{"id":1670,"date":"2022-11-09T15:06:13","date_gmt":"2022-11-09T14:06:13","guid":{"rendered":"https:\/\/frenchtouchdreamin.com\/?p=1670"},"modified":"2023-11-04T17:17:29","modified_gmt":"2023-11-04T16:17:29","slug":"the-top-considerations-for-choosing-the-right-salesforce-backup-restore-solution","status":"publish","type":"post","link":"http:\/\/frenchtouchdreamin.com\/index.php\/2022\/11\/09\/the-top-considerations-for-choosing-the-right-salesforce-backup-restore-solution\/","title":{"rendered":"The Top Considerations for Choosing the Right Salesforce Backup &#038; Restore Solution"},"content":{"rendered":"<p><i><span style=\"font-weight: 400;\">Odaseva is the leading Enterprise Data Protection Platform for Salesforce. Designed by Salesforce data experts to handle large data volumes and complex data models, Odaseva offers Salesforce architects and platform owners the most powerful and secure tools available to solve the problems at the foundation of the Salesforce data value chain: backup &amp; restore, data archiving, data privacy and data automation.\u00a0<\/span><\/i><\/p>\n<p>&nbsp;<\/p>\n<h2><b>Consideration 1: Why a Salesforce backup and restore solution is necessary<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">A backup and restore solution for your Salesforce data is crucial. Your organization\u2019s mission-critical data must be protected against loss or corruption to preserve business continuity and avoid data-related disasters.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Consider what Salesforce data is important to your organization \u2013 how would losing that data impact your employees, your customers, your reputation?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, your Salesforce data likely helps you achieve a unified view of your customers and how they interact with your organization. The loss of that information would severely limit your ability to meaningfully interact with your customers.<\/span><\/p>\n<p><img loading=\"lazy\" class=\"wp-image-1671 aligncenter\" src=\"http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost1-300x159.png\" alt=\"\" width=\"611\" height=\"324\" srcset=\"http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost1-300x159.png 300w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost1-212x112.png 212w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost1-400x212.png 400w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost1-355x188.png 355w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost1-306x162.png 306w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost1.png 602w\" sizes=\"(max-width: 611px) 100vw, 611px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">And if you didn\u2019t know that your organization is responsible for the data stored within Salesforce, you\u2019re not alone. A recent ESG research report found that 35% of organizations believe that Salesforce is responsible for data backups. They\u2019re wrong. Salesforce is only responsible for securing their cloud, and you are responsible for your data stored within Salesforce.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Part of this confusion comes from the fact that many organizations are confusing the availability of the SaaS service itself, with the recoverability of the data that it holds. This confusion can have serious business consequences if a data loss or corruption event compromises critical Salesforce data.<\/span><\/p>\n<p><img loading=\"lazy\" class=\"wp-image-1672 aligncenter\" src=\"http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost2-300x89.png\" alt=\"\" width=\"877\" height=\"260\" srcset=\"http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost2-300x89.png 300w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost2-212x63.png 212w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost2-400x119.png 400w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost2-355x106.png 355w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost2-306x91.png 306w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost2.png 602w\" sizes=\"(max-width: 877px) 100vw, 877px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">So how vulnerable is your Salesforce data? It depends on the organization, but there are three main sources of vulnerabilities to consider:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Internal<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">External<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Provider<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" class=\" wp-image-1673 aligncenter\" src=\"http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost3-300x106.png\" alt=\"\" width=\"707\" height=\"250\" srcset=\"http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost3-300x106.png 300w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost3-212x75.png 212w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost3-400x141.png 400w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost3-355x125.png 355w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost3-306x108.png 306w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost3.png 602w\" sizes=\"(max-width: 707px) 100vw, 707px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Now you know why having a Salesforce backup and restore solution is important.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So what are your options for finding one?<\/span><\/p>\n<h2><b>Consideration 2: Backup and restore solution options\u00a0<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Organizations have three Salesforce backup and restore options:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Free solutions <\/b><span style=\"font-weight: 400;\">which are ideal for smaller Salesforce Orgs with out-of-the-box features and minimal development<\/span><i><span style=\"font-weight: 400;\"> (Tip: consider how much time it will take to implement a free backup and restore solution<\/span><\/i><span style=\"font-weight: 400;\">).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Building your own solution<\/b><span style=\"font-weight: 400;\"> offers flexibility and control on what to build and what technologies to build it with<\/span><i><span style=\"font-weight: 400;\"> (Tip: consider how long and costly it would be to build a custom solution that meets both the business &amp; technical requirements).<\/span><\/i><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Buying a solution allows your team to focus on delivering value to customers and employees, and helps build trust<\/span><i><span style=\"font-weight: 400;\"> (Tip: consider how complex the procurement timelines will be).<\/span><\/i><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The right option depends on your organization\u2019s needs \u2013 the only \u201cwrong\u201d solution is implementing a Salesforce Backup and Restore solution when you first experience a data loss.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When selecting a provider for any of the above options, you should consider:<\/span><\/p>\n<ul>\n<li aria-level=\"1\"><b>Salesforce data backup considerations:<\/b><\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Ability to breaking chunk backup jobs with large volumes<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Configure API for operation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Query Parent-child, Lookup relationships<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Create Scheduled Jobs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Governor\/API limit management<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Salesforce data restore considerations:<\/b><\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Backup is one thing but what about restoring data?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Correct insert\/update per object<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Mapping of deleted\/restored IDs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Picklist fields<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">System Audit Fields\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Business Process Automation<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Salesforce managed packages considerations:<\/b><\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">How does your backup and restore solution support Salesforce Managed Packages?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Access to objects, fields, and record types<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Modeling to backup and restore object relationships at multiple levels<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Workarounds for package automation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Awareness of limits around protected metadata<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Now that you know what to consider when choosing the right Salesforce backup and restore provider for your organization, let\u2019s talk about solutions for enterprises.<\/span><\/p>\n<h2><b>Consideration 3: The requirements that dictate the need for an enterprise backup and restore solution\u00a0<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Salesforce data is different at enterprise scale. Data volumes are large, data models are more sophisticated, and integrations, regulations, and business processes are much more intricate. All this complexity dramatically increases the risks to your data. An enterprise-grade solution is needed to protect against these risks.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There are the specific requirements when choosing an enterprise solution for Salesforce backup and restore:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Completeness<\/b><span style=\"font-weight: 400;\">: Does the solution cover all data types (Data, Metadata, Files, Deleted IDs, Recycle Bin)? Does it use all available APIs (REST, BULK, BULK V2, SOAP)? Are all levels of relationships mapped ready to restore? And you must be aware of Salesforce API limitations, too.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Speed<\/b><span style=\"font-weight: 400;\">: Does the solution offer API Optimization to select the fastest API to extract data? Parallel API calls to multiplex data out of Salesforce? Does it use a mixture of Full, Incremental and Ad Hoc backups?<\/span><span style=\"font-weight: 400;\"><img loading=\"lazy\" class=\" wp-image-1674 aligncenter\" src=\"http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost5-300x230.png\" alt=\"\" width=\"556\" height=\"426\" srcset=\"http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost5-300x230.png 300w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost5-212x162.png 212w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost5-320x245.png 320w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost5-308x236.png 308w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost5-246x188.png 246w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost5-559x428.png 559w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost5-508x389.png 508w, http:\/\/frenchtouchdreamin.com\/wp-content\/uploads\/2022\/11\/Odaseva_BlogPost5.png 602w\" sizes=\"(max-width: 556px) 100vw, 556px\" \/><\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Care<\/b><span style=\"font-weight: 400;\">: Salesforce puts limits on API consum<\/span><span style=\"font-weight: 400;\">ption as a way of keeping any individual customer from consuming a disproportionate amount of infrastructure resources. That means your actual API limits will vary based on your license agreement with Salesforce. Since restoring large amounts of Salesforce data can result in significant API consumption, you must consider that it\u2019s possible to inadvertently cause new problems if limits are reached and other external processes are blocked from running.\u00a0<\/span><\/li>\n<li><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Compliance<\/b><span style=\"font-weight: 400;\">: There are a number of compliance requirements to consider as there are a myriad of different data privacy and data residency laws around the world that can have serious consequences if they\u2019re not met. The location of the backups, encryption methods, audit trail logging, and access security all must be considered when selecting a solution that is compliant with local and regional data laws.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Practical considerations<\/b><span style=\"font-weight: 400;\">: Does the solution include a Managed Backup Services team you can rely on to monitor backups and optimize their performance? Is training or self-service support available and if so what is the \u201cramp up\u201d time to learn to use the new system? Does the solution adapt to Salesforce changes like API deprecation, API improvements, and new standard and custom objects? Is the solution intuitive enough for your Salesforce administrators ? Is it easy to restore, or download, specific data, files or metadata? Can the solution accommodate multiple modes of consumption?<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Factoring these considerations into your decision-making framework when choosing a Salesforce backup and restore solution will help you identify the right solution for your enterprise\u2019s needs.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Odaseva is here to help. As the leading Enterprise Data Protection Platform for Salesforce, our platform is designed for large data volumes and complex data models. We offer Salesforce architects and platform owners the most powerful tools available to solve Salesforce data management challenges. It\u2019s why Fortune Global 500 companies trust Odaseva to keep their data protected, compliant, and agile.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For more information, access our free whitepapers <\/span><a href=\"https:\/\/www.odaseva.com\/white-papers\/\"><span style=\"font-weight: 400;\">here<\/span><\/a><span style=\"font-weight: 400;\"> or schedule a personalized demo today <\/span><a href=\"https:\/\/www.odaseva.com\/demo\/\"><span style=\"font-weight: 400;\">here<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Odaseva is the leading Enterprise Data Protection Platform for Salesforce. Designed by Salesforce data experts to handle large data volumes and complex data models, Odaseva offers Salesforce architects and platform owners the most powerful and secure tools available to solve the problems at the foundation of the Salesforce data value chain: backup &amp; restore, data [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":1981,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[40,1],"tags":[],"_links":{"self":[{"href":"http:\/\/frenchtouchdreamin.com\/index.php\/wp-json\/wp\/v2\/posts\/1670"}],"collection":[{"href":"http:\/\/frenchtouchdreamin.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/frenchtouchdreamin.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/frenchtouchdreamin.com\/index.php\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"http:\/\/frenchtouchdreamin.com\/index.php\/wp-json\/wp\/v2\/comments?post=1670"}],"version-history":[{"count":6,"href":"http:\/\/frenchtouchdreamin.com\/index.php\/wp-json\/wp\/v2\/posts\/1670\/revisions"}],"predecessor-version":[{"id":1680,"href":"http:\/\/frenchtouchdreamin.com\/index.php\/wp-json\/wp\/v2\/posts\/1670\/revisions\/1680"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/frenchtouchdreamin.com\/index.php\/wp-json\/wp\/v2\/media\/1981"}],"wp:attachment":[{"href":"http:\/\/frenchtouchdreamin.com\/index.php\/wp-json\/wp\/v2\/media?parent=1670"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/frenchtouchdreamin.com\/index.php\/wp-json\/wp\/v2\/categories?post=1670"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/frenchtouchdreamin.com\/index.php\/wp-json\/wp\/v2\/tags?post=1670"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}