backup salesforce - gettectonic.com
Salesforce Backup and Recovery
04Jan

Salesforce Backup – A Safety Measure for Your Data Treasure

On August 15, 2023, Salesforce shared the widespread availability of Salesforce Backup and Recovery, a native backup and restore solution meticulously crafted to ensure the security of customers’ invaluable data. Engineered for user-friendly operation, Salesforce Backup automatically generates backup copies of business data, allowing any organization to effortlessly restore data and recover from even the most challenging scenarios with just a few clicks. Salesforce Backup and Recovery The importance of this announcement lies in the understanding that a company’s security posture will inevitably be tested, and having an effective backup and recovery service can transform a potential crisis into a mere obstacle on the path to business continuity. In today’s digital and artificial intelligence (AI)-driven landscape, where data loss can lead to significant setbacks, a customer-controlled backup becomes a beacon of reliability and security. Marla Hay, Salesforce’s VP of Product Management, emphasized the critical role of backing up data in the era of generative AI technologies. She highlighted the importance of ensuring data is backed up and can be restored at the record level in case AI-utilized data is misconfigured or incorrectly synced. Salesforce Backup, equipped with a suite of powerful features, a user-friendly interface, and high-scale technology, empowers customers, IT leaders, and admins to promptly recover from data loss due to system failures, human error, and cyberattacks with minimal effort. Notable features of the generally available (GA) Salesforce Backup include customer-controlled backup policies, effortless data restoration, a simple point-and-click UI, encryption of backup data at rest and in transit, fine-grained logging, native controls within Salesforce infrastructure, and the ability to export data at the object level. For Admins For Salesforce Admins, Salesforce Backup was specifically designed to simplify their tasks, eliminating the need for custom coding and intricate integrations. As a managed package offering, it can be implemented in Core Sales, Service, and Platform orgs in as little as 10 minutes. Admins can configure backup policies with ease, enhancing efficiency and speed in safeguarding their org’s data. Salesforce’s commitment to platform robustness and user experience is evident in the streamlined and efficient design of Salesforce Backup, tailored to meet the needs of Salesforce Admins. Admins are encouraged to embrace this tool and redefine how they protect their organization’s Salesforce data and ensure business continuity. With Salesforce Backup now generally available since August 2023, interested individuals are invited to view Salesforce’s webinar on from August 29 to engage with product leaders and explore the capabilities of Salesforce Backup for data protection. For more information on adding Salesforce Backup to your org, contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Why Your Company Isn’t Like a Baseball Team Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder Read more Salesforce SOAP API Salesforce provides programmatic access to your org’s information using simple, powerful, and secure application programming interfaces (APIs). Before reading more Read more Types of Objects and Fields in Salesforce Salesforce relies heavily on objects, which serve as a fundamental component by offering a framework for data storage and integration Read more

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January 4, 2024in Salesforce Development Services
Salesforce Backup
27Nov

Understanding Salesforce Backup Logs

Follow these instructions to view logs in Salesforce Backup. These Salesforce Backup Logs contain information about the status of various Salesforce Backup policies and activity. REQUIRED EDITIONS for Salesforce Backup Logs Available in: Lightning Experience Available in: Professional, Enterprise, Performance, and Unlimited Editions Requires the Backup and Restore add-on subscription. Information in Salesforce Backup Logs Salesforce Backup Logs display the status of the backup for each object. If a backup is incomplete, you can review the logs to see errors on specific objects. The NOT_VISIBLE status in the backup log indicates that an object isn’t visible to the service at the time that the backup process ran and it hasn’t been backed up. When the service can’t back up an object, the most common issue is that the user running the backup doesn’t meet one or more of the required access conditions. Review all access settings for objects that show the NOT_VISIBLE status in logs. Correct any access gaps, then run the backup again. Salesforce Backup logs shows status codes for specific errors that can happen during backup and restore processes. Use this guide to determine what an error code indicates and how to fix the problem. If a backup or restore process ends with an error, status codes on the Log Detail page indicate the cause of the error. Use this table to identify causes and solutions to the most likely issues. If your process ends in an error that’s not listed here, contact Salesforce Customer Support for help. STATUS CODE ERROR CAUSE TIPS FOR FIXING THE PROBLEM DUPLICATE_EXTERNAL_ID A user-specified external ID matches more than one record. Export to CSV and manually edit the values as needed before importing your data. ENTITY_IS_DELETED The backup or restore job references an object that’s been deleted. If you try to restore a child record when the parent record is deleted, this error message appears because the child ID value doesn’t exist. Restore the parent and child record, so the child ID is recreated and updated. ENTITY_IS_LOCKED An approval process has locked a record, rendering it read-only. To restore the record, you must have record-level edit access. Ask an admin to temporarily disable the approval process. When the restoration job is done, they can reinstate the approval process. FIELD_CUSTOM_VALIDATION_EXCEPTION A custom validation formula in the backup or restore job violates a field integrity rule. Update the field integrity rule to allow the value to be restored. You can also export the backup as a CSV and manually edit the values as needed before importing your data. FIELD_FILTER_VALIDATION_EXCEPTION One or more fields in the backup or restore job violate field integrity rules. Update the rule to allow the value to be restored. You can also export to CSV and manually edit the values as needed before importing your data. INACTIVE_OWNER_OR_USER An inactive user owns one or more records in the backup or restore job. Reactivate the inactive user or reassign record ownership to an active user. You can also export to CSV and manually edit the values as needed before importing your data. INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST Either the restore job includes a picklist whose values are restricted to a defined set that doesn’t match the backup or the backup contains one or more null values. Adjust the picklist values to match the values present in the backup, and then run the restore job. You can also export to CSV and manually edit the values as needed before importing your data. INVALID_SESSION_ID Either the specified session ID is malformed, such as with an incorrect length or format or the session has expired. Reconnect the app’s connection on the Settings tab or log in again to start a new session. INVALID_TYPE_ON_FIELD_IN_RECORD The field value on the record isn’t valid for the field’s type. Invalid record types can happen when the object’s schema has changed and is no longer compatible with the backed-up data. Export to CSV and manually edit the values as needed before importing your data. INVALID_USERID The backup or restore process references the user ID for a user that isn’t an active member of your org. Export to CSV and manually edit the values as needed before importing your data. INVALID_USER_OBJECT The user object isn’t valid. Export to CSV and manually edit the values as needed before importing your data. REQUIRED_FIELD_MISSING A call requires a field that wasn’t specified. Recreate the missing field on the record and then run the restore job. You can also export to CSV and manually edit the values as needed before importing your data. SELF_REFERENCE_FROM_TRIGGER Apex triggers that recursively update or delete an object interfere with backup and restore jobs. Common causes of this error are when an object is updated or deleted from within a before trigger, or when an object is deleted from within an after trigger. This error occurs with both direct and indirect operations.For example, a request is submitted to update Object A. A before update trigger on object A creates a second object, object B. Object A is updated. An after insert trigger on object B then queries object A and updates it. This update is an indirect update on object A because of the before trigger. An error is generated. Fix the Apex trigger code causing the issue. You can also export to CSV and manually edit the values as needed before importing your data. UNABLE_TO_LOCK_ROW A deadlock or timeout condition has been detected. A deadlock involves at least two transactions that update overlapping sets of objects. If the transaction involves a summary field, the parent objects are locked, making these transactions especially prone to deadlocks.A timeout occurs when a transaction takes too long to complete. The timeout state is temporary. No action is needed. However, if an object in a batch can’t be locked, the entire batch fails with this error. When available, these error messages contain the IDs of the records that couldn’t be locked. Temporarily disable any workflows or automations that can interfere.You can also export to CSV and manually

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November 27, 2023in Salesforce Implementation Services, Salesforce Managed Services
Salesforce data backup
17Oct

Salesforce Data Backup

It is important for Salesforce customers to develop a routine data backup strategy as part of their overall data management and security model. It is important to understand the differences between data types (data and metadata) and what is included in each backup method: Data refers to all of your records, including Accounts, Contacts, Leads, Opportunities, Cases, Contracts, and other records. Data also includes your custom object records, files, content, and Chatter. Metadata refers to all of your configuration settings, such as custom fields, page layouts, Reports, Dashboards and custom code like Apex and Visualforce. Salesforce Data Backup Why do I need to backup my data? Even with the best of intentions, users and administrators have been in situations where they have either deleted large amounts of data, or have modified records, only to later realize that a mistake was made. With tools like the Data Loader, it is very easy to mass delete or update records. And a simple mistake in your source file or field mapping could spell disaster for your data. It is recommended that you keep a regular backup of your data and to do a manual point-in-time backup before you proceed with any major data project within your organization. Why do I need to backup my metadata? Just as it is easy for users to accidentally delete records or modify records, it is also easy for administrators or developers, and users with advanced permissions, to make changes to your configuration settings, such as adding or deleting custom fields, modifying page layouts, deleting or changing Reports and Dashboards, or modifying custom code. As many of these changes are not reversible, it is important to have a copy of your metadata to fall back on in the event that you need to restore prior settings. What about restoring my data? Salesforce provides tools like the Data Loader and the API as a method for customers to manually restore their data. It is important to note the order in which data is restored, so that relationships and the connection to related records can be preserved. Customers can also choose to engage Salesforce Services or a partner to assist them in the restoration of their data, provided they have a copy of that data available. To help customers routinely back up their data, we offer several native options that are available for no additional cost to customers. There are also several third-party options that can be leveraged when a more comprehensive approach is needed. Native Data Backup Options The following options are available to customers as a method of backing up their data. Native Metadata Backup Options The following options are available to customers as a method of backing up their metadata. Third-Party Offerings There are a number of data backup solutions offered by our partners on our AppExchange. Some of these are more comprehensive in that they allow you to automate backups of both your data AND your metadata and provide a mechanism by which to restore that data easily. You can search for these by visiting the AppExchange directly and searching for keyword backup. We recommend that customers vet multiple offerings and audit the reviews provided by other customers before selecting one of these offerings. Salesforce does not endorse or recommend one specific solution over another. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 17, 2023in Salesforce
Salesforce Backup and Recovery
17Aug

Salesforce Backup: A Complete Guide for IT Admins

Salesforce Backup: Safeguarding Your Data with Confidence-Salesforce Backup A Complete Guide for IT Admins In a rapidly evolving digitally-based landscape, protecting your Salesforce data is crucial to ensuring business continuity and maintaining customer trust. Salesforce Backup offers a comprehensive solution to prevent permanent data loss, seamlessly manage system upgrades, and mitigate the impact of cyberattacks, all while meeting compliance and legal requirements. Key Benefits of Salesforce Backup: Why Choose Salesforce Backup? Salesforce Backup goes beyond data protection—it promises swift data restoration, top-tier performance, and robust data resilience, setting the standard for reliability in a native Salesforce solution. How Salesforce Backup Works: For Salesforce Admins: Salesforce Backup was crafted with Salesforce Admins in mind, offering streamlined implementation and configuration within Salesforce’s trusted infrastructure. Say goodbye to complex integrations and custom coding—protect your organization’s data efficiently and securely. What’s Next for Admins? Salesforce Backup is now generally available (GA), offering powerful features, a simple user interface, and high-scale technology to empower IT leaders and admins to recover from data loss incidents with ease. Attend the Salesforce webinar on August 29 to explore Salesforce Backup’s capabilities firsthand and redefine data protection strategies for your organization. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 17, 2023in Salesforce
SysCloud Backup for Salesforce
21Oct

SysCloud Backup for Salesforce

Introducing SysCloud Backup for Salesforce. Protect and manage your critical SaaS applications seamlessly: Enhanced Backup Capabilities: Simplify Backups with Sky – Our AI Copilot: Addressing Salesforce’s Native Data Retention Limitations: SysCloud Shared Drives Backup: Effortlessly Protect Your Salesforce Data: Pricing and Compatibility: Superfast SOC-2 Compliant Backups: Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 21, 2022in Salesforce
Druva - Salesforce Data Backup and Recovery
13Jun

Druva – Salesforce Data Backup and Recovery

Introducing Druva: Your Comprehensive Salesforce Data Management Solution. Druva – Salesforce Data Backup and Recovery Druva presents a comprehensive data management solution tailored specifically for Salesforce users. By seamlessly integrating data protection, sandbox seeding, and archiving functionalities, Druva streamlines tedious tasks, ensuring enhanced data security, improved efficiency, and reduced ownership costs. Why Opt for Druva with Salesforce? Where Does Druva Store Backups? Druva securely backs up your data in the cloud hosted by Amazon Web Services (AWS), leveraging AWS’s robustness and stringent security standards to guarantee the safety and confidentiality of your backup data. Key Features of the Druva Platform: Explore Druva with a Free POC: Every Salesforce platform is unique, which is why Druva offers a free Proof of Concept (POC) allowing you to test against your data with full access to their support team, providing confidence in the platform’s capabilities. Druva’s Data Protection Platform: Druva’s Software-as-a-Service (SaaS) platform offers data protection across data centers, cloud applications, and endpoints. Securely backup and recover data with the scalability and simplicity of the public cloud, paying only for what you use, and enhance data governance with search and analytics capabilities to unlock the full potential of your data. FAQs: Druva offers a robust and secure solution for Salesforce data management, ensuring reliable backup, efficient recovery, and streamlined operations. With its user-friendly interface and advanced features, Druva empowers organizations to focus on their core objectives while ensuring the integrity and security of their critical data. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 13, 2022in Salesforce

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