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Backup, Restore & Archiving
September, 2020
Adam Best, Senior Program Architect
Duration: 20 mins
Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other
operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue
growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the
Salesforce.org combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The
achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if
any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical
events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to
be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of
our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from
significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to
avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure
providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to
expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual
property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from
strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market
conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully
integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets
Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our
brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the
effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and
those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances;
the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax
rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term
loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes
with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s
website at www.salesforce.com/investor.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
How do you ask a question?
• Please ask in the Chat Panel. We have
allocated some time to answer these towards
the end of this session
Will this be available as a recording after
today?
• No, unfortunately we won’t be recording
today’s session
Where can you get the presentation slide
deck?
• This will be made available to you after this
session via email.
Questions, answers and content.
First, some logistics
Have a question?
Senior Program Architect
Adam Best
About your presenter
Assurance Services
Salesforce Professional Services
Customer Success Group (CSG)
Backup & Restore. Why?
trust.salesforce.com
The status sites provide transparency around service availability and performance for Salesforce
products.
SYSTEM STATUS
Information on service availability and
performance
SECURITY
How we safeguard your data
COMPLIANCE
Our technical certifications landscape
● Disaster Recovery & BCP
How Salesforce protects your data
While Salesforce distributed data
centres based high availability
architecture backs up all data
with near-real time replication,
it’s important to note that
Salesforce backups are not aimed
at restoring application domain
layer information for a specific
customer
Backup Options
Backup
Options
Salesforce
Native
Backup
Tools
App
Exchange
products
Your own
On-Premis
e storage +
Connect
Your own
Cloud-Bas
ed storage
(AWS) +
Connect
Salesforce
Heroku +
Connect
Let’s think about the considerations
Howwill we backup
Whendo we want to backupWhatare we backing up
Wheredo we want to backup
Salesforce Native Backup Tools
Built for the Lightning Platform
Data Export Service
Manual or scheduled exports of your data
with a few clicks → learn more
Data Loader (GUI & CLI)
Manual exports of your data via the API →
learn more
Report Exports
Manual or scheduled exports of your report
data → learn more
Salesforce AppExchange
Search Backup in the Salesforce AppExchange
Before we look at archiving
strategies…. there are External
Objects
Heroku External Objects
Make data in a Heroku Postgres database available within your Salesforce
Heroku External Objects allows you to
make data in a Heroku Postgres
database available within Salesforce to
create, read, update, and delete.
Heroku Shield Connect
High compliance apps using Salesforce data
Heroku Shield Connect lets you build
Heroku apps that share data with your
Salesforce instance in a high
compliance environment.
Archiving
Archiving Options
Archiving
Options
Buy more
Storage
App
Exchange
products
Your own
On-Premis
e storage +
Connect
Your own
Cloud-Bas
ed storage
(AWS) +
Connect
Salesforce
Heroku +
Connect
Salesforce
BigObjects
Let’s think about the considerations
Other
Considerations
Data Retention, Performance,
Licencing Costs,
Implementation Costs,
Maintenance Costs, Cyber /
Regulatory Compliance
RetrievalWhen/How will we need
to retrieve data once
archived
ARCHIVING
OPTIONS
Native, AppExchange, DYI etc.
PURGINGDelete data from
Salesforce Data Storage
Tables
Big Objects
Provide consistent performance for a billion records or more with Big Objects
Standard big objects
● Example: FieldHistoryArchive
● Use Case: Allows you to store up to 10 years’
worth of archived field history data, helping you
comply with industry regulations related to
auditing and data retention.
Custom big objects
● Example: MyCustomObject
● Use Case: Store historical data that won’t
change
Big Object Basics
Salesforce AppExchange
Search Archiving in the Salesforce AppExchange
Where Can You Go Next To Learn More
● Backup & Restore Best Practices for Large Data Volumes - Video
● Data And Metadata Backup And Recovery Best Practices- Video
● Create And Manage A Salesforce Backup & Disaster Recovery Plan - Video
● BEST PRACTICES: Data backup and recovery best practices - Knowledge Article
● Disaster Recovery & BCP - Compliance Article
Q&A
Senior Program Architect
Adam Best
Salesforce Backup, Restore & Archiving- Adam Best, Senior Program Architect

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Salesforce Backup, Restore & Archiving- Adam Best, Senior Program Architect

  • 1. Backup, Restore & Archiving September, 2020 Adam Best, Senior Program Architect Duration: 20 mins
  • 2. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make. The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change. Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
  • 3.
  • 4. How do you ask a question? • Please ask in the Chat Panel. We have allocated some time to answer these towards the end of this session Will this be available as a recording after today? • No, unfortunately we won’t be recording today’s session Where can you get the presentation slide deck? • This will be made available to you after this session via email. Questions, answers and content. First, some logistics Have a question?
  • 5. Senior Program Architect Adam Best About your presenter Assurance Services Salesforce Professional Services Customer Success Group (CSG)
  • 7. trust.salesforce.com The status sites provide transparency around service availability and performance for Salesforce products. SYSTEM STATUS Information on service availability and performance SECURITY How we safeguard your data COMPLIANCE Our technical certifications landscape ● Disaster Recovery & BCP
  • 8. How Salesforce protects your data While Salesforce distributed data centres based high availability architecture backs up all data with near-real time replication, it’s important to note that Salesforce backups are not aimed at restoring application domain layer information for a specific customer
  • 9. Backup Options Backup Options Salesforce Native Backup Tools App Exchange products Your own On-Premis e storage + Connect Your own Cloud-Bas ed storage (AWS) + Connect Salesforce Heroku + Connect
  • 10. Let’s think about the considerations Howwill we backup Whendo we want to backupWhatare we backing up Wheredo we want to backup
  • 11. Salesforce Native Backup Tools Built for the Lightning Platform Data Export Service Manual or scheduled exports of your data with a few clicks → learn more Data Loader (GUI & CLI) Manual exports of your data via the API → learn more Report Exports Manual or scheduled exports of your report data → learn more
  • 12. Salesforce AppExchange Search Backup in the Salesforce AppExchange
  • 13. Before we look at archiving strategies…. there are External Objects
  • 14. Heroku External Objects Make data in a Heroku Postgres database available within your Salesforce Heroku External Objects allows you to make data in a Heroku Postgres database available within Salesforce to create, read, update, and delete.
  • 15. Heroku Shield Connect High compliance apps using Salesforce data Heroku Shield Connect lets you build Heroku apps that share data with your Salesforce instance in a high compliance environment.
  • 17. Archiving Options Archiving Options Buy more Storage App Exchange products Your own On-Premis e storage + Connect Your own Cloud-Bas ed storage (AWS) + Connect Salesforce Heroku + Connect Salesforce BigObjects
  • 18. Let’s think about the considerations Other Considerations Data Retention, Performance, Licencing Costs, Implementation Costs, Maintenance Costs, Cyber / Regulatory Compliance RetrievalWhen/How will we need to retrieve data once archived ARCHIVING OPTIONS Native, AppExchange, DYI etc. PURGINGDelete data from Salesforce Data Storage Tables
  • 19. Big Objects Provide consistent performance for a billion records or more with Big Objects Standard big objects ● Example: FieldHistoryArchive ● Use Case: Allows you to store up to 10 years’ worth of archived field history data, helping you comply with industry regulations related to auditing and data retention. Custom big objects ● Example: MyCustomObject ● Use Case: Store historical data that won’t change Big Object Basics
  • 20. Salesforce AppExchange Search Archiving in the Salesforce AppExchange
  • 21. Where Can You Go Next To Learn More ● Backup & Restore Best Practices for Large Data Volumes - Video ● Data And Metadata Backup And Recovery Best Practices- Video ● Create And Manage A Salesforce Backup & Disaster Recovery Plan - Video ● BEST PRACTICES: Data backup and recovery best practices - Knowledge Article ● Disaster Recovery & BCP - Compliance Article