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Best Practices and Tools for Backing Up Salesforce Data
garry@redargyle.com, @darthgarry (twitter)
Garry Polmateer, CEO, Red Argyle

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Forward-Looking Statement

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• Second level is eighteen point Salesforce Sans
• Second level is eighteen point Salesforce Sans
Things That Don’t Scare Me

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What REALLY Scares Me

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Salesforce #1 Value – TRUST!
Data loss/issues due to:
- Users
- Automations
- Integrations
- Errors
- Generally not “catastrophic”
but instead “secret”

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Point in Time Backup – A Cautionary Tale
A very innocuous workflow rule
- Update a status when record is updated. Seemed easy enough.
- Enabled it in production
- Next morning… EVERY RECORD HAD A NEW STATUS.
- An integration “touched” the records overnight.
- I had some difficult conversations with my client.
- I RESTORED FROM A BACKUP…. PHEW!
Don’t be… ME!

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Your Data Management Plan
Data Inventory
Risk Register
Mitigate
Measure
Production Orgs Have
Data
100%

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Where’s your stuff?
• Data
• Data History
• Metadata
• Connected Data
• Files and Attachments
• Backups
Data Inventory

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For each of your identified data stores:
• How often is the data updated and who/what updates it?
• What is the business impact of a data error?
• Is the data subject to any automations or integrations?
• Workflow, Process Builder, Flow, Apex…
• What is the volume of data?
• Are there current backups in place?
• Is any of the data subject to compliance requirements (HIPAA, GDPR, PCI, Confidential?)
• Any time periods which data should be backed up?
Risk Register

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Mitigation
Weekly Data Export is your friend! NATIVE SALESFORCE FEATURE

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Mitigation
Are you fully utilizing History Tracking and/or Reporting Snapshots? NATIVE SALESFORCE FEATURE

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Mitigation
Creating a Sandbox is a good “point in time” metadata backup. NATIVE SALESFORCE FEATURE

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Mitigation
Creating a rubric of data store and identified risks, determine an adequate mitigation plan per risk. Some
Backup tips (Bold = You can do this for now, for free, native to Salesforce!)
- Weekly Data Export is your friend! This is a given.
- Are you fully utilizing History Tracking and/or analytic snapshots?
- Creating a Sandbox is a good “point in time” metadata backup.
- Export Audit Log once per quarter
- Where do you keep your backup files? Are THEY backed up?
- There are a wealth of tools to help with this ( next slide)
- There are a wealth of services to help with this

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Determine your “Self KPI” for managing backups – set a goal!
• Can you validate that you’re sticking with the plan?
• Can you report this to your boss? (They love it by the way)
• Schedule time out on your calendar to do it
• I still do this, every Monday morning, ½ hour of backup review & compliance work!
Measure

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Note – these tools (and others) are paid offerings. BUT – worth review!
Metadata and Deployments
• Flosum - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000psM0EAI
• Gearset - https://gearset.com/ (We use this for all of our production development)
Data Backup Tools (And they do other neat things like Sandbox Seeding)
• OwnBackup - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000007p6RYEAY
• Spanning Backup - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B51BgEAJ
• Odaseva Backup and Governance -
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B4Be3EAF
What is the cost of lost data? Small investment in this tech is a win every time.
Some Rad Tools!

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“Belts and Suspenders!”
- My Uncle Mike

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Questions?
Slides and a BONUS DATA MANAGEMENT PLAN TEMPLATE
available here:
https://www.redargyle.com/blog/keeping-your-salesforce-
data-safe-and-all-your-data/
Twitter: @darthgarry
Email: garry@redargyle.com
Thank You!