Say Goodbye to On-Platform Salesforce Data Dependency

For many companies in the enterprise category, Salesforce is the backbone of their digital strategy and managing customer activities. But there’s a revolution emerging – a cold turkey method for maximizing the value they're getting from the platform. A paradigm shift in transforming the way businesses safeguard that data.
Radical Transparency Episode 7 header image

At its core, this cold turkey revolution in Salesforce Data Management signifies a departure from traditional dependencies of on-platform data and moves to a more strategic and resilient approach to hosting the data in your environment. Rather than relying on on-platform Salesforce data, businesses can discover the power of scheduled backups, enhanced integration capabilities, and an improved security posture off-platform. 

There are a few best practices for this revolution. And I’d recommend a Cold Turkey approach.

Scheduled Automated Backups: 

With scheduled backups at faster intervals, you can boost the resilience and reliability of your data model. Take advantage of near-real-time snapshots of your Salesforce data, which are automatically generated outside of the platform. These automated processes enable you to maintain a mirror of your Salesforce data off-platform, which serves a similar purpose as a live copy of your data on the platform. This ensures that your data is always up-to-date and available whenever you need it. 

Off-Platform Storage: 

On-platform storage is expensive and can lead to data bloat. Storing your backups off-platform allows you to control the target storage environment based on the data’s level or criticality. Less sensitive data, with a low recovery time objective (RTO) can be stored in a low-cost platform, whereas highly sensitive data, with a high RTO, can be stored in a more accessible storage platform. In-platform storage is a “one size fits all” that likely doesn’t apply to a disparate set of use cases.

Encryption for Enhanced Security:

Maximize your data security by implementing a more comprehensive encryption strategy for data off-platform. Extending the Salesforce Shield rules to off-platform data is possible. Obfuscated data at the field level off-platform assures data is unintelligible and protected against bad actors. 

The cold turkey revolution in Salesforce Data Management represents more than just a change in methodology and mindset; it represents a strategic shift to a more mature way of managing your data and maximizing the value you get from your investment in Salesforce. So go cold turkey, and leave behind the data dependency of on-platform data, and embrace the revolution of transforming how you manage Salesforce data.

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

Welcome to Radical Transparency, my name is Ted Pappas. And in this video series we’ll talk about why having a Salesforce backup off-platform that’s both accessible and verifiable is critical to your business.

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

And with the theme of Thanksgiving, Thanksgiving is actually one week from today, we’ll talk about why going cold turkey in the spirit of Thanksgiving, cold turkey, with a backup out of the Salesforce platform into a self-hosted environment, is absolutely a must. And we’ll do it with the top three reasons. 

The first is the automation of frequency rates of the backup. If you’re in a highly transactional environment, and you’re processing 1000s, 10s of 1000s, hundreds of values 1000s, I’m sorry, or even millions of records in a day, go look at what the incremental frequency rates of change are in platform off-platform. They’re as fast as the publicly available Salesforce API’s will allow, which means you’re not going to believe this, but it’s true, in increments of three minutes. You can have near real-time delta syncs for the entire date data model. So think about the integration capabilities that brings you not just integration capabilities, but just think about the ability to do a single point-in-time recovery in the event of a disaster. So the first is automated backups off platform, the frequency range that you can do it. 

The second one is, and we talked about this one in last week’s episode also, but I think it’s important enough to call out again, because it’s around data bloat, not data bloat for Thanksgiving Day data bloat. But data bloat in-platform, in particular, with Salesforce Data Cloud, they’ve cloud product is great. A bunch of integrations means an uncontrollable amount of data with an uncontrollable way to control when you level up or have to tear up with your storage. Salesforce storage is 100% for-profit, it’s not free. Take the data out of platform hosted in a self-hosted environment, and you control where the storage environment is put long-term storage, short-term storage, cold storage, or hot storage, you control the data bloat cost for storage off-platform. 

And the third, we’ve also talked about before, I don’t think we talked about it last week, but we did the previous weeks is what happens when data comes out of platform. If you’re a Salesforce Shield customer, you lose the encryption privileges that Salesforce Shield gives you in-platform with data add a platform, so you have to encrypt the data model on the edge, which means all the data in the middle is 100% exposed for things like GDPR HIPAA, PII, CCPA just name the regulation. So governance or obfuscation and encryption of your data at rest is reason number three. 

So do me a favor – cold turkey this Thanksgiving. For an off-platform, Salesforce backup focused on automations and frequency rates first, controlling your Salesforce storage costs off-platform with another storage provider as number two. And as number three is encryption at the field level to extend your Salesforce shield rules off-platform. 

My name is Ted Pappas. I’m the CEO of CapStorm. Without question, I will not be here next Thursday. I’ll be with my family at home for Thanksgiving. But I’m looking forward to seeing you the following Thursday for another 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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