7 Ways to Back Up and Restore Data in Salesforce

This month we are talking about the importance of data integrity with a range of great educational articles and events. Within our latest CPD article we explore the 7 ways you can handle the back up and restoring of data in Salesforce.

Supermums CPD Programme

The Supermums CPD Programme focusses on equipping Salesforce talent with essential skills to enhance their CV and salary.

Sign up to our CPD programme to benefit from our weekly top tip bulletin, monthly office hours events with free Demo’s and Q&As, exclusive discounts, events and training.

Join our Live Office Hour Events where we will doing a live discussion on the topic of Data Back Up with live demo & Q&A with CloudAlly.

January Office Hours:

So why is Data Back Up so important?

Data back up is not automatically done in Salesforce! Due to this, it has to be managed correctly because any of the following data integrity issues could occur on your watch….and as a Salesforce Admin, you need to know how to fix them:

  • Data can get deleted by accident or on purpose
  • A data import could overwrite a load of records by mistake
  • The field may have been changed and values overwritten.
  • A problemetic integration has auto-updated thousands of records by mistake

The SaaS Shared Responsibility Model dictates that the onus of data protection at the customer’s end solely rests with the customer. It is basic security due diligence for us to take ownership of the protection of our own Salesforce data.

Our partner CloudAlly have handily compiled all the native Salesforce data backup and recovery options to restore both Salesforce data and metadata. In this toolkit, they detail seven ways to backup and restore Salesforce data, both native and third-party. They have covered options for Salesforce data recovery such as Data Loader, Reports, Data Export, as well as options for metadata recovery. It covers:

  • Basics of Salesforce Data Loss: What, Where, Why?
  • Native Salesforce Data Backup and Recovery Solutions
  • Salesforce Deleted Objects Bin
  • Salesforce Data Export
  • Salesforce Data Loader App
  • Salesforce Reports
  • Native Salesforce Metadata Backup and Recovery Options
  • Paid Salesforce Backup and Recovery for Metadata AND Data including Salesforce’s paid Data Recovery service and the newly introduced Backup and Restore solution.
  • Disadvantages of Native Salesforce Backup and Recovery
  • Third-Party Salesforce Backup and Recovery for Metadata AND Data

Read on: The Ultimate Salesforce Data Recovery Toolkit

We hope it helps you during the stressful moments of data loss that a Salesforce admin has to face.

CloudAlly Backup pioneered cloud-to-cloud backup way back in 2011, recognizing the cybersecurity vulnerabilities of unsecured SaaS data.

They have a robust, secure, and proven suite of backup solutions for Salesforce, Micorosft 365, Google Workspace, Box, and Dropbox that have been consistently top-rated by Capterra, Gartner, and Newsweek. Their Salesforce Backup solution provides automated and on-demand backup of all Salesforce data, metadata, and Chatter feeds with unlimited Amazon AWS S3 storage.

The unique features include zero-install web-based console, granular metadata restore, Sandbox seeding, Salesforce data comparison, Salesforce anomaly detection, Salesforce export to your own storage, cross-user/org restore, smart recovery by keyword search, Updated By and Record ID, and more.

Start a free, full-feature 15-day trial (zero fine print, zero payment details, zero installation)

On the Supermums CPD programme CloudAlly are offering the following promo offer: 60% off the price list.

Don’t forget to share your achievements with @supermumsglobal and @cloudally on Social so we can celebrate and raise your profile


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Happy New Year!

Welcome back! We hope you had a relaxing Christmas break and are back ready to go in 2022.

A new year always brings a time for reflection, plans for change and setting of new goals and resolutions. If you haven’t done this yet, learn how to create habits to help you achieve those goals. 

5 Top Tips to Future Proof Your Career from Salesforce Industry Experts

Check out our top 5 tips to future proof your Salesforce career – shared at our 2021 Graduation event by Supermums, Salesforce, Atlantic Technologies, Own Back Up and our first graduate from 2017.

Read more here.

Mums On Cloud Nine Podcast

If you’ve never tuned in to our podcast and looking for something new to listen to, check out all 4 series of our Mums on Cloud Nine podcast, hosted by Heather.

She’s joined with over 40 experts sharing how to find your super power and stand out from the crowd through to tips about how to get started in Salesforce, career progression, overcoming imposter syndrome and everything in between.

Check out the episodes and tune in!

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