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Save Time, Save Bucks, Backup your Salesforce Data!

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For all the benefits that digital data brings, it remains unpredictable at best and hundreds of things can go wrong with it. Ensuring timely backups, however, make an effective solution against such contingencies.

Salesforce has an advanced disaster-recovery system in place, catering to just about every disaster scenario. The chance of data loss owing to mistakes at the Salesforce end of the ecosystem, or due to natural calamities, is almost zero. In fact, nothing short of a global apocalypse, in which eventuality the data would be meaningless anyway, would result in Salesforce clients losing their data. Irrespective, it still makes sense for Salesforce users to back-up data on local hard drives.

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http://suyati.com/guide-creating-backups-of-salesforce-data/

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Save Time, Save Bucks, Backup your Salesforce Data!

  1. 1. Save Time, Save Bucks, Backup your Salesforce Data
  2. 2. On a more serious note.. Salesforce has an advanced disaster-recovery system in place, catering to just about every disaster scenario. The chance of data loss owing to mistakes at the Salesforce end of the ecosystem, or due to natural calamities, is almost zero. In fact, nothing short of a global apocalypse, in which eventuality the data would be meaningless anyway, would result in Salesforce clients losing their data. Irrespective, it still makes sense for Salesforce users to back-up data on local hard drives.
  3. 3. Why Back Up?
  4. 4. The disaster contingencies in place at Salesforce protect only the back-end. This does not make Salesforce clients immune to issues such as power outages, hardware failure, accidental deletion, careless employees, deliberate sabotage by disgruntled employees, and more at their own end. Such issues can result in lost data.
  5. 5. What does it mean in terms of Time and Money? Salesforce has to do the recovery service manually and charges a recovery fee – a whopping USD 10,000 per organization The data can be recovered only for the previous 90 days, and takes a minimum of 20 days It takes about 10 days to conduct an “end-to-end” rewind of the server. By this time, retrieved data may be obsolete anyway
  6. 6. How to back up and recover data?
  7. 7. 1. Use the Salesforce Data Export Service Trace the following path Setup Administration Setup Data Mgmt Data export
  8. 8. 2. Use Data Loader Use the Data Loader to export data to the desired location. Data Loader is available for all API enabled organizations, and by default to all Enterprise Edition users and above Open DataLoader Export Download
  9. 9. 3. Use Reports Export required data as a report. Create a new report containing data selected for backup, and export the report to the desktop or any other desired destination. Select.csv format for the exported file. 4. Use a Partner Solution The AppExchange features many partner backup solutions that aid the backup process by automating the processes or making the processes easy. Such apps also offer a good workaround to the once-every-six-days manually or weekly automatic backup restrictions that the Salesforce export service imposes.
  10. 10. That’s not all, feel free to share this information For any queries on Salesforce Data back up
  11. 11. Suyati provides marketing technology and integration services for companies that wish to combine the best of breed solutions and create a unified approach to customer acquisition. This unified digital marketing approach requires system integration between various CMS and CRM platforms, and a slew of eCommerce, Marketing Automation, Social Media Listening, email and social marketing, and customer service systems. Our specialized knowledge in Salesforce, open source and .Net based systems enables us to build effective custom integrated solutions for our clients.

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