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Securing Salesforce: The Critical Need for Salesforce Backup and Disaster Recovery

By Bridget Abercrombie

Branded content with Keepit

Navigating the cybersecurity landscape can be daunting. As threats to business-critical data increase across the globe, organizations know they need backup for their Salesforce data – but what kind?

Imagine a scenario where your Salesforce data is suddenly unavailable. What would you do next? Do you have a plan in place to access or recover the data? In this article, we’ll help you understand why you need a backup plan and how you can protect your org from data loss.

Why a Disaster Recovery Plan Is Necessary 

When critical business data, such as Accounts or Contacts, are lost, organizations often scramble to recover, wasting valuable time and resources while facing severe operational disruptions.  A disaster recovery plan helps minimize downtime and prevents prolonged interruptions to essential operations. 

Additionally, with integrations on the rise, data discrepancies in your company’s system integrations can pose significant risks when a reliable backup solution is not in place.  As businesses increasingly rely on interconnected systems, the complexity of these integrations amplifies the potential for data loss. A robust disaster recovery plan mitigates these risks by ensuring your data can be restored quickly and accurately.  

The bottom line: to maintain business continuity, protect customer trust, and minimize disruptions in the event of a data loss disaster, you need a reliable disaster recovery plan.  A well-designed plan ensures your data can be restored swiftly, reducing the impact on your operations.  

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Reliable Backup: Protecting Your Business from Data Loss 

Now that the importance of a disaster recovery plan has been established, what’s the solution?   To achieve secure data protection, a robust backup and recovery solution is essential. This ensures your company is safeguarded against potential data loss threats. 

When evaluating a backup solution, focus on three key areas: 

  • Coverage: Look for a solution that offers a comprehensive backup of your data, along with features like data restore, export, and compare capabilities.
  • Security: Ensure the provider complies with global data regulations, provides access to audit logs, and includes features like retention policies and data anonymization for enhanced security. 
  • Performance: Evaluate how efficiently the solution performs backups and restores. Is it fast and reliable, even with large data sets? Assess the user-friendliness of the interface; can your team easily navigate and execute restores without technical barriers? Additionally, consider scalability: does the solution offer sufficient storage without introducing hidden costs over time?  

After looking at these areas, you should choose a provider that offers strong support and training for your organization to help teams maximize the solution’s value. To learn more, read the whitepaper: When Disaster Strikes: A Guide to Data Recovery and Business Continuity.

Why Your Salesforce Data Needs a Backup Plan 

Salesforce recommends backing up your data to protect against scenarios where large amounts of data may be accidentally deleted or modified. With Salesforce generating and absorbing vast amounts of data over time, your business’s critical information resides within the platform and must be safeguarded. Regular data backups enable you to retrieve lost data or compare snapshots to identify what has changed.  

Additionally, while system integrations improve efficiency, they also introduce risks. Compatibility issues, dependencies, technical glitches, and data mapping errors can all compromise the security and integrity of your data. Implementing proper protocols and a reliable backup and recovery solution mitigates these risks and protects your data. 

Salesforce environments often undergo significant customization and development. Performing point-in-time backups before a major data deployment or project ensures that any previous records can be restored quickly and easily if needed. A reliable backup and recovery solution provides peace of mind and ensures data integrity during these critical activities.

Why Use Keepit for Salesforce?

Keepit is a third-party, independent cloud backup solution with unlimited storage. The blockchain-verified storage and file system ensures unparalleled security protection. 

Automated, twice-daily backups are carried out on the Keepit cloud – ensuring your backups are impossible to delete. In the context of disaster recovery, Keepit has been built to be tamper-proof, offering a guarantee that data stays immutable.

The solution is tried, tested, and proven with 10,000+ customers across 74 countries. With Keepit, your data can be recovered in minutes, ensuring that your business operations keep running smoothly, saving your business time and money in the process. 

To learn more, request a demo here.

Summary

With growing cyber threats and complex integrations, Salesforce data requires reliable backup and disaster recovery to ensure business continuity and protect against data loss. A robust plan minimizes downtime, supports recovery from accidental deletions, and safeguards against integration risks. 

Regular backups, especially before major updates, are crucial for maintaining data integrity and operational stability.

The Author

Bridget Abercrombie

Bridget is Senior Product Manager at Keepit.

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