How to Choose an Ideal Backup Storage For Salesforce Data

If you’re currently evaluating a 3rd-party backup solution for Salesforce, prioritize this critical question first: where will your backed-up data ‌be stored?

It’s a burning concern for any data steward in Salesforce who’s under the constant counsel of managing platform data transactions. Securing a data backup and recovery plan for a Salesforce org with a user volume ranging from 75 to 100 typically entails a monthly investment starting at a minimum of 500 USD. And, lacking awareness of ‌ Salesforce backup data storage could lead to extra compliance charges.

Across geographies, compliance watchdogs are way too strict on cloud data governance. If they  press charges on transparency violations it gets nearly impossible to cut corners on the big fines, counting to even millions of dollars.

Given that Salesforce gives its users extra feet to explore what enterprises need the most, be it the best asset management tools for finance or the best supply chain management tools for their manufacturers, strengthen further with an entire data landscape for Einstein predictions. Hence having a Salesforce data backup solution gives a surety mark to your business continuity.

Offsite Backup Storage Options Vs Storage Costs in Salesforce

Having offsite backup storage allocated and integrated into your Salesforce is a big tick on storage cost savings. This adds on to the capacity to have a tiered approach towards Salesforce data management. There are quite a few secondary storage options that you can avail of to have an affordable data backup plan to keep the backup copies of Salesforce data, metadata, and files.

Backup storage options could be an  SQL or Postgres database or even a file storage. Comparatively file-level backups or file-based backups are better for enterprises looking for faster recovery to minimize downtime. The reason is that it helps to preserve the structural hierarchy of the platform data and can be recovered much faster than other storage methodologies. Hence, it’s even cheaper & saves backup recovery costs. 

For storing Salesforce data backups, destinations like Amazon S3 or SharePoint are fine choices as they support a range of file formats assisting bulk uploads for migration tasks. To leverage these storage options, DataArchiva Backup helps to set up your Salesforce with your 3rd-party cloud (AWS, Azure, Heroku, GCP) to automatically backup the data, metadata & files. 

Parameters To Evaluate the Perfect Storage To Backup Salesforce Data

DataArchiva backup for Salesforce can perform with undeniable durability, security, and performance with all the backup storage options from cloud platforms AWS, Azure, GCP, Heroku to on-premise systems at a price that can maximize ROI. Finding the right fit for your Salesforce can be a challenge. 

Let’s put some weight on the strength of the evaluation and what are the necessary parameters to choose a perfect backup storage for Salesforce. 

• Cost Savings: Before choosing a backup storage for Salesforce get an estimate of the backup data volume which will help you to outline the storage economy. Based on that you can decide to upgrade or downgrade the storage plan to meet your evolving needs with complete autonomy
• Backup Security: Backup storage of your Salesforce data should have proper partitions to secure it to prevent unauthorized access to the data or files. Before choosing a perfect backup storage for Salesforce data make sure the platform authenticates your user rights for an enterprise domain.
• Supports Backup Recovery: Ensure that your platform of choice supports uninterrupted performance & uptime. It is recommended to run a  thorough proof of concept on what works best for your enterprise, in case of an event disaster and meets the permissible limit of the maximum tolerable downtime of your Salesforce production instance.
  

• Meets RPO and RTO: The storage selected to backup for Salesforce should meet the Recovery Point Objective (RPO) and Recovery Time Objective (RTO). GCP has very well-defined attributes based on how easily you can retrieve the data when stored so that you can decide faster to choose a perfect backup storage for Salesforce data.
• Backup Retention Time:  Based on how long the data backups are maintained should be predetermined before you select a backup destination. For example, if you choose Amazon S3 to backup for Salesforce you might have to make some bucket-level changes to set retention times per version of the file stored.
• Factor Scalability: As you grow more users on Salesforce you need to scale up your backup capacity as well if you are using a third-party cloud as a backup destination. The maximum storage supported by Microsoft SharePoint online is 1 TB with an additional 10 GB for each licensed user similarly, other cloud platforms also have storage calculators to find you an estimate or you can also get a roadmap from the app vendors you are checking backup solutions for Salesforce.

Transparency in Preventing Data Risks For Salesforce Backups

For offsite backup security transparency for the storage in use can be a  key factor to conclude risk assessment for your Salesforce data backup’s storage options. 

Hence at DataArchiva, we believe it’s crucial to mention the importance of backup storage so that each transaction with our customers using Salesforce is transparent and has 100% control & ownership. 

Generally, if you belong to a GDPR-regulated geography (General Data Protection Regulation) you can protect your data subjects from probable data risks. And, DataArchiva  supports them in three ways –

1. Overcome Data Residency Challenges: Referring to Article 44 GDPR (Art.ref), personal data transfers beyond EU/EEA are prohibited without proper data protection in place. Hence DataArchiva lets you choose the cloud environment compatible with the customer’s internal standards and compliance, for any shortcomings while choosing a Salesforce data backup storage for Salesforce data.
2. Ensuring Data Availability: Once again, quoting Article 46 of the GDPR  (Art.ref) personal data transfer is only allowed on condition, after seeking data subjects’ right with effective legal remediation. As all DataArchiva users own every credential to make storage decisions to backup their Salesforce data, at any incidence of out-country transfers, they can access it with the immediacy with zero dependencies from the solutioner’s end.
3. Protecting Data Privacy By Design: As per Article 25 of GDPR (Art.ref)  data protection by design or architecture of the tool ‌ itself. Applying data minimization, where DataArchiva Backup completely limits the view & access of the customer data makes it more streamlined for compliance and protects data, metadata, and files from Salesforce. 

If you are still finding it difficult to orchestrate how having the right backup destination can save your disaster recovery plan for Salesforce?

Also Read: 7 Critical Considerations To Employ in Your Salesforce Disaster Recovery Plan

Here’s a free tip! 

Imagine your Salesforce data to be your monthly spend. To settle your current liabilities you have a certain amount of liquid assets, which can be as cash or bank deposits, and you must have some backup liquidity also, to meet your short-term needs for emergencies. As a common psychology to support extras, you will have a secret piggy bank or some special place, where you only have access and is available to the need-of-hour, and for that short-term need, you can take a backup copy of your Salesforce data assets or files and have them stored at a destination you sort. Easy!

So, here are your options:

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