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Chartered Company Protects Sensitive Salesforce Loan Data with Self-Hosted Backup

CapStorm delivers compliant, secure, and scalable Salesforce data protection for a Fortune 500 housing finance leader.

Customer Profile

Industry:
Public Sector
Company Size:
10,000+ employees
Tech Stack:
Salesforce, Microsoft SQL Server, On-Premises Hosting
Specialities:
Housing, Finance, Compliance

The Challenge

This 50-year-old government-sponsored enterprise plays a central role in making housing more affordable across the U.S. With over 10,000 employees and a Salesforce org under constant development, the organization faced increasing data volume and complexity. Sensitive mortgage-related data, including personal identifiers, was stored in Salesforce, but no formal backup or recovery solution was in place. Without a secure, compliant data protection framework, the business faced heightened risk of data loss, corruption, or regulatory exposure.

The CapStorm Solution

CapStorm provided a self-hosted solution to incrementally replicate Salesforce data and metadata into the organization’s Microsoft SQL Server environment. The platform ensured full fidelity backup, continuous schema alignment, and rollback-ready metadata versioning.

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Secure, Incremental Data Backup

Salesforce data was continuously extracted and stored in SQL Server databases hosted behind the organization’s firewall.

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Metadata Versioning & Rollback

CapStorm captured and versioned all metadata, giving teams the ability to roll back configuration changes when needed.

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Schema Replication for Structural Integrity

The backup mirrored Salesforce’s object model, including rapid schema changes during active CRM development.

The Impact

  • Reduced risk with a self-hosted Salesforce business continuity solution.
  • Increased data visibility through validated, auditable backup processes.
  • Maintained strict compliance with secure, on-premise hosting protocols.
  • Preserved system integrity during continuous CRM development and structural changes.
  • Protected sensitive financial and housing data from accidental loss or corruption.
Chartered Company Protects Sensitive Salesforce Loan Data with Self-Hosted Backup
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Solutions for Every Data Challenge

Backup & Recovery

Protect Salesforce data with self-hosted backups, rapid restore, and full compliance – no cloud reliance required

Data Integration & Reporting

Sync Salesforce data to Snowflake, SQL, and BI tools in near real-time for analytics.

Salesforce Dev & Enablement

Seed sandboxes, version metadata, and enable faster dev cycles with compliant, consistent test data.