9 Reasons to Backup Salesforce Data

Prodatix September 23, 2022 0 Comments

Do you know if your Salesforce data and metadata are currently being backed up? Do you know the difference between Salesforce data and metadata? If you were asked to name the person that owns Salesforce within your organization, what would your answer be? Not knowing the answers to these questions is what tends to get organizations into trouble when their Salesforce data and metadata are compromised and not backed up.

Salesforce’s primary focus is to manage the infrastructure and maintain uptime for its users, but as a user, you are responsible for backing up your own data. As a Veeam Gold ProPartner, Prodatix is going to explain nine reasons why your company should be 


1. Human Error: Administration


Even with deep Salesforce expertise, it’s all too easy—and tempting—to upload or change data on-the-fly while in production. However, if a mistake is made, it can quickly propagate all throughout the application and ruin its relational integrity. When administrators use tools like Data Loader to change records, mass amounts of data can be overwritten in seconds. Data Loader can input, update and completely delete up to five million records at one time.


2. Human Error: User


Even users with regular permissions can cause major data loss incidents, and not everything can be restored from the recycle bin.


3. Human Error: Developer


While working within complex configurations, workflows, or formulas in Apex, the slightest mistake can wreak havoc across Salesforce objects. For large installations, configuration changes happen daily, and pressure from the business to make changes quickly might lead to skipping standard release protocols.


4. Human Error: Overprivilaged User


It’s very common for someone in marketing, sales, or finance to have administrator access when they really shouldn’t. Not verifying user access and checking permissions can be detrimental to an organization’s interface. For example, if a user accidentally has access to objects and are creating random records, unraveling the resulting mess could take days or weeks. System administrator privileges are often given to a group of people from different departments within an organization after implementation, and they’re never taken back.


Related post: Understanding the 3 Most Common Causes of Data Loss in 2022


5. Human Error: Salesforce


Outages and data loss are a risk to any system, even for

a world-class CRM system like Salesforce. But don’t forget that Salesforce outages are not the only outages that can put your data at risk. Power outages that cause improper shutdown can put you at risk of losing data that is unsaved, and even natural disasters like tornadoes and hurricanes can destroy your computers, your data, and eventually your business.


6. Integration Error


Salesforce has hundreds of plug-ins and integration options that alter or move data, many of which are consistently rolling out updates. As a result, data loss or corruption to data or metadata is common. It’s often the smallest data corruptions that are the hardest to identify. Depending on the application that’s being installed, items like custom objects and fields can be added or modified and then cause problems with overwriting data, duplicating data or having the same field in different places.

7. Data Corruption: Accidental


Salesforce administrators can move large volumes of data or consolidate data quite easily, but this means that mistakes are just as easy to make. Accidental data overwriting or deleting during these processes are very common.


8. Data Corruption: Malicious 


In just a few clicks, any user can overwrite customer information. A disgruntled employee with administrative access with a few clicks can easily change large amounts of key information before leaving a job, or a computer virus could delete a large amount of data. These are two scenarios that most organizations are not prepared for.


9. Poor Data Hygiene


Often within Salesforce, an administrator can identify fields or datasets that are either duplicative, incorrect or no longer needed. Still, they are afraid to delete them in case of a mistake. Avoid data sprawl and unnecessary fees by keeping Salesforce clean. Examples of poor data include duplicate or outdated records, formatting for phone numbers and addresses, missing values in fields and import/export errors. This can impact an organization’s pipeline, which can lead to their sales forecasting to be over or underestimated. 


Prodatix Are Data Backup Experts


Still have questions about backing up your Salesforce data? We’re here to help. Contact us online or give us a call today for a free consultation.  

AboutMatt Bullock
Matt is the VP of technical sales for Prodatix and Accelera IT Solutions. He's been an entrepreneur for the past 30 years in the technology (hardware and software) industry. He's mainly focused on educating clients on the opportunities that technology presents and reinforcing the importance of data management to ensure business continuity.