Your Salesforce backups are more than just a safety net—they're a goldmine of insights waiting to be uncovered. As part of their AppAssessor series, Salesforce Ben recently highlighted how Own Discover transforms these backups into a strategic asset, empowering businesses to identify trends, analyze customer behavior, and make data-driven decisions. Here's a summary of their review.
Key Features of Own Discover
In the article, Salesforce Ben’s Andrea Doroftei highlighted four features that distinguish Discover:
1. Built-In Data Warehouse
Discover acts as a centralized data warehouse, storing all fields and objects from your backups in an easily accessible, time-series format. This allows businesses to analyze data trends over time and answer critical questions like, “How has our pipeline forecast accuracy evolved?” or “Are we missing any trends in customer behavior?”
Instead of building a resource-intensive in-house solution, Discover offers a ready-to-use platform for tracking changes and identifying patterns.
2. Point-and-Click Experience
Discover simplifies data access, making it easy for Salesforce admins to create and manage data services. No coding is required. Admins can define the scope of data services, modify them as needed, and instantly share endpoints for analysis in other platforms.
3. Scheduler Functionality
Keeping data services up-to-date is effortless with Discover’s built-in scheduler. Admins can automate backup augmentation daily, weekly, or monthly, ensuring the latest snapshots are included for current insights.
4. Seamless Integration
Discover’s SQL and REST API (OData) endpoints integrate with popular BI tools like Tableau and Power BI. This allows teams to combine current Salesforce CRM data with historical data for comprehensive dashboards and reports.
Use Cases
With Discover's wide range of possibilities, it can be helpful to see a concrete example. The Salesforce Ben review highlighted a few common use cases, including integration with Data Cloud as well as supporting Agentforce implementations.
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Data Cloud: “By integrating Discover with Data Cloud, users gain access to actionable insights in a single location, providing valuable context to improve customer experiences. For example, a static engagement rate of 71% is interesting, but lacks context. To understand if it's good or bad, you need perspective – something Discover provides by transforming daily backup snapshots into time-series data, enabling you to visualize the evolution of the engagement rate.”
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Agentforce: “With Discover, you can eliminate the time spent extracting and preparing data in the necessary time-series format, as this is done automatically for you. This frees you up to dream up new use cases for any Agentforce initiatives. Grounded in your time-series data, Agentforce now has the context needed to drive even better customer actions and outcomes.”
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How Discover Stacks Up
Here’s what Andrea had to say about other aspects of Discover:
Setup:
“Getting started with Discover is quick and straightforward, especially if you already have backups. If you're implementing both Own Recover and Discover simultaneously, you can choose when to start analyzing the backups. Typically, this is done once you’ve accumulated enough historical data to make analysis meaningful.”
Support:
“A comprehensive user guide is available to walk you through Discover's options and settings. For specific questions, you can always create a support ticket.”
Pricing:
“Own maintains transparent pricing, available on their website. Discover starts at $8.50 per Salesforce license per month when billed annually. Optional add-ons are available, such as the customer success premier plan and a dedicated technical account manager, for an additional cost.”
Turn Your Backups into a Strategic Advantage
By providing easy access to historical data in a time-series format, Discover empowers teams across the organization to make smarter, faster decisions. Whether for forecasting, customer engagement, or operational insights, Discover transforms data protection into a strategic advantage.
Take a look at Salesforce Ben’s full review and request a demo to learn how you can unlock actionable insights from your Salesforce backups today.
