Best salesforce backup solution8/10/2023 While the latter rely in some form of copying files to backup storage, in Salesforce there is no direct access to database and the filesystem - everything has to be accessed via the API.Ī backup solution for Salesforce is really an advanced data import/export tool rather than a file-based backup/restore.ĪPI based access does not distinguish between backup or other applications, which means that triggers and workflows will still be executed.įor an effective restore they need to be disabled along with email sending and batch jobs. The inner workings of Salesforce backups are significantly different from those of a filesystem or a database. This is definitely the best solution, especially for organizations that use Salesforce for more than just a CRM.įor example, we recommend a backup solution for customers using Nextian products - when customer orders or subscription services are deleted (along with their entire history), it is difficult to re-create them from recycle bin or Data Loader export files. Not all products allow bi-directional synchronization, so restore may require extra steps like export, preparing data files, creating Data Loader scripts, etc. These solutions do not back-up metadata (except for customized object fields) so it has to be backed up separately, e.g., by a development team. This is a good option when a RDBMS system is already in place (along with backup). While the underlying Salesforce database is not directly accessible, there are multiple tools (Heroku, cData, Skyvia and others) that enable mirroring of Salesforce object data as a relational database such as Microsoft SQL Server, PostgreSQL, etc. Typically, it is used by organizations doing a lot of Salesforce development or testing large data migrations, however it can be used as a backup tool as well.įor organizations that have Salesforce development teams, metadata is usually retrieved for development using tools like IntelliJ with Illuminated Cloud or MavensMate and can effectively be versioned and backed up on source code management systems like Git. It costs extra and can be only refreshed every six weeks.
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