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Backing Up Critical Salesforce Data to the Cloud

People assume that once you’ve sent data to the cloud, there’s a copy somewhere. After all, email lasts forever, right? Likewise, people tend to assume that cloud-based SaaS apps like Salesforce keep data forever — which they do, for limited use cases. The problem is that this partial solution can lull IT managers into a false sense of security. They know that Salesforce has some kind of backup and recovery capability, and they leave it at that. They have bigger fish to fry.

The horror! If you’re a backup administrator, you know that keeping data safe and easily recoverable is quite different from knowing that, if you suffer from a critical outage, you’ll be able to bring everything back just the way it was. If a salesperson is about to close a deal, and their data isn’t right in front of them, the deal is toast.

SaaS Apps and Lost Data

There are a lot of ways to lose data with SaaS apps. Users make mistakes. For example, let’s say management cancels a big campaign, and a new intern tries to impress them by deleting records to clean up loose ends. A month later, the campaign is back on but there’s no data to be found.

Another threat is the havoc that can be wrought by malicious users. If an angry employee feels threatened, there’s no telling what they’ll do. By the time they are “walked out,” it’s too late. If they delete records in Salesforce, it will cost the company a minimum of $10,000 and take weeks to fix — if the data can even be restored.

Moreover, corrupted data is ruined forever. A mishandled or corrupted bulk upload to Salesforce or a misconfigured integration could ruin data your company has been building for years.

Therefore, it’s really important to know what Salesforce does and doesn’t do. It’s a SaaS CRM app, not a backup and recovery solution — particularly if you’re talking about disaster recovery or business continuity. You need the real thing, which means a cloud-based solution that’s fast and easy to implement and doesn’t break the budget. Druva inSync for Salesforce is the real thing.

What Salesforce Does and Doesn’t Do

The Admin Export feature of Salesforce backs up a full database, but it’s a manual, once-a-week-only process. Otherwise, records are permanently lost 15 days after being deleted — or sooner if the recycle bin is full. Deleted custom objects are immediately unrecoverable. A recovery service is available for data deleted in the prior three months, but it costs a minimum of $10,000 and can take weeks. Metadata, however, is not included, so it’s up to you to restore the data back to Salesforce using the CSV file they provide.

Salesforce Cloud Services is very clear about this limitation: “It is important for customers to develop a data backup and recovery strategy as part of their overall data management and security model. The Salesforce Data Recovery service is an expensive and time-consuming process and should only be used as a last resort, when no other copy of the data is available.”

Druva inSync – the Real Thing for Salesforce Backup and Recovery

With Druva inSync, you get complete control of your Salesforce data with granular backup and on-demand recovery. If cloud data is lost, for whatever reason, you can recover quickly, easily, and without any additional fees. inSync’s backup and recovery capabilities include:

  • Time-indexed backup and recovery of standard and custom Salesforce objects and metadata
  • On-demand, granular restore with the ability to compare snapshots before and after events before starting a recovery
  • Unlimited retention to store data as long as necessary
  • Custom storage regions to meet regional data-privacy requirements

The inSync dashboard provides a single point of end-user data access and management, without having to manage multiple systems. Salesforce administrators can manage tasks on their own separate console, integrated into Salesforce, without requiring inSync administrator access. inSync supports multiple Salesforce organizations, including production and sandbox instances. And tamper-proof admin audit trails provide transparency, traceability, and accountability into all activities in the organization for compliance initiatives.

The Bottom Line

There’s a good reason that you went to the cloud with Salesforce. It’s also why you should go to Druva for backup and recovery, and for that matter, all your disaster recovery and business continuity data protection and management.

To learn more about how Druva can help you protect your Salesforce data, visit our Salesforce solutions page or register for our live webinar on Thursday, June 21, 2018 at 11am PT.


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