5 Tips to Effectively Plan Salesforce Data Backup and Quick Restoration

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Many tools can help the users to get the best out of the Salesforce environment. The option of automated release management offers different options to streamline the Salesforce development pipeline. Data security is one of the major aspects of the overall Salesforce DevOps plan. However, there are many measures you can take beyond just implementing a secured password. Salesforce data backup and restoration are some of the essential aspects of end-to-end data strategy.


You cannot guard fully against the scope of data loss. One major cause of data loss can be human errors which may be impossible to avoid completely. Some other causes of data loss can be hardware failure, cybercriminals, and any natural disasters that may result in losing important system data. A reliable and comprehensive data backup system is important to restore the operations after any event of data loss. Failing to have an efficient backup system in place will cause a big disaster in terms of performing your business operations. However, the key question is how you will be able to ensure that you have the best data backup and recovery plan in place. Let us explore five important tips for optimizing and ensuring Salesforce data backup and restoration.


  1. Establish an objective for data recovery


The primary goal of Salesforce’s data backup and restoration strategy is to get a system back online after an incident of data loss. However, this goal does not look the same for all. Seeing a proper recovery objective will help to identify the specific goals and needs for this effort. Here, you can custom set up the maximum period of data that your company is willing to lose in case of any data disaster.


There can set a shorter time frame also for data backup, which necessitates a better storage capacity. However, longer backups may be more affordable as there is a diminished need for data storage. This may result in further data loss as more data may come during the time of recovery to restore in case of any data loss.


  1. Defining recovery time


While configuring the backup settings, there are some other considerations related to how important it is for your organization and how to quickly restore the data to restate the normal operations. A standard RTO (Recovery Time Objective) related to how quickly you will be able to recover from disaster to a stage where your company will be able to get back to normal operations.


You can set an RTO, which can be used for a shorter period of time to save money and also help to minimize the loss due to downtime. However, doing this will require a higher degree of attention as well as retention so that it will cost more for the users to keep it up. You may find your sweet spot to set the RTO, which is the most ideal in your use case. Let us further explore salesforce data backupin more detail.


  1. Select the backup types


As we discussed in the case of the recovery time objective, the needs of each organization may differ. As for how these needs are the same, your data backup approaches and types also may vary. As there are various modes of backup, it is essential to choose the most appropriate backup type to fit the best to your needs. Choosing the most appropriate type of backup will keep the storage needs at a manageable level while providing apt coverage. There are four types of backups we can choose from.


  • Complete backup – Data and metadata in its entirety.
  • Incremental backup – Selection of incremental changes since the old backup.
  • Normal backup – This is the backup of selected data as defined in the configuration.
  • Hierarchical Backup – All corresponding data relationships to the given objects and the associated relationships.


  1. Configuring the settings


You can custom specify the data backup and restoration tools for customizing your storage and coverage needs. It can be ideally performed within Salesforce or within the given tools based on the providers to choose. If the settings are properly configured, then it will stipulate which data sets will be essential to cover so that you will not be left with any unimportant or outdated information.


You may select all the desired data sets and metadata which you have to backup. However, while planning the data to be backed up, it may not necessarily include the entire repository of Salesforce data. On the other hand, you should be aware of different government regulations regarding different data types which have to be covered. The retention period of the data backup also should be set. A longer retention duration means you have to store an increasingly high among of data. On the other hand, short retention means that the data may be deleted even when you need it. So, you have to fine-tune the duration as per your needs.


  1. Archiving data sets


While considering various modes of storing and backing up data, archiving is a standard method that can effectively reduce the among of information stored in the backups. Data archiving is the approach to identify data that is not used anymore and move it out of the Salesforce production. This can be put into long-term storage to be used in the future as needed.


Archiving may sometimes become confused with the data backup. These can be kept as a copy of essential data, which may not affect the actual files. Archives will serve as data repositories that can be used to keep the information, which is not critical but has to be retained over time. However, the absence of any such information will not affect the usual operations of Salesforce. In fact, this will also make it better by diminishing the overall workload. It also makes it quicker and easier to back up the most needed info.


While planning for Salesforce data backup, it is important to remember that many regulations stipulate how the industries should handle, store, and protect the most sensitive information. We can see how financial and healthcare companies are most effectively handling the data backups and recovery for their benefit.

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