A Proper Salesforce Backup Solution Is a Must-Have

Every business relies on its data to power its operations, as well as to provide insights into its customer base. In today’s digital landscape, Salesforce has become one of the most popular customer relationship management (CRM) solutions for businesses of all sizes. The importance of having a backup solution for your Salesforce data cannot be overstated – it will serve as one of the backbones of your organization. So let’s dive into backups and why your business needs to have a solid solution in place.
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What is a Salesforce backup solution?

To start off, let’s get down to the basics. Salesforce is the world’s leading CRM platform for a good reason. It offers businesses of all sizes – from startups to enterprises – robust tools to manage customer data, sales pipelines, and so much more. But as with any valuable asset, it’s important to have a safeguard in place in case something goes wrong. That’s where a Salesforce backup solution comes in.

The hallmark of a proper backup solution is its ability to allow your backup to be verified and tested to ensure accuracy and completeness. Once verified, your backup can then be used as needed – whether following an event such as a ransomware or malware attack – or if a user accidentally changes something they shouldn’t have. Many types of backup solutions are available, but they all have one thing in common: they give you peace of mind by knowing that your Salesforce data is safe and can be restored if necessary. At the end of the day, a proper backup is one of the best ways to protect your Salesforce data

When it comes to picking one, there is often the question of whether self-hosted or software as a service (SaaS) is the right solution. There are pros and cons to both, but self-hosted solutions tend to have a leg up when it comes to having confidence in the backup process, the capabilities to handle your data through processes such as sandbox seeding or integrations, and control over who has access to or owns the data.

What are the 4 benefits of having a self-hosted Salesforce backup solution?

When it comes to your organization’s data, there are many positives to having a backup solution in place. One of the most important things you will benefit from is the ability to restore your data if something happens to your Salesforce org; whether by accident or a malicious attack, your backup can restore your data and keep your business running smoothly. Along with safeguarding your data, there are a few other benefits you’ll quickly discover:

1. Protects against data loss

As stated above, the first and most obvious benefit of having a Salesforce backup solution is that it protects your data from being lost. If your primary Salesforce org goes down for any reason, you’ll still have access to your data through the backup. This is one of the moments when it’s imperative that your solution offers the ability to verify your backup for accuracy and completeness, or else you still run the risk of losing data. This ensures that your business can continue running smoothly, even in the face of unexpected events. 

2. Reduces downtime

If your Salesforce org faces an outage due to an accident or attack, having the proper tools in place can reduce the time it takes to get back on track. If your Salesforce org goes down, your most recent backup can restore your org back to before the incident. This minimizes disruptions and keeps your business running smoothly.

3. Increases efficiency

A good Salesforce backup solution can also increase efficiency by reducing the need for manual data entry. If you have a process in place for automatically exporting data from your primary Salesforce instance to the backup, you won’t need to waste time manually re-entering data.

4. Maintains compliance

A Salesforce backup solution can make compliance much easier if your business is subject to regulatory requirements such as GDPR, HIPAA, or any other rules and regulations, depending on your location. Many of these regulations require knowing where and how your data is stored and that your organization only retains the data it needs.

Having a backup plan can give you peace of mind. Knowing that you have a copy of your data somewhere safe and secure can help reduce stress and anxiety, especially if you rely heavily on Salesforce for your business operations. 

Two different types of Salesforce backups: incremental & full backups

Many types of Salesforce backup solutions are available, and the best one for your organization will depend on your specific needs. The two most common options include the following:

  • Incremental backup: This type only backs up new or changed files since the last backup. This can save time and storage space, but it means that you may not be able to restore older versions of files.
  • Full backup: This involves backing up all files, regardless of whether they have changed since the last backup. This takes more time and storage space, but it gives you a complete copy of all your data. 

While both are important to your business functions, incremental backups allow you to quickly stay ahead of any negative impacts to your Salesforce org. Once you have conducted a complete data backup, transitioning to incremental data backups will save time while simultaneously ensuring that you have access to the most up-to-date data in the case of a catastrophic event. As a result, your Salesforce data backup will be fast, letting you roll back data changes to minutes after the data corruption occurred.

Regular backups are essential to all types of Salesforce users

Whether you’re using the Salesforce Classic interface or Salesforce Lightning Experience, you still need to back up your data regularly. Some businesses believe they don’t need to back up their Salesforce data because it’s all stored in the cloud. However, it’s still vulnerable to hacking and other security threats. So it’s important to have a backup solution in place. 

You should always export your data regularly, verify the accuracy and whether it’s complete, and then store the exports in a secure location. This way, even if something happens to your Salesforce account, you’ll still have a copy of your data stored safely elsewhere.

CapStorm gives you full control over your backups

When it comes to third-party alternatives, CapStorm’s Salesforce backup and data recovery solutions are by far the most comprehensive way to protect your invaluable Salesforce data. 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.
  • Backup Salesforce standard and custom objects, packages, and Big Objects.
  • Enable point-in-time data recovery.
  • Rollback metadata like profiles and flows with clicks.

CapStorm ensures that your data is completely and efficiently backed up to your own database. 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. Want to learn more about how CapStorm can help protect your Salesforce org against ransomware, data loss, or data corruption? Talk to our experts today.

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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