Three Lessons Learned from TrailblazerDX

In a Software as a Service (SaaS) first world, businesses are becoming more reliant on Salesforce and other SaaS applications for convenience, scalability, and efficiency in managing data. Salesforce customers specifically rely on the platform as the Holy Grail for managing customer relationships, sales pipelines, and business operations. That said, while Salesforce offers its unique benefits, it also exposes risks, particularly with data security, compliance, and integrations.
Radical Transparency Episode 14 header image

Off-platform Salesforce solutions are often considered competitive alternatives, but in reality, they are a necessary addition to Salesforce and other SaaS applications. These solutions offer a variety of benefits that improve data management, prevent data loss, and simplify integrations. During the recent TrailblazerDX conference held in San Francisco, it was evident that there are three significant reasons why off-platform Salesforce backup complements your Salesforce Org and other SaaS applications:

Easily Adhere to Auditing Standards

Businesses face restrictive auditing requirements, necessitating comprehensive data tracking and documentation. Off-platform Salesforce backup solutions provide a crucial layer of protection by preserving historical data and transaction records. Whether it’s tracking changes in customer accounts, monitoring sales trends, or reviewing communication logs, off-platform backups offer a reliable audit trail for compliance purposes. This capability not only ensures regulatory adherence but also fosters data transparency within your business.

Maintain Compliance of Sensitive Salesforce Data

Adhering to industry standards and data protection regulations is crucial for modern businesses. Non-compliance with regulations such as GDPR, HIPAA, or industry-specific mandates can lead to severe penalties and damage to a company’s reputation. Off-platform Salesforce backup solutions can provide peace of mind by ensuring data integrity and resilience against potential breaches or data loss events. By keeping redundant copies of critical data outside the SaaS environment, businesses can mitigate risks associated with system failures, malicious attacks, or accidental deletions.

Integrate Across Systems With Ease

While SaaS applications excel in their respective domains, businesses often rely on a diverse ecosystem of software tools and platforms to meet their unique analytics use cases. Seamless integration between these systems is critical for optimizing workflows, streamlining processes, and maximizing productivity. Off-platform Salesforce backup solutions facilitate integrations by eliminating data silos and offering data access for import/export capabilities. Whether it’s integrating with analytics platforms, CRM extensions, or legacy systems, a copy of your off-platform Salesforce data model will provide an uninterpreted data repository that can be leveraged across multiple lines of business. 

Off-platform backup solutions for Salesforce are an essential tool that can enhance the capabilities of Salesforce and other SaaS applications. These solutions provide features such as auditing, compliance, and integration, which enable businesses to safeguard their data, maintain regulatory compliance, and leverage integration opportunities across their digital ecosystem. As organizations navigate a complex and data-driven landscape, investing in off-platform Salesforce backup is not just a wise decision, but a strategic imperative for long-term success.

Join us each Thursday for more episodes of Radical Transparency as we show you how to harness Salesforce data for unparalleled growth and innovation. In addition, we would love to hear from you if you are looking for a fast, easy, and highly secure way to protect your Salesforce data & metadata! Contact an SFDC data expert or join us on LinkedIn, YouTube, or Twitter.

Video Transcription

Hello, my name is Ted Pappas, and welcome to Radical Transparency.

In this video series we’ll talk about why having a Salesforce backup off platform is critical to your business.

And we’ll work under the Salesforce pillar of equal education. My goal in this series is really simple. It’s to make sure that everyone in the Salesforce community is equally educated in the art of possible with a Salesforce backup off-platform.

I just got back from San Francisco. Salesforce’s TDX conference, their developer conference, was last week, and I spent three days in San Fran meeting with customers, meeting with partners, but most importantly, meeting with Salesforce executives, developers, and architects.

And this is the thing I learned the most. I was a little bit surprised by it, maybe not shocked. But it certainly validated a lot of the content that we talked about here. And it was this – in a SaaS-driven Salesforce community, where SaaS backup providers are everywhere, virtually every customer I talked to whether it was SMB, mid-market or enterprise,  talked about needing an off-platform copy of their Salesforce data for one of three things. 

And these are the three most common topics I heard from customers about why an off-platform copy of their Salesforce data is complementary to their SAS platform their in-platform data. 

The first is auditing, the ability to do field history tracking, to do snapshots of point-in-time for record level change changes is just not possible in-platform to the degree that it is off-platform. 

The second is compliance. We’ve talked about this a lot: When the data comes off of the platform, Salesforce Shield rules don’t apply. You have to encrypt on the edge, you get no user access controls, no field-level encryption, and compliance use cases. For off-platform, Salesforce data was number two. 

And the third which is what we talk about, it feels like every week, is what you can’t get in-platform is the usefulness of the data for integrations into data warehousing tools. Data Cloud is good, but it’s not great. Informatica, as an ETL tool, is good, but it’s not great. FiveTran, as an example, is a good ETL tool. But it’s not great to get the data of-platform where it’s useful to drive better insights for data warehousing use cases, was the third most common topic I heard. 

So the general theme from TDX from my point of view is SAS is not bad. But you can complement SaaS platforms with off-platform backups. In short, you don’t have to give up one to get the other. You don’t have to give up SaaS to get an off-platform backup. And you don’t have to give up and off-platform backups to go SaaS, there is a place for both. 

So again, my name is Ted Pappas. I’m the CEO of CapStorm. Thank you for tuning in to this episode of Radical Transparency. Hopefully you’ll tune in for next Thursday’s episode of Radical Transparency. And thank you very much.

Ted Pappas

Ted Pappas

About CapStorm

CapStorm is the most technologically advanced Salesforce data management platform on the market. Billions of records per day flow through CapStorm software, and our solutions are used in every industry from credit cards, telecom providers, insurance agencies, global banks and energy providers.

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