Yet, many organizations aren’t able to support or deploy the IT resources required. Highly skilled IT teams need to dedicate significant time and resources for ETL (extracting, transforming, and loading data) and for creating and maintaining APIs for each downstream consumption tool.
#SALESFORCE DATA BACKUP BEST PRACTICES MANUAL#
However, accessing Salesforce data for use outside of the application is often a manual endeavor. IT teams must make it easy for authorized users, such as data teams, to quickly access the data they need when they need it. These include everything from compliance and auditing, customer service and retention, application and product development, to feeding machine learning and AI training sets, and more. Data Reuse: Business users are eager to leverage historical data in Salesforce for other operational and analytical tools for other purposes.However, throughout time, they have highly encouraged the use of third-party backup and recovery vendors on the AppExchange that provide more robust capabilities, such as GRAX. Recently, Salesforce said they are planning to reinstate those recovery capabilities along with basic backup. They used to provide very basic data recovery capabilities for customers. Salesforce has gone back and forth with this type of model. But users are responsible for data protection of app-generated data and recovering that data in the event of loss or corruption. This means vendors are responsible for protecting the application itself and keeping it up and running. Why? Most SaaS vendors abide by the “shared responsibility” model. IT teams/Salesforce admins need to be proactive about deploying a Salesforce backup and recovery solution themselves. However, when it comes to Salesforce, many admins and IT pros assume their data is already being effectively backed up by Salesforce and, therefore, will be readily available as needed. It’s a no-brainer insurance policy in case of outages and data loss. Backup and Restore: Most IT organizations have backup systems in place for on-premises applications.
In addition, with so many Salesforce users within a given company, the likelihood of some of them accidentally deleting or overwriting key information is high. Data security: Ensuring that Salesforce customer data is safe and secure is no easy feat in a world where cybercriminals are increasingly targeting cloud applications.Organizations that classify data are also more likely to use that data to make more informed business decisions and satisfy security and compliance requirements. Data classification can help you determine which data to keep, archive, or delete. Data Classification: Classifying data is critical to understanding what data your organization has and where it lives.Data Strategy: Your data strategy must explain the way you gather and use Salesforce platform data so that all team members are on the same page.In that case, chances are you’ll get only partial value from your investment in siloed areas of your company–when, instead, you could be optimizing it across the board.Īt a high level, best practices for Salesforce data management include data strategy, data classification, data security, backup and recovery, and reuse initiatives. Suppose your data management practice isn’t comprehensive. Apps like Salesforce are where decisions are made, and business takes place.įor organizations that depend on Salesforce, effective data management is as crucial as it is challenging. You’d be hard-pressed to find an enterprise that doesn’t run on data, much of which is generated in cloud-based mission-critical CRM, ERP, HR applications, and the like.
#SALESFORCE DATA BACKUP BEST PRACTICES HOW TO#
How to get much more value from Salesforce data
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