Salesforce Data Backup and Recovery - 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 Backup and Recovery
27Oct

Cyber Incidents and Salesforce Backup

In a data age characterized by the exponential growth with the constant threats of cyber incidents, hardware failures, and human errors, the specter of data loss looms ever-present—and for good reason. The ramifications of losing essential data can be catastrophic for businesses, with the average cost of a data breach soaring to $9.44 million in 2022, more than double the previous year’s figure, according to IBM. Cyber Incidents and Salesforce Backup are phrases that go hand in hand. The data landscape is expanding rapidly; by 2025, the volume of generated and consumed data is expected to surpass 180 zettabytes. When data is lost, organizations face significant downtime in recovery or recreation efforts, resulting in decreased productivity and revenue loss. Gartner estimates that the average cost of IT downtime can be as high as $6,600 per minute or $400,000 per hour. Data Crisis Example In this scenario, a customer-controlled data backup and restore plan is as a critical lifeline for businesses. Such a plan allows organizations to spend less time on data recovery and more time on growth opportunities. It becomes especially pivotal in responding swiftly to crises, as demonstrated by the story of Alex, a software developer at a technology company. Despite an unexpected issue during the integration of a new system with the CRM, Alex’s implementation of backup and restore capabilities proved instrumental in quickly recovering deleted data, minimizing the impact on customers and the company’s reputation. This didn’t even involve a cyber incidents and Salesforce Backup still saved the day. Beyond crisis response, a robust backup and restore solution is essential for avoiding fines resulting from stringent privacy regulations. Non-compliance with data protection laws, such as GDPR, can lead to substantial legal consequences. For instance, GDPR fines alone have surpassed $4.4 billion. By utilizing a backup and restore product, companies like “TechTrends,” an EU-based e-commerce company dealing with sensitive customer data, can protect personal records, ensuring compliance with global data handling requirements and sidestepping penalties. Cyber Incidents and Salesforce Backup Investing in data resilience solutions not only shields businesses from financial and reputational consequences but also allows them to concentrate on growth and customer relations. Marla Hay, Vice President of Product for Security and Privacy at Salesforce, emphasizes the importance of a data resiliency strategy in protecting against threats, malicious activities, and human errors. In today’s digitally fraught landscape, a reliable backup and restore product addresses pain points like data loss, downtime, and compliance challenges, empowering organizations to secure critical information and maintain uninterrupted operations. In an era where data protection and cybersecurity have become top priorities, adopting a dependable backup and restore product emerges as a strategic imperative for building resilience and ensuring sustained growth and success. Like1 Related Posts Protecting Your Salesforce Data The landscape of Salesforce has undergone significant growth beyond its humble CRM origins, yet assumptions about the data within Salesforce Read more Retirement of Salesforce Data Recovery Service In July 2020, Salesforce announced that they were retiring their last-resort Data Recovery Service because it did not meet their Read more Updates to Salesforce’s Backup and Restore Services Announced March 2021 Due to extensive customer feedback in the early part of last year, we Salesforce reintroduced their Salesforce Data Recovery Service. Read more CloudAlly Backups and Recovery for Salesforce Salesforce Backup Solution Since 2011 – CloudAlly Backups and Recovery for Salesforce. Our enterprise-grade automated Salesforce backup and recovery solution Read more

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October 27, 2023in Salesforce Shield
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
16Aug

Implementing Salesforce Backup

You need to purchase Salesforce Backup to be able to assign the Backup and Restore User Permission Set License and utilize the app. The Salesforce Backup app is a managed package that you can install in your Salesforce org and set up in as little as 10 minutes! The first step is assigning the necessary licenses and permissions to the users who will manage the app. Each Salesforce Backup user needs: Step 1: Assign the Backup and Restore Permission Set License The Backup and Restore Permission Set License gives users the permissions they need to use the Backup managed package. Step 2: Assign Backup and Restore Permissions Next, assign users permission to access the Salesforce Backup application. Step 3: Assign Object Permissions to Users Users who manage backup policy or initiate restore jobs also need object permissions to ensure that they have the correct access to data. (We dive deeper into how Backup respects object rules next.) Admins must identify the objects they want to include in their backup policy, and then make sure that they had the necessary object permissions.   The Salesforce Backup application respects object access rules and only acts on objects that you have access to. Without full object access, backups don’t complete or aren’t available for restoration later. Most backup and restore issues stem from incorrect object access settings. For objects you wish to include in your backup policy: Make sure that you’ve enabled Oauth for the app to have access to them, and assign read access to all objects you plan to back up. Also ensure that you meet all special access rules. For example, some objects are only available in specific products or when features within those products are enabled. Review the Special Access Rules section of the Object Reference documentation for the licenses, permissions, and preferences that each object requires. Salesforce Backup Doesn’t Support Certain Objects Here is a list of objects and items that are not currently supported by the Backup app: Other key considerations: Install and Set Up the Salesforce Backup Managed Package You’ve set up your users with everything they need to use Salesforce Backup. Your last step is installing the managed package. 8. In the Set Up Your Connection section, click Connect. This action creates a secure connection using OAuth 2.0 Web Server Flow between Salesforce and the data storage location in AWS. 9. Click Test Connection. When the test is successful, you’re ready to create a backup policy. This is the application’s backup tab, which includes a list of available objects. This is the application’s setting tab, which includes settings relating to trusted IP addresses and connection status. 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 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 Why We Love Pie But Not Pie Charts At Tectonic, we help you align your desired business results with the events and activities in your business. Everybody loves Read more Salesforce and Zendesk Integration Zendesk Connection Salesforce and Zendesk integration. Create a remote connection using the Zendesk connector to sync data from Zendesk to Read more

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August 16, 2023in Salesforce Implementation Services
Salesforce Backup
10Jul

Get To Know Salesforce Backup

Salesforce Backup constitutes a vital component of the comprehensive Salesforce data management and security portfolio. For organizations that prioritize data integrity and compliance within their Salesforce environment, integrating this app into their org and establishing a backup policy can be accomplished on the same day. This product empowers companies to safeguard their data against user errors, malicious activities, and potential data loss, thereby enhancing overall security measures. Let’s get to know Salesforce Backup Here’s what you can achieve with the Salesforce Backup tool: Identifying and prioritizing the data you intend to back up is a crucial step. Specify the most critical data, users often have specific goals for their backups. Some administrators, focus on security, while others aim to meet compliance requirements for specific data categories, such as health data. Regardless of the goal, understanding which information holds paramount importance for your company’s security and compliance needs is essential. The data backup process involves Salesforce Backup conducting a full “Day 0” backup for an object, followed by daily incremental backups that capture only updated or deleted data. This method ensures a comprehensive and efficient approach to data protection. If you would like to add Salesforce Backup to your org, Contact Tectonic today. 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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July 10, 2023in Salesforce
Salesforce Logo
26Aug

Retirement of Salesforce Data Recovery Service

In July 2020, Salesforce announced that they were retiring their last-resort Data Recovery Service because it did not meet their high standards of customer success and trust. Then, in March 2021, they reversed their decision and reintroduced the Data Recovery Service. Editor’s note: This post was updated on February 7, 2022, with the latest information and resources. Read about the new option here. As a result of tremendous customer feedback early last year, we reinstated our Data Recovery Service. At that time, we heard that you relied on this functionality as your backup and restore strategy, as there was no other Salesforce native capability available. We are very pleased to announce that in fall 2021, we launched Salesforce Backup and Restore, built natively on the Salesforce Platform. We’ve co-designed these services with customers, and we intend to deliver the performance, speed, and scale you’ve come to expect from the platform while continuing to provide additional ways to innovate and extend these capabilities through our vibrant ecosystem. Backup and Restore not only replaces Data Recovery Service but also offers an experience beyond that original service—providing a simple, elegant point-and-click interface to create and manage backups and restore as it best suits your business. To support customers in this scenario, Salesforce has launched Salesforce Backup replacing Salesforce Data Recovery Service, which automatically creates backup copies of business data and empowers any organization to restore data and recover, in just a few clicks, from even worst-case scenarios. And, as always, Salesforce AppExchange is home to a rich partner ecosystem that provides robust backup and restore solutions for customers today. A list of AppExchange partners who offer these solutions can be found here. As both native and partner solutions are available to our entire customer base, Sale3sforce has retired their Data Recovery Service. 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 26, 2020in Salesforce
Salesforce BI
08Jul

Protecting Your Salesforce Data

The landscape of Salesforce has undergone significant growth beyond its humble CRM origins, yet assumptions about the data within Salesforce orgs often remain unchanged.  This is crazy when you think about the original Customer Relationship Management system and how many apps it had to connect to in order to actually manage your customer relationships.   Protecting your Salesforce data is everyone’s responsibility. It is good to rethink how Salesforce data is used, especially considering its increasing indispensability in tandem with the platform’s expansion into diverse business processes and industries. The discontinuation of Salesforce’s data recovery service further creates the need for an updated perspective. Protecting Your Salesforce Data Salesforce Backup. Protect your enterprise against data loss and corruption. 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 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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July 8, 2020in Salesforce

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