Salesforce is a powerful CRM tool, but like any enterprise software, it’s important to have a robust backup strategy in place to protect your data.
In this article, we’ll share 13 best practices for backing up Salesforce data.
Do: Use a reputable cloud-based backup service
There are many cloud-based backup services available, and they offer a convenient way to back up your Salesforce data. Be sure to choose a reputable service that offers robust security and encryption features.
Don’t: Rely on Salesforce’s own backup feature
Salesforce does offer its own backup feature, but it’s not intended to be used as your sole backup solution. The feature is designed for testing and development purposes and it doesn’t always capture all data.
Do: Perform regular backups
How often you back up your Salesforce data will depend on your needs, but we recommend performing a full backup at least once per week. If you have a large Salesforce org with lots of data, you may need to perform more frequent backups.
Don’t: Forget to test your backups
It’s not enough to just perform regular backups – you also need to regularly test them to ensure that they’re working properly. Restore your backups to a development or staging environment and verify that all data is intact.
Do: Automate your backups
Manually backing up your Salesforce data can be time-consuming and error-prone. Instead, automate your backups using a reputable cloud-based backup service. This way, you can rest assured that your data is being backed up regularly and efficiently.
Don’t: Store your backups in the same location as your Salesforce org
If something happens to your Salesforce org, you don’t want your backups to be affected as well. Store your backups in a separate location, such as a different server or cloud storage service.
Do: Use a combination of full and incremental backups
Full backups capture all data in your Salesforce org, but they can be time-consuming and resource-intensive. Incremental backups only capture data that has changed since the last backup, which makes them much more efficient. We recommend using a combination of both full and incremental backups to strike the right balance between efficiency and thoroughness.
Don’t: Forget to delete old backups
Once you’ve created a new backup, be sure to delete any old backups that are no longer needed. This will help save storage space and keep your backup process organized.
Do: Encrypt your backups
Encryption is an important security measure that can help protect your Salesforce data in the event that your backups are lost or stolen. Be sure to choose a backup service that offers robust encryption features.
Don’t: Store your backups indefinitely
You may be tempted to store your backups indefinitely, but it’s important to delete old backups on a regular basis. How often you delete old backups will depend on your needs, but we recommend doing it at least once per month.
Do: Keep your backup process well-documented
It’s important to keep your backup process well-documented so that you can easily recreate it if necessary. We recommend creating a step-by-step guide that includes all the details of your backup process.
Don’t: Try to do too much yourself
Backup processes can be complex, so don’t try to do everything yourself. Instead, consider using a reputable cloud-based backup service to help automate and manage the process.
Do: Use multiple layers of protection
No single backup solution is perfect, so it’s important to use multiple layers of protection. In addition to backing up your Salesforce data, consider using a version control system like GitHub to track changes to your code base. This way, you can easily undo any changes that may cause problems.
Backing up your Salesforce data is critical to protecting your business – but it’s not enough to just perform regular backups. You also need to make sure that your backups are reliable, well-documented, and encrypted. And don’t forget to regularly test and delete old backups. By following these best practices, you can ensure that your Salesforce data is always safe and sound.
Backing up your Salesforce data is critical to protecting it from loss or corruption. Be sure to use a reputable cloud-based backup service, and follow our best practices to ensure that your backups are reliable and secure.