Last Updated on July 28, 2022 by rabiamuzaffar
Data management is at the core of Salesforce execution. It is essentially essential for a customized salesforce solution where accurate data mapping is necessary for good ROI (Return on Investment) and successful Salesforce implementation.
Salesforce does have data copies. However, recovering the same can be a tad bit costly and time-consuming. Hence, the companies concentrate on strong data recovery and backup strategies to ensure there is security. Here it is necessary to know about the salesforce data recovery cost.
The importance of a data recovery strategy
When you have a dedicated Salesforce strategy, it can streamline the business process, workflows, and the relationship for increased productivity. Also, syncing the employees and teams with the new strategy might get challenging at the start.
A well-planned data recovery plan secures the business data and enables the Salesforce users to execute data projects with no friction. Here in this article, we will discuss the best practices for data recovery, which the businesses can opt-in for Salesforce to bring down the risk and enhance business effectiveness. Let us get into the details:
It’s essential to understand metadata
When you look at the Salesforce ecosystem, metadata and data are two separate entities. The data is a record of the leads, accounts, and contact. However, the metadata is a configurable setting, and the custom codes, such as page layouts, custom fields, dashboards, and reports. The copies of metadata get maintained for simple restoration as and when needed. If there is a charge on metadata, it is irreversible. Hence, the metadata permissions must get granted effectively.
The utilization of AppExchange
Simply put, the Salesforce CRM is cloud-based, and it enables users to get more things done anytime and from anywhere. Also, AppExchange is defined as an online marketplace that is a feature that makes Salesforce the best platform for cloud CRM. Additionally, other than promoting the products and services, Salesforce users can use the AppExchange for metadata and data backup. Today, AppExchange provides several backup applications. Also, Salesforce should select the one based on the user ratings and reviews.
Affirming for the data loss
Salesforce tends to be data-driven, where the consumer engagements get developed on the insight from the consumer data. The missing information can not just mislead the consumer strategies, but it can also affect the long-term reputation and branding. It makes the corrupted and missing data a very undesired asset to the Salesforce ecosystem. Hence, the users need to confirm the data loss with the admins of the Salesforce system as a part of its original troubleshooting process. Here it’s necessary to notice two crucial factors:
A change in the sharing rules –
At times, the system admins alter the sharing practices that can limit the view of the specific users.
Make use of the global search –
The users should assess how the records can get viewed using the global search. There are times when the records get re-parented, and they might not get viewed by the users who don’t have permission.
The access to “View All” –
If all the preliminary troubleshooting indicates data loss, it will be affirmed by the “View All” access. Also, the users with a “View All” permission can have access to the records and also affirm for any data loss.
The options for backup
The moment data loss gets confirmed, the essential thing to do is to come across the alternatives of the best data backup. There are several processes to assess for backups, and the easiest is the conventional recycle bin. Also, some of the standard backup choices are listed and elaborated below:
A purge from the recycle bin –
If you use the classic Salesforce UI, you can keep an eye for the deleted records in the recycle bin. It is possible to restore the deleted record when you opt-in for the “undelete” option. Also, the users should note that Salesforce doesn’t allow the direct restoration of various records. The multiple records in the recycle bin can be restored using the API, Sandbox, and workbench.
Purge making use of the Sandbox copy –
It’s possible to check for the Sandbox copies. The complete sandboxes get used in testing the environments, and it develops a replica of the current production org, which comprises of the metadata and data. Also, the data can get reloaded, making use of the data loader or the API tools. It is also essential to note that the “export” feature is not present in the sandbox.
Purge using the current export logs –
The records can get recreated using the export backup logs from the Weekly Data Export archives. These archives are usually auto-created along with the Salesforce ecosystem. The users can make use of the third-party apps from exchange for the auto-generation of the weekly logs.
Purge using the data loader –
The multiple records can be purged by the system admins by using the export for every function in the data loaders. It’s possible for the system admins first to have access and then recreate the records by making use of the data loader. It proves to be meaningful in places where the records aren’t visible in your recycle bin, but you can view them by accessing the data loader.
Have the strategy for the import challenges
When you import the data records, it brings forth a set of challenges. The primary challenge includes mapping the unique IDs of the new records and the previous records. It is essential to remember that the process of data recovery is an expensive process. The cost can increase much higher for Salesforce to endure the price on its own.
It is possible to recover the data for an overall period of three months. Also, the entire recovery process can take up to seven to eight weeks or even more. Hence, it’s best to opt-in for good Salesforce data backup and recovery integration solutions that promise effective and easy data management, recovery, backup, and maintenance.