How to Recover Salesforce Data with Cloudally?

Your business may have moved to the cloud environment with Salesforce for various reasons related to saving costs and time. But, your enterprise still needs to ensure the sound protection of the data that you deal with regularly, especially if you need to know how to recover Salesforce data.

As more Salesforce users like you deal with large volumes of data, the associated risk of any data being lost or accidentally deleted is high. If you are under the impression that Salesforce will be able to handle the complete data recovery process, then you may have to rethink your strategy.

You will learn the reasons for by reading this article, as we discuss the various methods or options to recover Salesforce data. We will discuss the option that Salesforce provides you to recover data, this option’s disadvantage as well as other third-party solutions for recovery of Salesforce data.

So, let’s take a look at them.

The Need for Salesforce Data Restoration or Recovery

You may wonder why you will ever need to recover any data that you deal with. Well, there are many situations that may arise with Salesforce that will fuel the need to initiate a data recovery process.

For example, while you are making certain changes to your custom field to convert it, it may happen that you permanently delete the data. Similarly, even when you accidentally delete a custom field, you may have deleted the data permanently.

It is important to note that Salesforce is flexible enough to make any data changes or deletions as instructed by you. Salesforce simply does the task for you, without knowing whether you really want to delete the data or whether you are doing it accidentally.

Any unwanted changes to a field definition could significantly impact the manner in which your business gets measured or how your company’s results are reported. In fact, it may even affect the way your customers get billed. Thus, a change to a very small field definition type can have an adverse impact on your business.

Plus, you also need to take to consideration the human error factor. User can delete by mistake (or by intention) data without the possibility to ever recover it. Read more it..

Different Ways to Recover Salesforce Data

Salesforce Data Recovery Service

Salesforce offers a data recovery service and offers you the option to restore your data using the Salesforce Data Recovery Service.

This is the last possible option offered by Salesforce to attempt to recover lost data, if you do not have a regular data backup system in place. Some key features of this data recovery service are listed below:

Data recovery (complete backup of lost data) at a specific point in time (only up to three months
The process may take several weeks.
It would cost you at least $10,000 and the costs are dependent on the manual effort required from the Salesforce side.
There is no recovery of metadata (reports, list views, and workflows).
You are responsible for importing the recovered data back into Salesforce.

Salesforce Weekly Data Export or Backup

Salesforce offers another option to protect your data with weekly backups and exports. Some salient features of this weekly data export alternative are discussed below:

It is a manual process and may require a lot of effort.
You need to download all your weekly export files (zipped files).
The download of the enormous amount of large-sized files requires more storage, which increases the storage costs, and more time.
You cannot recover metadata and you may have to manually rebuild any customizations, such as dashboards and reports, which are accidentally changed or lost.

An important thing to note is that your Salesforce data is subjected to change around 26,000 times a day. So, you can expect a lot of data to change between any two weekly data exports. This increases the possibility of data being lost between any two such export processes. You thus need to back up the data more frequently.

Third Party Backup

Since the risk of data loss is greater with the above two options, Salesforce suggests that you make more frequent backups with any third-party.

For this, they recommend that you visit AppExchange and opt for some partner backup and restore solution.

The best part with such a solution is the considerably higher frequency of data backups. With such backups happening on a daily basis, you reduce the risk of data being lost between any two backups.

You can confidently say that the risk of data loss associated with this process is significantly less than the risk associated with the weekly export option. There is no manual effort required to download any files or to back them up. Also, you need not have to worry about the error-free download of Weekly Export files.

There is no regular monitoring required for these weekly exports of data which further saves a lot of time. As unlimited storage is available for this daily backup solution, your enterprise need not account for any additional costs for storage.

Your organization will continue to expand in the future, which will eventually lead to a stupendous rise in the amount of data that gets added to your Salesforce.

For example, you will see a considerable growth in the number of reports, support documents, customer contracts, proposals, and so on. As data grows exponentially, it increases the chances of some data getting lost.

For such a scenario, the automatic daily backup solution from cloud to cloud reduces your worries about data loss. It would ensure that you are able to recover your Salesforce data in the event of any accidental changes or deletions.

In a nutshell, you need to make a backup of your data before you make any kind of changes within your organization. With the third-party backup alternative, you can ensure this gets done frequently which allows you to make changes on a regular basis.

Once the most recent data is backed up, you can make the changes that you wish to do. Even if any data loss does occur, it will be extremely easy to restore it from the most recent backup that you have made.