Cooking Up Salesforce Success: Things I Learned From Trailhead’s Data Protection Superbadge Unit

One of the best resources within the Salesforce ecosystem is Trailhead. Whether you’re a seasoned admin or just passed your first certification, the modules offer the chance to learn in-demand skills to further advance your Salesforce journey. To improve my own salesforce skillset, I turned to Trailhead in order to earn my Data Protection Superbadge. Although this blog won't provide explicit instructions to overcome the challenge, I hope it will inspire you to consider ways to protect your data – from identifying problems to how to resolve them. Think of it like perfecting a cherished soup recipe passed down from one generation to another – with a little time and effort you’ll become a master of your craft.

While most of my Salesforce friends are honing in on artificial intelligence (AI), and the benefits of these new ‘magical’ solutions, earning the Data Protection Superbadge allowed me to pivot in a different direction to think about the difficulty of protecting this ever-growing pile of data. Imagine a chef gathering the perfect ingredients for a pot of soup – your data protection solutions need to work well together or else you’ll end up with an inedible pot of mush.

How to Identify Corrupted Data

It’s like when you taste a soup and sense that there is something wrong with it, but you can’t identify which ingredient caused it. Similarly, detecting data corruption in Salesforce is like trying to find the spice that might have under-seasoned the soup or the measurement that wasn’t exactly right, turning your soup into a stew. It’s hard to find the exact records that have been affected by the corruption because Salesforce never stops working, and there is always sales and support activity going on.

Fortunately, this Superbadge unit assumes that Salesforce is a static system, which makes this challenge much simpler to solve. This does not, however, reflect reality! To truly identify data corruption, you need a full picture of what the data looked like before the change, then after the change. Field History tracking has value, but a full picture of all data changes is better! 


Data Protection Superbadge

How to Recover Corrupted Data

When it comes to recovering corrupted data in Salesforce, there are various tools to choose from, such as data loader, data import wizard, and other similar options. However, based on the permissions granted by Salesforce, using any of these tools comes with limitations, as well as the native validations and automations set up to maintain the quality of Salesforce data.

Validation rules act like a lid on a soup pot with a small hole, perfectly sized for adding fine herbs. If I need to add the holy trinity (onion, carrot, and celery, for those that don’t know) to the pot, I must first remove the lid. Similarly, before importing data, I need to turn off validation rules and other automations. This is because validation rules are designed to work with specific data input flows and may block valid data from being imported correctly.

While the challenge made recovering data simple, In reality, data recovery is not always this straightforward. It is vitally important to always consider the potential changes that these updates might cause to other records. 


How to Avoid Data Corruption Altogether

Setting up a weekly data export was a part of this challenge, and I cringe every time I hear the term “weekly export.” Why?

  • It’s a copy of data in an unsecured format (CSVs) 
  • On somebody’s computer, usually a laptop
  • Weekly data loses its value if it is not most-up-to-date version 

This process grants massive data visibility to anyone who has access to the computer, and fixing data corruption from a CSV is very complex if there are any sort of data relationships involved. Plus, it’s stale data! I certainly hope that Sales updates their deals more than once a week! 

Instead of reactive repairs, take proactive steps to avoid data corruption by running a backup before implementing a new integration, testing recovery to make sure that it works, and limiting the amount of data that each user can modify. 

Protect Your Salesforce Data With CapStorm

Safeguarding your Salesforce data with CapStorm is like crafting a hearty soup from scratch, where every ingredient harmonizes perfectly. Much like a simmering pot on the stove, CapStorm’s  Salesforce backup and data recovery solutions shield your invaluable Salesforce data from corruption. With our Salesforce backup, data recovery, and restore solutions, you can:

  • Implement automated backups up to every 3 minutes. 
  • Perform full and incremental data backups on demand.
  • Verify data backup accuracy and completeness.

CapStorm enables your Salesforce data to stay within your database, behind your firewall, providing the ultimate data protection. This gives you full, autonomous control over your own data instead of handing your data to a third party. Check out some of the other ways our solutions have helped our customers

If you’d like to learn more about CapStorm’s offerings, talk to our experts today.

Rebecca Gray

Rebecca Gray

Rebecca is 5 year Salesforce fanatic and certified Salesforce Admin, Service Cloud Consultant, Sales Cloud Consultant, and App Builder. She volunteers in the Salesforce community, leading the Saint Louis, MO Salesforce Admin Group and is a former Lightning Champion. In her day job, Rebecca supports Customer Success, helping CapStorm customers achieve their goals for Salesforce data management.

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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