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Ask Me Anything: 10 Answers to Your Questions About Salesforce Backup

Salesforce users have access to both native Salesforce backup solutions and third-party data backup and restoration options. The Salesforce Data Backup Service was discontinued in July 2020, but was reintroduced in March 2020. To ensure optimum security and performance of Salesforce data, users must understand a number of things about Salesforce backup and data management. In this article, we'll look at some frequently asked questions and the answers provided by experts.  1. What tools does Salesforce use for data backup?   It's a prevalent misperception that cloud-based applications like Salesforce don't require backup. While cloud service providers will handle disaster recovery in the event that something goes wrong on their end, this does not apply to everyday use. In fact, even when data is stored in the cloud, users may remove or overwrite it, necessitating the usage of an adequate backup strategy.   Salesforce comes with a number of native solutions for backin

Data Export for Salesforce Backups and Disaster-Recovery: Is a Good Idea?

Business needs and their requirements can change rapidly, which is why it is important to have a data backup process for all your processes. While Data Export for Salesforce backup and recovery seems like a good idea in theory, things don't always go according to plan. In fact, Data Export for Salesforce mirrors the same issue that gets many businesses into costly impactful situations - not planning ahead.

Data Export for Salesforce Backups: Benefits and Drawbacks

Despite the clear recommendation of Salesforce to use a third-party backup solution, many still use Data Export as a backup purpose instead of investing in something a little better. Data Export's ability to produce workable backups is not efficient for a lot of conditions.

Salesforce data export is not a desirable solution for disaster recovery as it does not provide the functions or have the ability businesses are looking for. Many businesses today use standard data backup tools and create exported backups from Salesforce. But most of those exports aren’t useful in the long run, causing for mismanaged storage space and messy processes.

Most organizations rely on Salesforce data export to back up their data weekly. This is helpful in terms of getting slimmed down from large chunks of files which are unstructured and cannot be easily imported into different needs applications. However, because your data has to be downloaded before it can be relocated, the lost opportunity is apparent here - there’s no easy way to restore this data using the tools available in Salesforce. If you are over relying on Salesforce data export, you must rethink!

Salesforce data backup and recovery

Don’t over rely on Salesforce data export

Whether you're backing up Salesforce data or data from another platform, it's important to first understand the criticality your data holds. Next, if and how you protect that data should be the primary concern of your backup strategy. Lastly, testing restores of backups is important to find out if they are useful in a time of emergency. Being able to export data is important but equally important is being able to restore it.

Do not rely wholly on Salesforce exports, instead try the backup solution, Archive on Cloud (AoC) to avoid losing data in the long run. Webuters backup solution, AoC, backup all your data daily, weekly, and monthly as per your business needs. If you hadn’t backed up recently or an entire object with its fields, records and relationships and it has been deleted with no hope of recovery, you are ended up into a costly affair. Get started with Archive on Cloud for backup and recovery as it keeps you covered beyond situations.  

It’s easy to Corrupt Backup Data when trying Restore the Standard way

Restoring data from CSV may sound easy but it is exceptionally complex when relationships are involved. In such scenarios VLOOKUP columns are to be used to reconstruct the relationships which is a big task as CSVs are large files that are hard to manipulate. Another biggest challenge with data restores from CSV is the risk of corrupting backup data. The change in format of data or breaking embedded link can make your data unrestorable, as shared by a Salesforce expert.

If you are completely relying on Data Export for backup and recovery you have analyzed just one side of the coin. If you haven’t tested the restore from data export and the complexities involved, you should prepare well for the risk underlying. Instead of waiting for an issue to strike, start today with Archive on Cloud.

Data Export limits how often you can back up your data

The limitation of the Data Export means you can only backup your data once a week at most. Additionally, if using a Professional Edition of Salesforce, you cannot export data more than once a month. What's more, Salesforce itself warns that scheduled exports can be delayed by up to one week due to heavy traffic. With AoC, on the other hand, backups are scheduled or generated automatically with efficiency with no waiting for them to stockpile. For your company, consider how valuable is the data stored in Salesforce and can you afford losing this sensitive data?

With Data Export you are forced to schedule the export batch once a week, while with AoC you can schedule or generate a daily backup to minimize your risk of data loss. It’s your call!

Are you prepared for data loss when Salesforce Export fails?

The importance of backups is difficult to underestimate, however backups must be comprehensive. Data loss can cause two large issues for companies: business interruption and monetary concerns. Many businesses are implementing a backup solution in 2022, although Salesforce handles your back up needs but there are still quirks that may lead to data loss. A robust backup solution specifically for Salesforce needs to be implemented so it can handle all your backup and restore needs.

Your business data is critical and using Data Export is not enough to protect your data in the uninformed events of data loss. Where Data Export misses the mark, Archive on Cloud comes to your rescue. Contact for a free demo today reach out to us via email or say Hi to us in the live chat on this page to know how AoC can help your business.

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