5 Steps to Evaluate Your Salesforce Backup Strategy

Disasters happen! They could be man-made, they could be natural, floods, earthquakes, and the like. The impact of a disaster on your business can be catastrophic and can range from hurting your revenue, to even your reputation.

Remember Permageddon? Or the NA14 hardware failure within Salesforce that left companies unable to operate Data loss happens. Data loss happens and by 2022, 70% of organizations will have suffered a business disruption due to unrecoverable data loss in a SaaS application, according to Gartner. Yet, too many Salesforce enterprises are unaware of data loss gaps that leave them exposed. Keeping data safe in the cloud is crucial, so here are some things to consider when evaluating your Salesforce backup strategy.

5 Steps to Evaluate Salesforce Backup Strategy

  1. Identify your RPO and RTO

Disasters can hit anytime, this could be power outages causing site failures, server upgrades gone bad, application crashes, or even file losses from human error or ransomware. Once your data center is affected, do you know how quickly you can get your business back up and running? It really depends on two things, RPO and RTO.

Recovery Point Objective (RPO) refers to the amount of data you as a company can afford to lose before it impacts business operations. It is key to determine whether your organization’s backup schedule is sufficient to recover after a disaster, therefore you should choose a solution that offers high-frequency backups, at least taking a backup daily.

Similarly, Recovery Time Objective (RTO) refers to the timeframe that data must be restored after a data loss or corruption. These are the cornerstone of your business continuity plan and go a long way in determining your choice of SaaS backup solution.

  1. Will you be able to recover data from any point in time?

The ideal Salesforce data backup and recovery solution should allow your business to safely put back your data exactly as it was before the incident. Moreover, to recover the exact data, at the outset you need to be able to quickly compare data to historical data. Therefore, an automated backup service with regular, reliable automated backups is fundamental to achieve that.

  1. Are you able to recover data and metadata?

Salesforce data can’t be restored without first restoring the metadata. Failure to backup metadata will only provide you a partial backup since data cannot be restored to fields that do not exist. You need to back up and restore your metadata as an attachment in addition to your data, else it can be cumbersome to rebuild relationships between Salesforce data objects. Thus, the key is to choose a comprehensive backup solution that allows you to automate backups of both your data and your metadata as well as provide a mechanism by which to restore that data easily. Flosum safely backs up all your data to a separate Salesforce Instance or AWS. Moreover, it allows you to maintain control of your data and metadata with the most secure backup solution.

  1. Is your Salesforce backup strategy automated?

Backing up your Salesforce data is difficult and to minimize your data loss, you need a solution that regularly takes automated backups. A solution that not only makes the whole process of automated backups pain-free but also locates and recovers lost data at blazing fast speeds.

  1. Does your backup strategy meet Salesforce standards?

Your routine data backup strategy as part of your overall data management and security model must also meet the industry compliance as well as uphold the Salesforce Service Level Agreements (SLAs). The data must be encrypted in transit and must be backed up to a separate Salesforce instance or AWS

Your Data, in Your Control

Flosum backup solution helps you stay in control of your Salesforce data with automated backups, data comparison, GDPR and CCPA compliance, full or partial restore options, data/metadata relationship maintenance, easy setup, and top-of-the-line support. This solution will provide organizations with a means to keep control of data and eliminate data loss due to human error, security breaches, bad code, and other factors that will inevitably compromise data.

Flosum Data Backup solution features automated or scheduled backups, data comparison, full or partial restore options, and enables organizations to stay GDPR and CCPA compliant. It was engineered to be easily set up, and work seamlessly within the DevOps processes enterprises already have in place so that teams can work efficiently without risking their organization’s assets.

Next Steps