Secure your Salesforce Data

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

Salesforce recommends that customers implement their own comprehensive backup strategy as part of their data management and security model. Although Salesforce maintains internal copies of data for its own disaster recovery processes, these backups are not intended for customer restoration and do not include full metadata. For complete protection, organizations should use a dedicated backup solution such as Veeam Data Cloud for Salesforce.

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.

Using a third-party solution like Veeam ensures that you maintain full ownership and control of your Salesforce data and metadata. Veeam provides automated, continuous backups and granular restore options, helping organizations meet strict Recovery Point Objectives (RPOs) and Recovery Time Objectives (RTOs).

Salesforce data includes your records such as Accounts, Contacts, Leads, Opportunities, Cases, files, and more. Salesforce metadata includes configuration and customization settings like custom objects, fields, page layouts, profiles, permissions, automation, reports, dashboards, and code (Apex, Visualforce). Because metadata defines how your Salesforce environment functions, backing up both data and metadata is essential to ensure complete recovery after accidental changes, deletion, corruption, or misconfigurations.

Veeam supports Sales Cloud, Service Cloud, Government Cloud, and Education Cloud. Field Service data is also protected, including scenarios where your workforce operates offline.

Deleted records remain in the Salesforce Recycle Bin for 15 days before being permanently removed. Metadata cannot be restored from the Recycle Bin and must be manually recreated. Additionally, if a record was modified before deletion, only the most recent version can be recovered. These limitations make a dedicated backup and recovery solution essential for protecting business-critical data.

Yes. Veeam 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.

With Veeam , your data is protected through Single Sign-On (SSO) for streamlined, secure access, Multi-Factor Authentication (MFA) to prevent unauthorized logins, and advanced encryption in transit and at rest, ensuring your system stays secure from cyber threats and breaches.

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.

Yes. Veeam Backup for Salesforce allows you to deploy and store backups on-premises, in AWS, Azure, or any other cloud. This gives organizations full control over data location, security, and compliance requirements while maintaining complete ownership of their Salesforce data.

With incremental sync and flexible scheduling, Veeam enables backups as frequently as every few minutes, depending on Salesforce API limits. You can customize schedules and retention policies at the object level and automatically detect new fields and objects to ensure complete, up-to-date protection.

Yes. Veeam Data Cloud for Salesforce and Veeam Backup for Salesforce include 24/7/365 support. The Community Edition provides best-effort email support.

Veeam provides a Fair Use Policy designed to ensure fair and reasonable use of the Services by Veeam under the Veeam Data Cloud Service Agreement. For more information on data allowance and excessive use, click here to view the policy.