What data protection features Salesforce provides its customers, and whether they are enough to meet customers’ needs?
Salesforce ensures its service and data availability by maintaining multiple copies of customer data at different geolocations. However, they do acknowledge some gaps in their data protection strategy and strongly recommend that their customers take backups of their Salesforce data, and not rely on Salesforce to recover the data.
The Salesforce article “Data Backup & Recovery Best Practices” states, “Salesforce maintains a copy of customer data for disaster recovery purposes, but it is important for customers to develop a data backup and recovery strategy as part of their overall data management and security model. The Salesforce Data Recovery service is an expensive and time-consuming process and should only be used as a last resort, when no other copy of the data is available”
The above statement necessitates adoption for a service like “NetApp SaaS backup for Salesforce”. A few other reasons that build the case for having your own backup solution are:
- Data Recovery cost: According to Salesforce, “The price for this service is a flat rate of $10,000,” and “The process must be performed manually and usually takes a minimum of 6-8 weeks to complete.”
- Backup RPO: Backup RPO is 24 hours, because Salesforce takes full back up once a week and incremental backups once a day. Again, remember that Salesforce can only recover production data going back 90 days.
- No metadata restore. Only data is restored; there is no metadata restore option.
- Backup data retention and legal compliance: Every delete in Salesforce is a soft delete, moving data to the recycle bin where it can reside for as long as 15 days only.
- Lack of self-service for data recovery- There is no self-service option. Customer has to call the Salesforce.com customer support team to recover their data, making the whole process cumbersome and time-consuming.
- No flexibility on storage targets- There is no option for on-premises backup, which could be essential for regulatory compliance reasons.
Interesting to note is that Salesforce does provide a few native data backup options, like
- Data Export Service– Manual or scheduled exports of your data via the UI. Export Backup Data from Salesforce.
- Data Loader– Manual on-demand exports of your data via the API. Export Data.
- Report Export– Manual on-demand exports of your data via reports. Export a Report.
Native Metadata Backup Options
- Change Sets. For more information, see Change Sets Overview.
- Sandbox Refresh. For more information, see Creating or Refreshing a Sandbox.
- com Migration Tool. For more information, see Force.com Migration Tool.
However, if one were to use the above Salesforce tools, it would require manual intervention, effort, significant infrastructure investment, and – in many cases — special skillsets. Quite evidently, this would make the RTO higher and the recovery process very cumbersome.
All this underscores the definite need for a third-party solution like NetApp SaaS Backup which makes taking backups an easy and reliable procedure. Explore NetApp SaaS Backup for Salesforce with a 30-day Free trial.
You may ask – what would a good potential solution looks like, and what should be the basis for choosing a third-party solution?
Read our next blog to find that out! “How to Choose the Salesforce Backup solution that is reliable?”