In our last article discussing the safety of the Salesforce data export feature, we determined that it is, in fact, safe to use. The “unsafe” part of it is what you decide to do with that data afterwards. A similar concept is true when it comes to Salesforce data loss. Salesforce, by nature, is very safe (it’s 2019). Your data is stored in the cloud and Salesforce has around a 99% uptime. It would be extremely rare for data loss to be the “fault” of Salesforce (although it has happened).
But what about other types of data loss outside of it being Salesforce’s fault? Here we will discuss some of the top causes of Salesforce data loss and why it’s important to have a Salesforce backup tool. These typically involve data manipulation on the company’s end! Every time you connect 3rd party apps to Salesforce, you open up your Org to potential unwanted losses in data.
Integration issues with 3rd party apps
Sometimes 3rd party apps or issues with an integration can edit the wrong records. If this happens with a few records, maybe it’s not a big deal. But what happens when it edits thousands, or millions, of Salesforce records? Without a backup and recovery strategy, the consequences of this can be catastrophic to the business. Properly researching and training users on any 3rd party apps your company decides to use can help prevent accidents from happening. In addition, having a backup and recovery strategy can put those records right back in case a problem occurs.
Accidental deletion of Salesforce data
Employees are human. Because of this, accidents happen! A record (or multiple records) Users and employees can easily delete records. Deleting records could be due to miscommunication, forgetting to remove a contact from being deleted, and many other mishaps. This is why proper training and having a trusted backup/recovery solution is so important.
Purposeful deletion of Salesforce data
Jaded users and employees have the ability to cause a lot of damage to your Salesforce Org. Maybe a Sales team member gets jealous of a peer’s performance and decides to “accidentally” delete a few accounts. Or maybe an employee recently got a very bad performance review and thinks their job is at stake. A few clicks of the delete button can cause a multitude of records to be deleted from Salesforce! This isn’t difficult to do, and can cause a lot of damage if these records aren’t backed up properly.
Improper developer coding
Let’s face it. Developers can make mistakes too. A good developer will plan out their coding and test it multiple times to make sure everything is in working order. But even with these precautions, errors still happen. Sometimes inexperienced or cheap developers won’t even test their work – this makes problems even worse. If the coding error is unknown, it can take anywhere from minutes to weeks to figure out the root cause and a proper fix.
Improper data mapping
When you import data, typically you will need to match up fields. If you’re updating thousands of records and match up incorrect fields – your records will now be wrong! There’s nothing worse than your palms starting to sweat and stomach rising into your thought as you realize you incorrectly mapped thousands of records! This is normally caused by human error when data mapping. A recent backup will make correcting these mistakes a breeze.
How to Prevent Salesforce Data Loss
By maintaining a current backup of your Salesforce Org(s), you can virtually eliminate these mistakes from causing catastrophic damage to your organization. A backup is like insurance for your Salesforce Org, you may never need to use it, but if an issue arises, you’ll be thankful you did! Backing up daily (usually at the end of the day) is a typical best practice to ensure your records are the most recent versions.
Automated tools can make the backup process simple. By setting a backup schedule, you should rarely need to manually backup your data. This will allow you to have time for other tasks and you can rest worry-free.
Don’t wait for disaster to strike!
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