![]() Backup & Restore is a paid add-on, and will automatically backup, as well as restore your data in the event of data loss.ĭata Export Service: Allows you to perform a manual or scheduled backup of your data via the Salesforce UI. ![]() The exception to this is Salesforce’s Backup & Restore tool, which was launched at Dreamforce ’21.īackup & Restore: Salesforce’s most comprehensive backup solution. ![]() Most of these tools are manual and will only export your data – they will not restore in the event of data loss. Salesforce provides numerous native tools that can be used to back up your data. Metadata backups are just as important! Native Salesforce Backup Solutions Just as it makes your bones chill thinking about mass deleting thousands of records, can you imagine overwriting a complex Apex trigger with no backup in place? This could include features such as custom fields, page layouts, Apex triggers, or any other part of Salesforce that you have customized. Metadata is the information about your configuration in Salesforce. When you think of a Salesforce Backup solution, you are probably thinking of backing up Salesforce records, but it’s also important to backup your metadata. User Error: General mistakes from an admin or a user are entirely possible at any time.Rogue Automation: Deploying a buggy Apex Trigger or Process Builder that overwrites data could mean mass data loss or corruption.If a mistake has been made, records and field values can be wiped off the CRM forever. Mass Data Import: With tools such as the Data Loader, an admin can modify thousands of records in a few seconds.The most likely cause of losing data will come from user error and could be for one of the following reasons: While the possibility of Salesforce losing your data exists, this is not the primary reason you need a Salesforce Backup solution. Why Do I Need a Salesforce Backup Solution?
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