Given the solutions Salesforce offers to effectively manage your customer and partner data, it’s no wonder it’s number one in customer relationship management. In this blog you will find the latest ultimate guide to your Data Recovery backup and recovery in Salesforce.
However, with this powerful capability comes a great responsibility: to properly secure this data. Unfortunately, most SaaS vendors focus on providing a high-performance platform first and leave security and Data Recovery management to the customer.
So when you deploy your Salesforce, it’s your responsibility to manage, secure, and protect not only your company’s data, but also that of your customers and partners.
How can we be sure that our Data Recovery is perfectly safe if we don’t back it up? Breakdown in a data center, power outage, natural disaster, human error… Here is an overview of the too many causes likely to cause data loss. Deleting an account, item, or contact isn’t something to be taken lightly.
Although a data loss can be classified as minor or major, both pose risks to your business from both a business and legal perspective. Backing up your data protects you from all of this.
It’s important to identify which Salesforce data is critical and must be protected for recovery. An effective backup service should be able to secure all of your major Twitter data types: Accounts, Contacts, Leads, Opportunities, Cases, and Contracts.
In addition to the main data types, it is also suitable for backing up object records, files and custom content. For some businesses, backing up these items is not enough because they have their own custom configurations, fields, layouts, and metadata, and these must also be covered by the backup.