How can you be sure your getting the most from your Salesforce data backup and recovery (Restore) plan? Here are 7 things you can do to optimize it.

1. 7 Tips for Planning Salesforce Data Backup and
Restore
www.autorabit.com
Click to d text

2. Hereare7thingsyoucandotooptimizeyourSalesforcedatabackupandrestore:
▪ Establish a Recovery Point Objective
▪ Define a Recovery Time Objective
▪ Select a Type of Backup
▪ Configure Your Settings
▪ Consider Archiving Certain Data Sets
▪ Keep Regulations in Mind
▪ Institute a Reliable Restore Functionality
6/9/2022 www.autorabit.com 2

3. 1.EstablishaRecoveryPointObjective
▪ The main goal of a Salesforce data backup and restore strategy is to
get your system back online after a data loss event. However, that goal
doesn’t look the same for everybody. Setting a Recovery Point
Objective (RPO) helps identify your specific needs and goals from this
effort.
6/9/2022 www.autorabit.com 3
2.DefineaRecoveryTimeObjective
▪ Another consideration when planning how to configure your data
backup settings relates to how important it is for your company to be
able to quickly return to operations.

4. 3.SelectaTypeofBackup
▪ The needs of every company are not going to be the same when it
comes to Salesforce data backup and recovery strategies. And just
how your needs aren’t all the same, the options for how you backup
your data will vary.
6/9/2022 www.autorabit.com 4
4.ConfigureYourSettings
• Specifications can be made within your data backup and restore
tools to further customize your coverage and storage needs. This can
be performed within Salesforce itself or within your tool, depending
on the provider you choose.

5. 5.ConsiderArchivingCertainDataSets
▪ Archiving is another method of storing data that can reduce the
amount of information stored within your backups.
▪ Data archiving is the process of identifying data that is no longer used,
moving it out of the production system, and storing it in long-term
storage.
6/9/2022 www.autorabit.com 5
6.KeepRegulationsinMind
▪ There are a variety of regulations that stipulate how certain
industries must handle, store, and protect sensitive information.
Healthcare and financial companies are among the most regulated.

6. 7.InstituteaReliableRestoreFunctionality
▪ There are many options for Salesforce backup functionality.
Salesforce itself offers a backup option, however it doesn’t provide the
necessary functionality to restore this data after a data loss event
occurs. You need to make sure you have this capability because
backed up data that can’t be moved back into your live environment
doesn’t provide the benefits you need.
6/9/2022 www.autorabit.com 6

7. 6/9/2022 www.autorabit.com 7
info@autorabit.com
+19255001004
548MarketStreetPMB98272
SanFranciscoCA
94104-5401
www.autorabit.com
Source: 7TipsforPlanningSalesforceDataBackupandRestore
Contact us or Request a demo
Click to add text
Click to add text
https://www.autorabit.com/request-a-demo/