Top Considerations for Choosing the Right Backup and Recovery Application for Salesforce

Have you ever thought that Salesforce bears the responsibility for the backup of your data solely because it’s stored within their platform? If ‘YES,’ you are not alone. According to a recent ESG research report, 35% of organizations believe that Salesforce is responsible for backing up their data.

But ‘NO.’ 

Salesforce is only responsible for securing their cloud CRM platform. It’s you who is responsible for the backup of your data. So, it’s no longer a question of whether you need a backup application for Salesforce. 

But before acquiring a backup application for Salesforce, you have to take many factors into account as it’s not a walk in the park to simply purchase one.

In this blog, we will discuss which are those factors. 

• The Application Should Store the Backup Data Out of Salesforce

As you already know, Salesforce comes with very limited data storage space. In this, your data already consumes a big chunk of it. If you adopt a backup application that keeps the backup data also in the production org, it will consume the rest of the storage limit and easily lead you to exceed the data storage space. 

Apart from this, it’s also possible that you will lose all your data (both primary data and backup data) at once in case of a data loss scenario if the backup data also resides within the Salesforce platform. So, there’s no way to ensure its protection. That’s why it’s recommended to settle with an application that stores your backup data somewhere out of the Salesforce environment. 

• An Application That Can Backup Metadata, Files, and Attachments

If you’re a Salesforce user, you know the importance of metadata. Described as ‘data that describes the main data, or ‘related data of the main data,’ metadata in Salesforce is as important as the main data. Although metadata holds significant importance, it is not always incorporated into most Salesforce backup applications. So, you need to tease out the right backup application that has the expertise for metadata backup as well. 

The same goes for the backup of files and attachments. Like data, these are all essential to be protected by backing up. So, make sure the backup application that you choose creates copies of your files and attachments as well. 

• An Application That Provides Customizable Backup Intervals and Backup Types 

The frequency of data backup will be varied for organizations. Some companies back up their Salesforce data once a day, while others back up once a week. However, it’s recommended that to minimize your recovery point objective, you should back up your Salesforce data at least once a day. But having the option to conduct backups more than once a day is also important considering the mission-critical nature of it. So, opt for an application that can provide customized backup options for your needs.

Also, consider the fact that there are different types of backup options available such as Incremental, Differential, and Full Backups that serve different functionalities. So, your application should support all these backup types. Only then can you opt and proceed with the backup type that your business demands. 

• An Application That Ensures Data Ownership for the End User

No matter what, you should be the ultimate owner of your backup data. That means it should be you who needs to take the final decision on who can view and access it. This is one of the stringent requirements when it comes to the security of the data and the prevention of it from unauthorized access. To achieve this level of control, you need to find out a backup application that provides you with the ability to manage your backup data. This includes features such as selecting which data to back up, deciding where to store the backup, and setting permissions on who can access it. So, find out the best application that gives you to ultimate power to own your backup data. 

• An Application That Delivers Advanced Recovery Capabilities 

Most application fall flat when it comes to data recovery in Salesforce. They may not be able to meet the expectations of the customer as they carry out unreliable and very slow backup processes in Salesforce. Before investing in an application for your backup jobs in Salesforce, make sure it’s a cut above the rest that got very reliable and faster data recovery capabilities, retrieving your backup data from the backup location to Salesforce’s primary data storage space immediately after an event of data loss. So that your business will never have to suffer from data downtime too. 

• An Application That is From a Trusted Vendor 

You can’t take a chance here. You have to figure out the most trusted backup application provider to let them take care of your backup requirements. Make sure you don’t fall into the trap of hyperbole, and partner with an application that secured the trust of many Salesforce users. Partner with an application that does what they’re supposed to do — data backup in Salesforce. 

Meet DataArchiva: The Most Recommended Data Backup Application for Salesforce

Your search for a Salesforce backup application with all the above-mentioned factors will end here. Trusted by many, DataArchiva creates the backup of your Salesforce data and metadata in S3, SharePoint, and Server by leveraging your third-party clouds (AWS, Azure, Heroku, and GCP) or On-premises platform. 

Unlike others, DataArchiva asks you to ‘BRING YOUR CLOUD TO OWN YOUR BACKUP DATA,’ providing you the ability to be the ultimate owner of your backup data in your preferred storage location, which is outside of the production org. Because DataArchiva believes that ‘IF IT’S YOUR DATA, YOU’RE THE OWNER.’

Also, Read: How to Backup Your Salesforce Data Using DataArchiva’s Backup Application?

Are you curious to learn more about DataArchiva and how it meets all the essential parameters of a No.1 data backup application for Salesforce? Learn more here or schedule a demo with one of DataArchiva’s product experts.

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DataArchiva is an enterprise data management application built for Salesforce that offers complete data management solutions including archive, backup, and seeding.