Salesforce Backup and Recovery: Self-Hosted vs SaaS

With Salesforce backup and recovery, there are two primary approaches to ensure Salesforce business continuity: Self-Hosted vs SaaS. Each of these methods provides different key advantages and disadvantages.

With Salesforce backup and recovery, there are two primary approaches to ensure Salesforce business continuity: Self-Hosted vs SaaS. Each of these methods provides different key advantages and disadvantages. Our goal is to take a look each option and find the best solution to protect your Salesforce Data and your business.

So what is the difference between Self-Hosted and SaaS?

Self-Hosted 

  • A self-hosted solution backs up data from Salesforce into your own on-premise or hosted data center. This extraction method is over the Salesforce API’s, with the data extract formatted into CSV’s or maintained in a relational database format and a  structure identical to that of the underlying Salesforce database. CapStorm is an  example of a self-hosted Salesforce backup and recovery provider. 

 

SaaS (software as a service):  

  • The SaaS method extracts data from Salesforce into the providers own on-premises or hosted data centers. The extraction method also uses the Salesforce API’s and data is typically stored in a CSV format, in a landlord-tenant database architecture.

Now let us compare!

Item Self-Hosted SaaS Advantage

Implementation 

Installation & 1st Backup

Data is stored in your own  data centers, so the first step  is to create a data repository,  typically a relational database,  then install the provider’s  solution.SaaS solutions provide the data  repository, so implementation  typically requires simple entry of  Salesforce credentials. SaaS

Data Assurance 

Confidence in the  backup process

Data is stored in your own  data centers, so verification is possible by a variety of methods. A few include: running reports, comparing record counts between Salesforce and the backup, and provider’s tools.Data is stored in the provider’s data centers, so the provider should provide verification tools.  A full verification may not be  possible without access to the  real data.Self Hosted

Data Enablement

Ability to use the  data

Self-hosted data can be used for near real-time Salesforce integration and analytics.  Optimally, the provider will  also provide DevOps solutions to enable Salesforce sandbox seeding.Data is not available for integration or analytics; however, the provider may provide sandbox seeding capabilities. These may be limited if the data is stored in  CSV format.Self Hosted

Data Governance

Management of  data security,
usability, and
integrity

Data Governance is controlled by the consumer of the self hosted solution, enabling each company to determine data security and access.A SaaS provider may provide tools for data governance. There is an inherent data governance  risk when data resides with a 3rd party.Self Hosted

Data Archival  

Data Storage & removal of obsolete records

Self-hosted options offer unlimited data archival functionality, as the data is stored in your own data centers.SaaS solutions offer similar functionality to self-hosted for data archival, though the data is maintained in the provider’s environments which may increase costs.A tie!

Transition 

Breaking up with the provider

Self-hosted solutions can be hard to leave because the data extracts are typically used for internal purposes other than backup. However, the process to leave the vendor for a direct backup  use case is simple – as you own the data.The most difficult part of leaving a SaaS solution is data retrieval  and storage. The data must transit the vendor’s systems to your systems, which is entirely reliant upon the vendor. You may also loose historical versions of data during this process. Self Hosted

CapStorm enables our customers to Be Expert with self-hosted Salesforce disaster recovery,  ensuring data security, access, verification, and usability. In the words of CapStorm founder and CTO Greg Smith, “Why trust somebody else when you can trust yourself?”

Start a conversation to see how CapStorm products provide self-hosted Salesforce backup and recovery for Salesforces of all sizes.

Drew Niermann

Drew Niermann

Drew excels in presenting deeply technical ideas in a simple way. He supports 50 of CapStorm's top global accounts, helping each company to achieve their desired outcomes while also guiding a team of Enterprise Sales reps to identify and execute on each of their strategic pursuits.

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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