support team is always one message away. You can request a demo or get started right now with a free trial.

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