Salesforce Data Backup, Recovery, & Restore

All organizations using Salesforce should have a backup and recovery solution in order to protect the businesses’ valuable data. Both Salesforce and many third parties offer Salesforce disaster recovery solutions, but only CapStorm gives you full control over your Salesforce data backup and security, all while offering unlimited Salesforce data retention.

CapStorm’s Salesforce backup and data recovery solutions are by far the most comprehensive way to protect your invaluable Salesforce data. 

Our proven Salesforce data & metadata backup solution makes it easy to attain peace of mind, knowing that your important business data is protected. Listed on the Salesforce AppExchange for over 10 years with customers in over 48 countries around the world, we will put our experience to work for you.

With our Salesforce backup, data recovery, and restore solution, you can:

Salesforce Backup & Recovery Process: A Comprehensive Approach

Many basic backup and recovery services focus primarily on data dumps. This strategy involves simply transferring a large amount of data from the Production Salesforce Organization to another system, typically in CSV or other unstructured format . However, there is much more to creating a viable Salesforce backup than just shifting or copying data once a day.

CapStorm’s Salesforce backup, recovery, and restore solution ensures that your data is completely and efficiently backed up to your own database. This gives you full control over your own data, instead of handing your data to a 3rd party.

In addition, our Salesforce data backup and recovery technology include multiple methods to validate the integrity of the backup, ensuring that the backup is complete and data can be restored at all times.

Salesforce Data Backup Types: Full versus Incremental

Capstorm’s Salesforce backup software solutions can create two different types of backup.

Full Salesforce Data Backups

As the name suggests, a “full backup” backs up your important Salesforce data at a given point in time. These backups take longer than the second, incremental, option because the backup process must duplicate and transfer all Salesforce data. Full backups can be performed on-demand or scheduled.

Incremental Salesforce Data Backups

The second option is an incremental Salesforce data backup — Capstorm’s default Salesforce data backup approach. Though CapStorm can perform a full data backup at any time. An incremental data backup only picks up new or modified data.

Once you have conducted a complete data backup, transitioning to incremental data backups will save time while simultaneously ensuring that you have access to the most up-to-date data in the case of a catastrophic event. As a result, your Salesforce data backup will be fast, letting you roll back data changes to minutes after the data corruption occurred.

Data Backup Formats: Flat versus Database

A major shortcoming of many Salesforce data backup options is that data is converted into flat files.

You can use these files to replace lost or corrupted information if only a small selection of data is damaged, but they are not very useful beyond this narrow data replacement.

Conversely, the CapStorm solution will backup Salesforce data to your own database. This approach means that you can use your data for anything you want, including performing validation, running reports, or integrating your data into the enterprise data fabric. The database will update automatically when you make changes to Salesforce, like adding a new custom object or changing the definition of a field.

Backup Modes: Manual versus Automated

CapStorm’s Salesforce data backup solution gives you total control of when and how you protect your data.

You can schedule automated backups or kick off manual/on-demand backups anytime.

There is no limit to the number of times you can back up Salesforce data and metadata per day.

Salesforce Recovery Testing

Recovery testing is an essential component of any Salesforce disaster recovery plan. If you are not testing your Salesforce data restoration process, how can you ensure that the disaster recovery plan works as designed?

CapStorm enables extensive Salesforce recovery testing and validation of your Salesforce data backup. Recovery validation can be performed multiple times a day without touching your Salesforce production environment by using Salesforce sandboxes. Sandbox testing is always recommended because it gives you a way to thoroughly test the Salesforce backup and recovery process without incurring any risks.

Salesforce Data Backup Validation

Salesforce data backup validation is not just about ensuring that the backed-up data is restorable. Validation processes also allow you to verify if the correct data was backed up.

Many companies that offer Salesforce data backup and recovery solutions perform a backup every 24 hours. But what happens if you experience a data disaster in the 12th hour?

As you might imagine, the results could be catastrophic. Imagine the volume of data changes that would likely occur over the 12-hour period until the next backup or until the corruption is discovered.

Salesforce is a live system that is always changing, and a good backup solution must be able to stay in step with this ever changing environment.

To address this significant concern, CapStorm performs incremental Salesforce data backups up to every 3 minutes. This strategy means that you can restore to a given point-in-time, not from a backup that could be almost a day old.

Salesforce Data Backup & Recovery: A Comprehensive Solution

CapStorm’s Salesforce backup, recovery, and restore solution is designed by engineers to provide the most comprehensive solution on the market to ensure the continuity of your business. When using our software, you can easily backup Salesforce data and Salesforce metadata including:

Salesforce Data Backup and Recovery You Can Trust

Thinking about Salesforce backup and recovery? For additional information on Salesforce data and metadata that CapStorm supports, contact us today.

Or find answers to FAQs and questions you should be asking every potential Salesforce backup and recovery partner below.

CapStorm enables backup of Salesforce data and metadata up to every 3 minutes as a part of incremental Salesforce data extracts. The backup will replicate Salesforce standard and custom objects, packages, knowledge, files, chatter, and more.

You will also get Salesforce metadata, with automatic versioning, so that you can rollback to a prior version of Salesforce metadata in clicks.

CapStorm replicates Salesforce data, metadata, and structure to your own relational database. This database can be located in your own data center, in your cloud, or in both locations for a hybrid approach.

Data restore can be done in clicks! You start by selecting the restoration date and time, for example, you may want to restore a record the way it looked yesterday at 9am.

Next, you click to pick specific relationships or select all to restore all levels of data hierarchy. Finally, click start to restore the data to Salesforce. Of course, you can always see a preview before performing a Salesforce data restore!

CapStorm’s solutions perform incremental Salesforce backups by default. This means that every backup will pick up added or modified data, for a high frequency runtime that lets you backup Salesforce many times per day. You can always run a full backup or create a new database to save an extra copy of your data!

Absolutely! Many CapStorm customers also use Salesforce Shield. For an added layer of security, CapStorms’ Govern technology lets you encrypt specific fields in your backups and assign compliance categories in order to keep in step with changing regulations.

The entire backup can be encrypted, or implement CapStorm’s Govern solution to selectively encrypt sensitive data. This turns your Salesforce backup into a valuable reporting database while ensuring that Salesforce data stays protected at all times.

Yes, Salesforce data is replicated into your own relational database, and unnecessary data can then safely be removed from Salesforce. You always have the ability to restore data back to Salesforce if needed! Also, archived data can be used with Tableau, PowerBI, or any out-of-the box analytics application for a user-friendly data view.

Regardless if you need to keep data for 7 years, 10 years, or more, CapStorm’s Salesforce backup and restore applications offer unlimited data retention with the ability to restore deleted data at any time.

Unlike many SaaS solutions, you own your own data when working with CapStorm. This means that the backup is fully verifiable at any time. You can perform record count comparisons, validate that your Salesforce permissions match your backup requirements, or even integrate your Salesforce data into your daily operational reporting. With CapStorm, there are no limits on how you can use your own Salesforce data.

You have total control over what data is extracted from Salesforce and the frequency of the extract. Many organizations need to have key data backed up frequently, up to every 3 minutes, where other data, like attachments, only require backup a few times a day. With CapStorm, you set the rules to match your business’ needs!

Yes, you can easily disable Salesforce triggers, validation rules, process builder, Salesforce flow, required fields and more. This is a simple point-and-click operation to streamline your data restores.

CapStorm customers seed Salesforce sandboxes of all sizes, from Dev and DevPro to Partial Copy and Full Copy sandboxes. Data can be masked as well, to avoid putting sensitive information like email addresses or credit card numbers into your sandboxes.

Whether you have a problem that needs to be resolved, are planning a major project, or just want an outside perspective on Salesforce data management, we can help.

To schedule a demo and see our products in action, contact us today.
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