Backup & Archiving

Backup Solutions

Salesforce has limited out of the box solutions for data backup. Some of the them being:

• Weekly Data Export: Salesforce offers a built-in Weekly Data Export feature that allows you to export a copy of your data, including standard and custom objects, once a week. This feature enables you to download the exported data as a zip file and store it externally.
• Data Loader: Salesforce Data Loader is a free tool provided by Salesforce that allows you to import and export data in and out of Salesforce. While it is primarily used for data migration and import purposes, it can also be utilized as a backup tool by exporting data from Salesforce to an external storage system.

It’s important to note that these out-of-the-box backup options have limitations and may not meet all backup and recovery needs. They provide basic backup functionality but may lack features like incremental backups, granular restores, or automated scheduling.

For more comprehensive backup solutions with advanced features, such as incremental backups, point-in-time restores, and granular data selection, you may need to consider third-party backup applications available on the Salesforce AppExchange or other data management tools specifically designed for Salesforce data protection.

There are several top Salesforce backup options available, depending on your specific needs and requirements. Here are some popular choices:

1. OwnBackup: OwnBackup is a comprehensive backup and recovery solution specifically designed for Salesforce. It offers automated daily backups, incremental backups, and the ability to easily restore data to any previous point in time. OwnBackup also provides features like data comparison, sandbox seeding, and compliance monitoring.
2. Odaseva: Odaseva is an enterprise-grade Salesforce data protection platform. It offers comprehensive backup and recovery capabilities, including incremental backups, metadata backup, and sandbox seeding. Odaseva also provides advanced data governance features and compliance monitoring.
3. Spanning Backup for Salesforce: Spanning Backup is a reliable backup solution that offers automated daily backups, on-demand backups, and quick data restoration capabilities. It provides a user-friendly interface and supports granular data recovery at the object, record, or field level.
4. Backupify for Salesforce: Backupify offers automated daily backups, advanced search capabilities, and easy data restoration for Salesforce. It provides secure storage and allows you to export data in various formats for added flexibility.
5. CloudAlly: CloudAlly is a cloud-to-cloud backup solution that offers automated daily backups for Salesforce data. It provides unlimited storage, easy data recovery, and supports multiple Salesforce instances.
6. Skyvia Backup for Salesforce: Skyvia Backup is a cloud-based backup solution for Salesforce that provides automatic daily backups and easy data restoration. It offers unlimited storage, versioning, and supports custom objects and attachments.
7. Gearset: Gearset is primarily known as a deployment and release management tool for Salesforce, but it also offers backup and recovery functionality. It allows you to schedule automated backups, store them externally, and quickly restore data when needed.
8. Druva inSync: Druva inSync is an enterprise backup solution that supports Salesforce data protection. It provides automated backups, versioning, and granular recovery options. Druva inSync also offers robust security features and data loss prevention capabilities.

Salesforce offers an out-of-the-box archival solution called “BigObjects,” which allows you to store and query large volumes of data for long-term retention. With BigObjects, you can create custom objects optimized for efficient storage and retrieval of historical or infrequently accessed data. It helps reduce storage costs and provides access to archived records when needed. However, third-party archival solutions on the Salesforce AppExchange may offer more advanced features and integration options for comprehensive data lifecycle management.

While the popularity and effectiveness of third-party archival solutions on the Salesforce AppExchange may vary based on individual needs and requirements, here are a few highly regarded options:

• OwnBackup Archiver: In addition to its backup capabilities, OwnBackup offers an Archiver module that allows you to intelligently archive and retain Salesforce data. It provides advanced archiving workflows, granular data selection, and robust storage options, ensuring compliance with retention policies and reducing storage costs.
• Jitterbit Harmony Archiving: Jitterbit Harmony Archiving offers comprehensive data archival capabilities, allowing you to intelligently manage and store historical data while maintaining data integrity. It provides automated archiving workflows, customizable retention policies, and seamless integration with external storage systems.
• Solix Cloud Enterprise Archiving: Solix Cloud Enterprise Archiving is a powerful archiving solution designed to optimize data storage and retention on the Salesforce platform. It offers advanced features such as automated data classification, policy-based archiving, and flexible data retrieval options for compliance and business requirements.
• SpringML Data Management Suite: SpringML Data Management Suite provides a range of data management solutions, including data archival. It enables you to create rules-based archival processes, define retention policies, and store archived data in various external storage options. It also offers data governance features for improved compliance.

These are just a few examples of well-regarded third-party archival solutions available on the Salesforce AppExchange. It’s advisable to evaluate their features, customer reviews, pricing, and compatibility with your specific requirements before making a decision.