7 Tips for Planning Salesforce Data Backup and Restore (Recovery)

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7 Tips for Planning Salesforce Data Backup and Restore

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Here are 7 things you can do to optimize your Salesforce data backup and restore: ▪ Establish a Recovery Point Objective ▪ Define a Recovery Time Objective ▪ Select a Type of Backup ▪ Configure Your Settings ▪ Consider Archiving Certain Data Sets ▪ Keep Regulations in Mind ▪ Institute a Reliable Restore Functionality 6/9/2022

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1. Establish a Recovery Point Objective ▪ The main goal of a Salesforce data backup and restore strategy is to get your system back online after a data loss event. However, that goal doesn’t look the same for everybody. Setting a Recovery Point Objective (RPO) helps identify your specific needs and goals from this effort.

2. Define a Recovery Time Objective ▪ Another consideration when planning how to configure your data backup settings relates to how important it is for your company to be able to quickly return to operations.

6/9/2022

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3. Select a Type of Backup ▪ The needs of every company are not going to be the same when it comes to Salesforce data backup and recovery strategies. And just how your needs aren’t all the same, the options for how you backup your data will vary.

4. Configure Your Settings • Specifications can be made within your data backup and restore tools to further customize your coverage and storage needs. This can be performed within Salesforce itself or within your tool, depending on the provider you choose.

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5. Consider Archiving Certain Data Sets ▪ Archiving is another method of storing data that can reduce the amount of information stored within your backups.

▪ Data archiving is the process of identifying data that is no longer used, moving it out of the production system, and storing it in long-term storage.

6. Keep Regulations in Mind ▪ There are a variety of regulations that stipulate how certain industries must handle, store, and protect sensitive information.

Healthcare and financial companies are among the most regulated.

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7. Institute a Reliable Restore Functionality ▪ There are many options for Salesforce backup functionality.

Salesforce itself offers a backup option, however it doesn’t provide the necessary functionality to restore this data after a data loss event occurs. You need to make sure you have this capability because backed up data that can’t be moved back into your live environment doesn’t provide the benefits you need.

6/9/2022

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7 Tips for Planning Salesforce Data Backup and Restore www.autorabit.com

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