Unleashing the Power of Your Salesforce Recovery Solution

Welcome to our Data Unleashed web series. This web series represents a collection of ideas, lessons learned, and use cases accumulated by serving Salesforce customers over the past 12+ years. If your organization uses Salesforce, this web series was designed specifically for you.
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This content and service to the Salesforce community are essential to us here at CapStorm. When it comes to helping maximize your data, we feel a sense of duty to help others solve some of the most common and complex challenges related to their Salesforce data. Join us on LinkedIn, Youtube, Twitter, or CapStorm.com!

Episode 7 of Data Unleashed dives into how you can unleash the power of your Salesforce recovery solution. In the past, the go-to solution after losing Salesforce data consisted of numerous steps involving lots of spreadsheets and data loader, in order to manually calculate load order, push those spreadsheets into Salesforce along with several other cumbersome steps. For most people, this can become an unnecessary headache.

With a self-hosted approach, data recovery is so much easier. Instead of taking your relational data model from Salesforce and breaking it down, you can preserve it by replicating it in real time into another relational database. A self-hosted recovery solution has a couple of advantages, the first being security, meaning your data is under your autonomous control. Only your resources have access to it. The other one is speed. You can do this as often as you want, every 3 minutes. With a self-hosted recovery solution, you’re preserving the referential integrity of your data model, whether it’s just account names, phone numbers, or other fields. Then, when it comes time to restore, you can push any subset of data back to Salesforce. The best part? All of this is done behind your firewall. 

Tune in each Tuesday for more episodes of Data Unleashed, and discover all the tips and tricks to help you get more value from your investment in Salesforce. If you are looking for a fast, easy, and highly-secure way to protect your Salesforce data & metadata, we would love to hear from you! Reach out to an SFDC data expert or send us a message on LinkedIn!


Video Transcription

My name is Drew Niermann, and you’re watching Data Unleashed, the video blog series dedicated to helping you get the most out of your investment in Salesforce.

Today, we’re going to talk about how you can potentially unleash the power of your Salesforce recovery solution. 

So for a number of years, the go-to solution when you lost or corrupted data that’s in Salesforce was to use Salesforce’s weekly exports, get a bunch of spreadsheets and use data loader to manually calculate load order, push one spreadsheet at a time into Salesforce, pull the newly assigned record ID from Salesforce so that your subsequent objects in the restore order can look up to the newly assigned record ID. 

If what I just said makes no sense, don’t worry, it didn’t used to make sense to me either. And there’s a much easier way to do it, than by shuffling around with 300 different spreadsheets.

So what if instead of taking your relational data model that lives in Salesforce, instead of breaking that down into individual spreadsheets, you could preserve the data model as it is, by replicating it within a few minutes of real-time, down to another relational database that lives behind your organization’s on-prem or cloud firewalls. 

There are a number of things that you get out of this type of solution, the first being the best security that money can offer. Why? Because it’s your data under your autonomous control, and only your resources have access to it. 

Number two is speed. Because you’re using your own storage and your computer, you get to determine how frequently you want to backup, you’re not limited to once every 24 hours or once every 12 hours, it can literally be every three to four minutes if you choose. And by virtue of taking a carbon copy of Salesforce as underlying Oracle database and replicating it to your traditional RDBMS, you’re preserving all of the referential integrity of your data model. 

So when it comes time to restore, you can push back any subset of data, and the related lists back to Salesforce as they were at any specific point in time in the past. So this could be something like a single account, and just the phone number field on that record. It could be every single account, and absolutely every relationship and every field related to it, or anything in between. 

And by the way, when you do it with a self-hosted data model. In a relational database, it can all be handled as a single operation where you’re not manually doing a bunch of V lookups and spreadsheets and wondering why you exist.

In all seriousness, seriousness, though, that problem is real. We hear about it every day at Data Unleashed, and people just don’t realize that there’s an easier way to do it. 

So if you want to know how you can unleash the power of a Salesforce recovery solution without manually shuffling around with a bunch of spreadsheets, please drop me a note on LinkedIn. I’d love to tell you more about how this works. My name is Drew Niermann. Thank you so much for watching, this is Data Unleashed.

Steven Welch

Steven Welch

Steven has over a decade of experience with content writing and design, and works to bring CapStorm's stories to a wider audience.

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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