Salesforce Backup Options You Need to Know

You need to consider your Salesforce backup options carefully.  After all, if you backup your data in the wrong way, you risk losing all the data and information pertaining to your business. You even risk losing your business entirely, especially if you cannot obtain the financial data relevant to your operations.

You need to consider a few important Salesforce backup options, which will help you retain data as accurately as possible.

Salesforce Backup Options You Need to Know 

1. Be Your Own Backup

You can choose to buy the storage systems that you need for backup services. In order to use this method successfully, you should ensure that you implement an automatic backup. This will enable you to save data regularly without having to do everything manually.

If you choose to provide your own backup, then consider finding the right storage areas. You could opt to use an extra server for that purpose. You can also use a thumb drive or additional computer.

You can then set up things in such a way that you can export data at a particular time each week. Once you do that, the backup will be done automatically.

When you opt for a DIY backup system, you will need to deal with the storage issues. It is highly likely that you will not have the resources you need to backup data that is years old. That kind of storage needs dedicated resources that will likely be beyond the scope of your business. In such a case, you could choose to store your data and information that goes back one month or so and not any longer.

You should also consider putting your backup storage in an area separate from where you usually run your daily Salesforce operations. That way, you reduce the risk of losing all your data all at once. Can you imagine such a nightmarish scenario?

2. Cloud Backup

A cloud based backup may be another great option for you if you are looking to keep your Salesforce data secure.

You should be very careful when getting a third party to store your Salesforce information in the cloud. Choose a business partner whose services are very secure. You do not want to deal with complications arising from hacking and malfunctions that can possibly occur. If that happens, you may end up losing all the information that you saved.

The beauty of cloud-based backup systems is that it is accessible from multiple locations. This means that when you need to retrieve that data, all that is required is proper authorization and voila!

Always look for a data cloud service provider that is affordable. Most of these service providers will require you to subscribe to a monthly or yearly subscription. While this may be more costly than a flat fee paid for DIY backup, it is more convenient and much safer. With cloud-based systems, you are likely to recover all your data regardless of how long you have been backing things up. That means that even when all your essential data is destroyed, you can have business operations back to normal in no time.

Another thing to remember with cloud based Salesforce backup options is that they need to be user friendly. These systems should interface easily with your existing ones. In addition, you should be able to backup your data regularly and automatically. By doing so, you ensure that every bit of Salesforce data that goes through your business organization is saved without fail.

Additional Backup Options and Examples

You can also opt for a custom script that will backup your data into your business database. You will need to write your own script though. This should enable you to utilize API to obtain all your Salesforce data.

You can also opt for an AppExchange application. With such an application, you can automate the backup process to allow you to move your Salesforce data quickly so that you do not lose anything. For example, if you want to shift your data into MS Access, you can make use of CRM Fusion. On the other hand, if you want to move your data into Oracle, Sesame software may come in handy.

Plenty of third parties provide products that allow you to backup your Salesforce data. Some of these products are cloud based while others enable you to implement the backup process on your own.

Some of the Salesforce backup options are outlined below.

1. Backupify

Backupify is a software product that can be used for backup purposes by business organizations. This product enables you to automate the process so that data can be transferred on a daily basis. The software has advanced security features that include a 256-bit data encryption to provide data integrity and security. You will be able to search for specific files and restore selections of records whenever you need them.

With Backupify, you will have the benefit of a demo as well as a trial before you make up your mind on whether the product is for you or not.

2. Cloudfinder

Cloudfinder is a software product for backup purposes for use in organizations that utilize Salesforce. This product is cloud based. Cloud finder is user friendly and therefore easy to use. You can access a snapshot of your business data in seconds. The software utilizes seamless search and restore. You can automate the backup of data using the product. This means that you can find Office 365 and Google apps in addition to your Salesforce data and restore them with just one click. That is highly convenient!

3. Storage Guardian

Storage Guardian is another example of a cloud based backup system for Salesforce data. It allows for cloud-to-cloud data backup and provides security features to enhance data integrity. Unlike many other backup systems, once you pay for the product you will not be required to pay additional fees for licenses of any other kind.

Bottom Line

There is no doubt that Salesforce does very well when it comes up to backing up data of its users. However, it is always much safer for you to consider additional ways of backing up your business data in case of any eventuality. Mistakes happen. These may drag your company back if you cannot retrieve relevant business data and information. That is why you need to be aware of the Salesforce backup options available to you.
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.