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Now that the year is coming to a close, many of us are spending time reflecting on what we learned this year. For Reflection, this year was about educating users on all things Salesforce, especially the importance of data backup. Want to know what you missed or get a recap of our top Salesforce CRM tips? Here are some of the most important tips and topics we covered on the blog in 2019.

Data loss statistics

  1. Approximately 32% of computer users experience the loss of data each year.
  2. Small businesses that experience a large data loss typically go out of business in less than a year.
  3. Businesses who are dependent on digital data typically aren’t able to resume services is data is not available for more than 10 days.
  4. Over 90% of employee’s personal computers are not backed up. Main systems may be backed up, but individual computers are usually not. This makes them prime targets for the loss of valuable data.
  5. 100% of disk drivers eventually fail. ALL drives will fail sooner or later.

Keeping an eye on crime

 First things first, cybercrime is a serious issue that impacts many businesses. However, most data loss incidents that occur are not the result of cybercrime. More often than not, deletion, corruption and other issues are accidental. This means that organizations shouldn’t focus all their attention outward when trying to prevent data loss. 

According to data in a report published by PC World, 75% of data loss occurs due to human error. So, if someone on your team does make a mistake, they aren’t alone. Having a backup strategy in place gives everyone in the organization peace of mind. It also prevents them from making mistakes that could impact multiple different parts of their organization. 

Salesforce CRM + Single source of truth

One of the best practices any company can adopt is a suggestion directly from Salesforce themselves, “If it isn’t in Salesforce, it doesn’t exist!” This is an essential mantra to fully leverage the power of Salesforce and get a 360-degree view of your organization.

Encouraging salespeople to enter leads, update contacts, and enter opportunities in a timely manner, or trying to convince marketing to give up their Excel spreadsheets and begin tracking all of their marketing efforts through Salesforce can be a challenge. However, it’s critical to provide your executive team with a global view of the effectiveness of campaigns. Making Salesforce your single source of truth makes that simple.

The importance of cleaning data regularly 

Even the best teams will need to take a closer look at their data every once in a while. Dirty data is a serious problem that can wreak havoc on your organization. If you aren’t auditing and cleaning your data regularly you may not catch issues that could cause serious headaches down the line. Much like defining your process for only keeping critical data, you should define a process for cleaning data too.

There are several things that you can implement to make keeping data clean a breeze. Third-party tools can help you identify and merge duplicate records so that you don’t have to dig them up manually. There are also tools that can help you analyze your data health and data quality. This can help you uncover data that isn’t useful to you and help you evolve your data collection process to avoid more “dirty data” in the future.

What is Salesforce metadata?

The definition of is: is a set of data that describes and gives information about other data. In other words, metadata is information that describes the configuration of your organization. This also helps your users navigate the environment more quickly. Admins and developers can also use metadata to customize your Salesforce CRM, and tailor it with settings that will work best for your team. Understanding the differences is key because it’s critical to ensuring that your organization’s backup and recovery strategy covers both types.

What is GDPR?

Salesforce describes GDPR as a regulation that is ushering in a new era for data privacy. The general data protection regulation impacts businesses in the EU and organizations that do business in the EU. This regulation shapes the way that businesses are required to protect and handle information. The goal is to enhance the rights that citizens have over their data in the digital space. While this regulation was passed in the EU it applies to businesses globally because any organization that does business in the region can be fined if they’re not compliant.

Salesforce 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.

Final thoughts

It’s critical to have a plan in place to keep your Salesforce CRM data safe and avoid hitting the Salesforce data storage limit. If you’re looking for a feature-rich solution, Reflection is the right choice for your organization. Reflection Enterprise is an on-premise solution that can easily automate the replication and backup of your data for you and provide restoration capabilities. Want to see what Reflection can do for you? You can go here to request a demo or start a free trial of Reflection Enterprise today.

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