How to Future-Proof Your Salesforce Data With Off-Platform Backups

Salesforce is the undisputed leader for CRMs. It’s an invaluable tool for managing your customer relationships, managing sales, and gaining insights to your business that you would otherwise not have. Nevertheless, depending entirely on Salesforce to safeguard your data can be risky, putting your most valuable assets and data, in a position of uncertainty.
Episode 5 Radical Transparency header

Implementing an off-platform backup strategy is a critical step to future-proof your Salesforce data. In this blog, we will discuss the reasons why off-platform backups are crucial for maintaining the value of your investment in Salesforce. It is important to understand the significance of having an off-platform backup as it ensures safe data storage and easy data recovery in case of any unforeseen circumstances.

Salesforce is widely recognized as having a robust architecture when it comes to security. The platform offers numerous security features, including data retention policies, role-based access controls, and encryption protocols (such as Salesforce Shield). Despite these measures, however, vulnerabilities can still exist. So, what exactly makes your Salesforce data vulnerable while it is on the platform?

  • Data Deletion: Accidents and mistakes happen. There’s always a risk that an employee innocently makes an error or a bad actor finds his way to your system. In either case, data corruption is a real possibility. 
  • Data Corruption: Technical glitches, software updates, or integration issues can lead to data corruption. Salesforce data on-platform is exposed to corruption and if corrupted, it may not be recoverable.
  • Platform Outages: As great as Salesforce is, it is well known that the platform experiences outages often. Jo Liversidge and Alexa Bona of Gartner allege that Salesforce has an uptime of 98%, well below the service level standard of 99%. If a 99% guarantee of uptime equates to 87 hours and 47 minutes of downtime a year, imagine how much time is lost at 98% uptime? Businesses could lose access to vital data for nearly an entire week! If your business processes millions of transactions per day, the listed outage time is herculean, leaving your data temporarily inaccessible and hampering revenue.

In the digital age, where data is the currency of business, and Salesforce is the platform for managing it, not having an off-platform Salesforce backup is a considerable risk. Implementing an off-platform backup strategy is mandatory to future-proof your Salesforce data and protect it from potential vulnerabilities. This strategy ensures confidence in your backup, capabilities for integrations, and controls for governance that protect your most valuable asset – your Salesforce data. It gives you a solution that future-proofs your business.

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 making your Salesforce backup both accessible and verifiable, is critical to your business.

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

And today’s video series is going to talk about how to future proof your Salesforce data with an off-platform backup. But before we get started, let me just say this, Salesforce is a best of breed tool. Salesforce has all the regulatory compliance encryptions with their Salesforce shield product baked in user access controls are in place they are best of breed. But that doesn’t mean there is not issues in platform. So we’ll talk about the top three issues. 

The first is data deletion. Unfortunately, sometimes there’s just bad actors if you have an employee who’s terminated. Or if you have an employee that just quite candidly makes a mistake and data is deleted. It’s really difficult if not impossible, to recover that data. Data deletions or accidents with data are absolutely recoverable with an off platform backup. 

The second one is problems with data corruption as a result of integration. I said this in the last three or four episodes, every single week. Salesforce has a data silo with Direct Connects if there are glitches in the system, if there are updates, or if there’s corruption just with data in transit, you will lose data off platform backups provides you one thing, the ability to restore or recover that data to a single point in time. 

And the third kind of risk with in-platform backups is performance outages. People don’t think that Salesforce goes down. And as a matter of fact, Salesforce does advertise it goes down. But if you’re in a highly regulated environment, and you’re processing millions of transactions a minute, or millions of transactions an hour, a single second of downtime causes data corruption, you cannot recover that in platform, the only way to recover that is with a recovery from an off platform Salesforce backup. So the three risks of keeping your data in platform data deleted accidents – data corruptions as a part of integration, and just the old fashion performance outage. 

So my name is Ted Pappas. I’m the CEO of CapStorm. Thank you for watching Radical Transparency. Please tune in again next Thursday for the next episode of Radical Transparency. 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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