Salesforce is one of the most secure and safe tools for sales data. Salesforce provides a paid service called Data Restoration to restore the data from a certain time frame. This process takes almost 6-8 weeks depending on the time span of recovery and Salesforce can’t guarantee to restore the data with full quality which may cost the customer trust and doesn’t match high standards of customer success as well. So Salesforce decided to shut down the service on July 31, 2020.
Some of these options are as follows:
There are several no-cost additional options that Salesforce provides to customers to manually restore their data. Few are as follows. (1)
- Data Export Service: Users can do manual or scheduled exports of data via the UI. Export Backup Data from Salesforce.
- Data Loader: Users can do manual on-demand exports of data via the API. Export Data.
- Report Export: Users can do manual on-demand exports of data via reports. Export a Report.
- Third-Party Support: Users can use several third-party options provided by Salesforce partners on AppExchange.
The best practice is to have a full backup of all of the Salesforce data, metadata, and attachments. This may also include a partial, high-frequency backup for critical objects that change more than a few times each day. (2)
RightWave has expertise in Salesforce and Data quality management along with Marketing automation systems such as Marketo, Eloqua, Hubspot, etc. To obtain assistance with Data management and Salesforce Backup, B2B marketers can Contact RightWave.
- Salesforce, “Data Recovery Retirement”, https://help.salesforce.com/articleView?id=000352139&language=en_US&type=1&mode=1
- OwnBackup, Mar 20, 2020, “Salesforce is Retiring Their Data Recovery Service. Here’s What You Should Know”, https://blog.ownbackup.com/trust-your-salesforce-data-recovery-plan