Let's take the Backup of Data and plan for Next Year

Nothing could be more critical for a company than its data, which makes it crucial to keep it secure at all times. With New Year around the corner, you might have new plans for your business. But before you make any big moves, start backing up your data correctly.

We all know that the world of Salesforce CRM changes fast. Thousands of new records are being added or altered by Salesforce users. This makes it imperative to maintain your backup, so you don’t lose any essential information.

Although preventing the loss of vital data is a good enough reason, there are other reasons to find a Salesforce backup solution. There are even chances of losing data due to any of the following reasons:

Mass Data Import: Tools like Data Loader allow admins to modify records within a few seconds. If users end up making any mistake, they can wipe off records and field values of the CRM.

Rogue Automation: There are chances that a user deploys a buggy Process Builder or Apex Trigger. It ends up in overwriting data could end up in data corruption or data loss.

User Error: There is also another possibility of making general mistakes by any user that could lead to data loss.

Let’s move ahead and understand the different ways a user can safely back up the data for better planning and decision-making.

Backup Data Using Data Export

One of the most common ways of backing up Salesforce data is by using Salesforce Data Export. It is a function by Salesforce that enables users to export data for the org to create a backup safely.

Data Export allows you to export data manually or automatically by scheduling an export. Depending on your Salesforce edition, you can back up your files monthly or weekly.

The monthly export using Data Export is available and free for all Salesforce editions, but it’s not available for Database.com. On the other hand, the feature of weekly export is available only for Performance, Enterprise, and Unlimited Salesforce Editions.

The Data Export Service allows you to export your organization’s data into a set of 150MB CSV files. These files are included in .zip files of around 512MB. Multiple .zip files are created by data export.

You can use Data Export for three main reasons:

To back up your data

To import data to another system

To conduct accurate reporting

Backup Data Using S-Drive

Another way to back up your data is by using the S-Drive application.

It works by successfully combining the capabilities of Salesforce with the secure file storage features of Amazon. It allows users unlimited space for files, which your team can upload, share, or download.

With S-Drive, you can have a user-friendly experience while ensuring that your sensitive files on Salesforce are secure and easily accessible when required.

You can start by installing the S-Drive app and connecting your Salesforce org, for which you can back up data. Also, you’ll be able to track usage metrics and billing details so you can always have an idea about the cost.

After successfully installing the managed package within Salesforce, you’ll also be able to access the S-Drive Lightning App.

You can manage or access any functionalities from here. You can also include Lightning Web Components on the record pages if you seek easier access.

Whichever way of backing up Salesforce data you choose, you need an expert hand, as you cannot afford to lose any information due to any error. Having Salesforce consulting services will always help you successfully create your data backup.