The best pro-tips for storing and securing all your business data

Business IT systems can be fragile in the sense that a lot can go wrong without any notice. So data storage and protection are the first things on the agenda of every organization. A robust data storage and protection service can ensure disaster aversion and timely recovery, should anything go wrong. Data is the lifeblood of modern-day businesses, and you will need to work with applications and platforms that offer you the best-in-class data protection and accessibility features. 

Cloud storage has allowed most businesses to store data on the cheap. However, storing is just half the job done. Keep in mind that the data protection system should ensure security at all times and provide access to information whenever you need it. It is the only system that allows you to recover all your lost data through top-of-the-line recovery services. It is also important to remember that data protection systems aren’t foolproof if you aren’t on the Salesforce platform. 

Data recovery is tricky

Now that we have established that data backup and recovery are two sides of the same coin, it is time to move on to the more complex stuff. A robust data management and recovery system like Salesforce allows you to make timely decisions simply because you have access to all your secured data at any time. Moreover, it is vital to remember that with cases of corrupt data or erroneous integration/migration or loss/theft of data, Salesforce can help you retrieve all the lost information. And, it will do it better than any other software or tech-support in the market right now. There is no guarantee of a 100% recovery, but it is still the best technology can offer at this moment. 

Let us now move on to the next vital question, why backup your Salesforce data?

Data can save your company

Why do you need to protect your data? The answer is simple; it is the most valuable possession for your organization. You must ensure a comprehensive protection plan and a contingency system for all your Salesforce and other vital business data. Data loss can hit a firm hard, especially the ones involved with the consumer-products markets. It can lead to downtime, problems with the inventory, supply line, or even issues with the customer management systems. Therefore, it is crucial to choose the right type of data protection system with all the premium features that will ensure maximum efficiency and productivity for your organization. 

Salesforce features – backup solutions

With Salesforce, you get access to quite a few free-to-use backup tools right at the start. It will allow you to start the process of backing up without any backlog issues. It is easy to maintain, and you can strategize a routine/automated backup plan for all your business data on the platform. However, it is a technical specialization and is best left to the Salesforce team and experts. 

Understanding data

We can broadly categorize business data into all the general data and Metadata. The general data include the following. 

1. Accounts
2. Supply chain
3. Manufacturing
4. Sales
5. Marketing
6. Contacts
7. Leads
8. Accounts
9. Cases
10. Opportunities
11. Contracts
12. Files
13. Custom records
14. Internet chatter
15. Content

Metadata, on the other, relates to all the page information like the settings for the layouts, the custom features on the page, the dashboard, page reports, and custom codes for specific purposes, if any. 

Data backup is crucial

The issue with data errors is that they can be numerous, varied, and hidden. It usually takes a long time to realize that some mistake has occurred either with the storage, compilation, migration, or data integration. Then comes identifying the specific type of error, including deletion, duplication, corrupt data, or loss/theft. Often, the situation can be too late to salvage anything from the situation. Thus, there is a need to backup data on a stable platform and at regular intervals. 

As far as the reasons to choose a professional data backup and recovery platform tool like Salesforce is concerned, there are several. It is vital to remember that even the most basic data recovery tools will provide data storage and management features. It is especially true if you are required to handle a tremendous volume of data daily. Salesforce is free from data handling errors and provides you with the option of manually backing up your data from time to time as an added feature besides the automated function. Still, often these iterations can trigger massive data loss due to faulty handling. 

Pro-tip: Always manually backup all your Salesforce data before embarking on a new project. 

Metadata backup

Similar to the general business data, the Metadata is susceptible to the same threats as well. Accidental deletion is a significant issue with Metadata, and that leads to layout problems from the webpage. We have all had issues with non-responsive web pages, and this leads to customer losses. Protection of all your configuration settings is vital to protect on-page assets, layouts, and your web domain. Erroneous changes made to the Salesforce data can often prove irreversible, and therefore, it is critical to back up your Metadata and all the general data. 

About data restoration

Any Salesforce user can manually restore the data using several tools like the API and the Data Loader. However, you need to ensure the proper connection and relation between the records when backing up Salesforce data to maintain the correct order or recovery and restoration. Salesforce partners are adept at handling data and all the associated services. So, invest in expert services today. 

Data backup support

• Data Export Service enables you to export data on a handy and intuitive UI manually
• Data Loader allows for the manual export of all your data
• On-demand data extract (report) through the Report Export

As far as the Metadata backup is concerned, you can leverage features like the Sandbox Refresh, Change Sets, and the Source Migration. 

Salesforce also offers you several third-party data storage, backup, and restoration options so that you can map out your specific needs as far as your business data is concerned. Make an informed decision and safeguard your business.