Backup & Recovery for Salesforce

Protect your Salesforce data with automated backups, proactive notifications of loss or corruption, and intuitive restoration.

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Simplify regulatory compliance

Secure, automated backups

Configure Salesforce backups for any number of production orgs or Sandboxes, regardless of their size or complexity. Capture complete copies of data and metadata including standard and custom objects, chatter feeds, knowledge articles, person accounts, attachments, files, and more.

Instantly back up an entire org or specific objects in your Salesforce environment. Capture data immediately before and after projects like deployments or mass record updates, then compare changes to identify accidental deletions or corruptions that may have occurred. Automated daily backups means reducing the risk of data loss or corruption from human error when performing manual backups of critical data.

continuous data

Continuous Data Protection goes beyond interval-based backups, capturing every data change to protect mission-critical, rapidly-changing data. Generate on-demand backups at specific points in time in the past, immediately before and after incidents, to avoid the potential for unrecoverable data.

Drill into the details of any org’s backup activities. Access your latest backup, adjust API usage, monitor backup history, and manage alerts and notifications.

Proactive data monitoring

smart alerts

Configure thresholds to identify statistical outliers from normal business activities. Customize alerts to uncover significant changes to specific objects and the number of records added, removed, or modified.

Be the first to know about data incidents. Monitor data in production orgs and sandboxes and receive alerts when anomalies are detected in backups, then take immediate action.

Isolate data changes

object compare

Compare two backups to identify changes to records and fields. Select any two snapshots from your history to locate data that was added, deleted, or changed between the backups. Download and review the affected data to restore it to its former state in minutes.

Isolate precise metadata changes between two backups. Choose any two snapshots of the same service or different orgs to generate a side-by-side, before-and-after comparison.

Visualize abnormal data behavior and when it occurred. Graphs illustrate how your data and metadata changed over any period in your backup history. Diagnose problems in seconds by identifying the precise number of additions, deletions, and changes that took place during select time periods.

Rapid, stress-free recovery

backup date

Understand the scope of changes, identify what data was impacted, and pinpoint precisely when issues occurred. Drill down into specific objects to isolate unwanted modifications, deletions, and additions from intentional updates performed as part of normal business activity.

Recover the exact data you need from any backup in your history without affecting valid data added since the backup occurred. Data relationships remain intact regardless of how many levels deep they go. In no time, your org will look like the problem never happened. We make the restore process easy even if you're recovering sensitive data with intricate relationships.

Quickly locate any piece of data in your backups to recover deleted or corrupted data and simplify compliance, audit, and legal requests. Streamline Data Subject Requests such as Right To Be Forgotten to ensure backups are compliant with GDPR, CCPA, HIPAA, SEC17a-4, nFADP, 23 NYCRR 500, and others.

Unified data management

configure

Customize backup timing, frequency, and details for all services across your enterprise. By default, we include 99 years of retention but offer you the flexibility to tailor daily, weekly, monthly and yearly backup retention by org. You can also manage API consumption by backup, and exclude data you don’t need to preserve.

Maintain compliance with internal data retention policies, industry regulations, and government mandates. Plus, streamline Data Subject Requests such as Right To Be Forgotten with granular anonymization to ensure Salesforce backups are compliant with GDPR, CCPA, HIPAA, SEC 17a-4, nFADP and others.

Export backup data with ease. Export backup data with or without attachments to a CSV file, SQL file, or a MySQL Endpoint. Options include the ability to export manually or automate export via APIs.

Access your backups for any number of production orgs or sandboxes from a single convenient console. Control permissions to manage and monitor backups for business units across the enterprise, and instantly add backup protection to additional services with just a few clicks.

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SALESFORCE BACKUP & RECOVER FREQUENTLY ASKED QUESTIONS

Get the answers to some of our most frequently asked questions. Want to learn more? Our team is here to help.

Why do I need a backup and recovery solution? Isn’t my data automatically backed up?

Backing up Salesforce data is crucial for protecting against data loss due to accidental deletion, corruption, system failures, or malicious intent. Having a backup solution means your business is prepared in the event of a data disaster.

How often should I back up my data?

The frequency of your data backup should align with the organization's data change rate and business requirements. Regular backups, such as daily or weekly, are common practices.

What data should be included in the backup?

All critical data, including records, attachments, documents, and metadata, should be included in the backup to ensure comprehensive data protection.

How long does it take to recover data from a backup?

Data recovery speed depends on factors such as the size of the data, the backup solution used, and the complexity of the recovery process. Efficient backup and recovery solutions, like Salesforce Backup & Recover, can significantly reduce the recovery time.

What happens if my org suffers a data loss and no backup is available?

Without a backup, data loss can result in irreversible damage. That’s why it’s crucial to have a robust backup strategy in place to mitigate the risk of data loss and ensure business continuity.

Are there compliance requirements that a backup and recovery solution should meet?

Depending on the industry and location, the backup and recovery solution may need to comply with data protection and data security regulations, such as GDPR, HIPAA, or other industry-specific compliance standards.

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