Backup + Recovery: Is Your Data Protected?

Feb 23, 2017

Access to data is the key to sound decision making. If your business is data-savvy, you devote significant time and resources to gathering and tracking data about your products, services, sales, potential sales, customers and potential customers to trend growth and develop strategic initiatives and objectives.

And of course your day-to-day operations rely on access to data – so you can send invoices, receive payments, identify opportunities for sales and keep inventory levels where they need to be. Our world is driven by technology.
So it is a problem when access to data is disrupted.

Many of us rely on cloud-based services to host our data and, often, the apps that we run to process the data. You should know that backup and recovery of your data is not seamlessly included within many cloud- and subscription-based offerings, including Salesforce. In fact, last resort recovery and restoration of your information can rack up steep costs and time that you may not have. Don’t get caught in a pinch! Here’s what you need to know about keeping your data safe if you are a Salesforce user.

Salesforce Cloud Technology

Salesforce has committed serious resources to providing high availability and scalability of their systems so that your solution can expand as your organization grows, all up in the cloud. So we don’t need data centers, our own servers or equipment to have sophisticated technology available to our organizations.
However, what happens if information is mistakenly deleted, data becomes corrupted or there are errors in software configuration?

Salesforce Data Recovery

If something happens, you can request a Salesforce Data Recovery, but be prepared to pay up to $10,000 and wait two weeks for the data to get back to you. Not to mention, Salesforce can only provide the past 90 days’ worth of data—not an ideal or realistic scenario for most businesses.

Be Proactive – Do Your Own Backups

The old saying “failing to plan is a plan to fail” rings true, especially in the case of data recovery. Losing data can happen to anyone, at anytime. While it might seem to go without saying, the best way to protect your data from yourself is to make sure you’re consistently backing up your information.

Salesforce offers a backup solution within its platform that you can set up, but you should be aware of its limitations. Depending on your Salesforce edition, you can only backup your data every seven to 29 days, putting you at risk for losing critical information between backups. And there is no recovery solution within the platform. That means that you will need your IT person to manually import data back into your Salesforce org. It’s a painful and expensive proposition.

Are there alternative solutions?

Secondary Backup Options

Yes. There are third party apps designed specifically to backup your data in full and to provide for a smoother recovery. These app options can be automated for daily backups and allow you to customize which data is exported. Your exported data is saved to cloud storage which can be accessed at any time, ensuring your operations can be restored to normalcy as fast as possible. Search for “backup” on the Salesforce App Exchange to review available solutions.

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