Salesforce Data Backup and Recovery

1

Click to d text

• 7 Tips for Planning Salesforce Data Backup and
  Restore

2
Here are 7 things you can do to optimize your
Salesforce data backup and restore

• Establish a Recovery Point Objective
• Define a Recovery Time Objective
• Select a Type of Backup
• Configure Your Settings
• Consider Archiving Certain Data Sets
• Keep Regulations in Mind
• Institute a Reliable Restore Functionality

3
1. Establish a Recovery Point Objective

• The main goal of a Salesforce data backup and
  restore strategy is to get your system back
  online after a data loss event. However, that
  goal doesnt look the same for everybody. Setting
  a Recovery Point Objective (RPO) helps identify
  your specific needs and goals from this effort.

2. Define a Recovery Time Objective

• Another consideration when planning how to
  configure your data backup settings relates to
  how important it is for your company to be able
  to quickly return to operations.

4
3. Select a Type of Backup

• The needs of every company are not going to be
  the same when it comes to Salesforce data backup
  and recovery strategies. And just how your needs
  arent all the same, the options for how you
  backup your data will vary.

4. Configure Your Settings

• Specifications can be made within your data
  backup and restore tools to further customize
  your coverage and storage needs. This can be
  performed within Salesforce itself or within your
  tool, depending on the provider you choose.

5
5. Consider Archiving Certain Data Sets

• Archiving is another method of storing data that
  can reduce the amount of information stored
  within your backups.
• Data archiving is the process of identifying data
  that is no longer used, moving it out of the
  production system, and storing it in long-term
  storage.

6. Keep Regulations in Mind

• There are a variety of regulations that stipulate
  how certain industries must handle, store, and
  protect sensitive information. Healthcare and
  financial companies are among the most regulated.

6
7. Institute a Reliable Restore Functionality

• There are many options for Salesforce backup
  functionality. Salesforce itself offers a backup
  option, however it doesnt provide the necessary
  functionality to restore this data after a data
  loss event occurs. You need to make sure you have
  this capability because backed up data that cant
  be moved back into your live environment doesnt
  provide the benefits you need.

7
Contact us or Request a demo
https//www.autorabit.com/request-a-demo/
info_at_autorabit.com 1 925 500 1004 548 Market
Street PMB 98272San Francisco CA94104-5401 www.a
utorabit.com  Source 7 Tips for Planning
Salesforce Data Backup and Restore
Click to add text
Click to add text