Prepare to Recover: Fully Protect Your Salesforce Data

11 Copyright © 2018 – Spanning Cloud Apps, LLC. All Rights Reserved
Prepare to Recover: Fully Protect
Your Salesforce Data
Salesforce World Tour: London

Taylor Patterson
Technical Marketing Manager
Today’s Presenter
● Technical Marketing Manager at Spanning
in Austin, Texas
● Frequent presenter on SaaS backup

Copyright © 2018 – Spanning Cloud Apps, LLC. All Rights Reserved3
Customer Story
Data loss hurts

44
of companies that use
SaaS applications suffered
a data loss incident over a
12-month period.77%
Report: Trends in SaaS Data Protection

Agenda:
1. What Salesforce Protects
2. Native Tools Struggles
3. A Better Way!

Salesforce only
covers their errors
They can’t fix yours

Copyright © 2018 – Spanning Cloud Apps, LLC. All Rights Reserved77 Copyright © 2018 – Spanning Cloud Apps, LLC. All Rights Reserved
Salesforce’s responsibility
✓ Hardware failure
✓ Software failure
✓ Natural disaster
✓ Power outage
✓ Delete requests
◻ Human mistakes
◻ Programmatic & sync errors
◻ Malicious insider activity
◻ Recycle bin autopurges
◻ Native tools gaps
Your responsibility

Native tools are risky
Incomplete solutions, manual intervention, high costs

1 2 3
RISKS
- What if your load overwrites in
error at compute speed?
- How much time do you have
for manual insertion work?
- How much bandwidth for QA?
RISKS
- Is managing metadata
through backend editors
enough?
- Technical resources readily
available to use the IDE?
RISKS
- Do you have the extra time
for manual intervention?
- Do you have QA resources?
- Is the data in a sandbox the
last known good version?
Code repos, sandboxesForce.com IDEData Loader

Weekly Export is a Manual Process
Required to log in each week to manually download
There is no way to automate the download of your weekly export
48 Hour Window to access data
• If you forget to download your data within the window, it is gone.
• If you have a large data set that takes longer than 48 hours to download,
your download will not complete, and you will lose your backups.

• How much does your data change on a
weekly basis?
• You need to determine what backup date you
need to recover from
• You may need to compare different versions
of your weekly export
Recovery is Difficult
Which Backup Version?

• Locate all of the Salesforce IDs for the objects
that you want to recover
• Also locate all child object IDs
– Ensures data is accurately recovered
Locating Salesforce IDs

• Ensure that you are correctly mapping your
fields
• Ensure that you are loading data in the
correct order
– Don’t want child records restored before
parent records
Using the Salesforce Data Loader

• Makes full org recovery nearly impossible
Weekly Export Doesn’t Include Metadata

• Select a specific date from which you want to
recover data
• Receive CSV files for your object types from
that date
– Within last 3 months only
• Is expensive and time consuming
– Starts at $10,000
– Takes 6-8 weeks to receive data
• Does not include metadata
Recovery is Expensive
Salesforce Recovery Service
$

Every minute it takes to
restore adds up
- Lost productivity
- Lost agility for mission
- More stress
“Free” native
tools aren’t
really free

There has to be a
better way!

Implement a 3rd party
backup and recovery
tool for your org

It's important to
regularly back up
your data locally so
that you have the
ability to restore it.
We recommend that
you use a partner
backup solution that
can be found on the
AppExchange.
A data backup and
recovery strategy
should be part of
every customer’s
data security model.
““ “

Make a
Positive Impact
Turn a data loss catastrophe into a non-event

Take control of your
recovery
3 key components

22
01
Quick and comprehensive
backup so all your data is
ready to recover today
➔ Comprehensive “set it and forget it”
protection that automatically runs in
the background
➔ SaaS backup connects through APIs
and must keep up with new
functionality and changes
➔ Must be resilient, reliable and
scalable
Total Protection

23
02
Simple, user-friendly
recovery so your business
can get back to work fast
➔ Fast, easy restore directly back into
Salesforce is critical
➔ Ability to view snapshots from any
point in time with granular restore
➔ Meets aggressive Recovery Time
Objectives (RTOs) that get your
business up and running fast
Rapid Recovery

24
03
Ensure that the
framework of your
Salesforce is protected
➔ Comprehensive backup and restore
of metadata
➔ Seed sandboxes with production
org’s metadata
➔ Metadata comparison
Metadata

Restore is Everything
● Every minute it takes to restore your data adds
up
○ Lost productivity, time, and money
○ Lost agility for mission
○ More stress
● With a 3rd party backup and recovery tool, you
can positively impact your business by
minimizing that time

● When you return to your office next week,
talk with your Salesforce Admin about how
your Salesforce data is currently protected
● If you’re only using the Salesforce Weekly
Export, consider implementing a 3rd party
backup solution
What’s Next?

taylor.patterson@spanning.com
tpattersonatx
linkedin.com/in/taylorpatterson1
Get in Touch

Prepare to Recover: Fully Protect Your Salesforce Data

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