Salesforce Backup and Recovery Solution

Salesforce recommends that their customers develop a Salesforce backup strategy as part of their overall data management and security model.

Salesforce keeps a copy of your data as part of their disaster recovery (DR) plan (but not yours) and this does not include your metadata. If a major data incident occurs, you can ask Salesforce to send your data in CSV files, which can take up to six weeks, and then the process be to manually upload this data back into Salesforce. There is also a fee attached to this process.

Using a third-party backup solution will ensure that you have your own copy of your data. Our solution, Veeam Backup for Salesforce ensures you will have a copy of your data and metadata and offers almost continuous backup and filtered restoring options to help you meet recovery point objectives (RPOs) and recovery time objectives (RTOs).

Salesforce data refers to all your records, including Accounts, Contacts, Leads, Opportunities, Cases, Contracts and other records. This can also include your custom objects, records, files, content and Chatter. Salesforce Metadata refers to all of your configuration settings, including custom fields, page layouts, reports, dashboards and custom code like Apex and Visualforce. Adding or deleting custom fields, modifying page layouts and changing reports and dashboards are commonplace for Salesforce Admins and Developers, which is why having metadata recovery options are crucial.

If you plan on restoring deleted records from the recycle bin, 15 days is the amount of time you have to retrieve the deleted files before they are gone forever. Metadata cannot be restored from the recycle bin and must be manually recreated. Also, keep in mind that if a record was changed before deletion, you will only be able to retrieve the latest version, not previous versions. Organizations that use the recycle bin as a replacement for having a backup and recovery tool in place often find themselves unable to ever retrieve their business-critical data and metadata.

Yes. Veeam Backup for Salesforce requires that 100% of Salesforce user licenses be protected.

Salesforce user licenses can fluctuate often since employees move in and out of an organization. It is a best practice to provide yourself with a small buffer between the exact number of used licenses and the total amount of licenses within an organization. Plus, as a data protection best practice, it is recommended that you license Salesforce backup software for the total number of Salesforce licenses, not just the total number of used Salesforce licenses.  

A license is not required for other license types in Salesforce, including: 

• Chatter Free, Chatter Only, Chatter External

• Partner Community, Partner Community Login, Customer Community Plus

• Identity

Sandbox users are not licensed. 

Salesforce provides four different editions of Salesforce Sales Cloud and Service Cloud. These include Essentials, Professional, Enterprise and Unlimited editions. Only Salesforce Enterprise and Unlimited editions include the APIs that are needed to create Salesforce backups for your Salesforce environment. Veeam requires that organizations use either the Enterprise or Unlimited edition of Salesforce. The Professional edition can also be used with the API add-on.

Veeam Backup for Salesforce gives you the ability to deploy your Salesforce data to the place that works best for your business needs, whether that’s on-premises, in AWS, Azure or another location. Deployment, security and data is fully managed by the customer, so the company will always retain access and control of their data. You can also choose the cloud that best complies with your company’s security model and compliance requirements to retain complete control of your data.

With incremental sync and flexible scheduling, your Salesforce data and metadata can be backed up almost continuously through the efficient use of Salesforce API’s, while also having the ability to set your limits on API calls.  Setting specific backup schedules and retention settings is also available at the object level. 

Our 12-month promotional offer (i.e., up to 300 users for $2,000, and $10,000 for 300 users and above) includes 24.7 production support. Our standard pricing always includes this support, and our Community Edition of 50 users or less is always free and includes best-effort support by email only.