What Features to Look for in Salesforce Data Backup Apps?
For Salesforce CRM users, data backup is one topic that is always exciting but confusing. For most people, the answer to the need for data backup is yes, but they are not sure how to do it in the best possible way to ensure data security. For admins, backup and restoration is a very long and drawn-out process, which is not attractive.Many professionals carry on their deep-seated assumptions about data backup and have many horror stories from their experiences.
In the case of CRM data, it is the lifeblood of any business. Any data loss or corruption may end up in a total disaster. It is also necessary to change the deep-rooted mindsets of the Salesforce admins, for which the Salesforce itself announces plans to retire their data backup and recovery services.This is the realm where the third-party backup apps come into the picture. It also enables the concept of spanning backups, which lets us explore further the features you should look for in data backup in relation to Salesforce by using third-party apps for backup.
Third-party Salesforce backup apps
Let’s explore some important aspects of spanning Salesforce backup and the features of the tools used for the same.
Monitoring the end of the backup job to end is a time-consuming process. You have to double-check the time, date, storage location, and data sets likely to drive the admins mad. You also have to look at it from the admin perspective as to whether they will be able to keep a close eye on the backups. The app’s interface is the first thing that you should consider making the backup task easier. The one who handles it should be able to deduce what is happening at a glance. First of all, spanning is something native to Salesforce, which means that it is built into the same source ecosystem itself.
Good salesforce data backup apps will provide you the upper hand that you need in CRM backup and restoration. The interface of a user-friendly app will be made in a more comprehensive, colorful, and instantly understandable way. With this interface, you can see the summary of all the latest backups out there with some quick actions to perform for repeat backup when needed and to initiate restoration, etc. With this interface, you can instantly access the restore option and run it anytime. The activity stream for viewing the recent history, monitoring the control option, etc., may consume some API calls.
On-demand data backups
We now live in an era where everything is on-demand. We can expect to perform the functions at one click with the kind of third-party tools we use for backup. You may initiate the backup in one click from the data backup tools. This can also be done in addition to the scheduled daily backups. It is important to have the most up-to-date snapshot in order to backup the latest one instantly, which means you can restore it quickly in the event if something goes wrong. This is also essential to ensure your business continuity without disruptions. An admin will also be able to make on-demand backups before they do any configuration changes or any mass imports. On-screen data backup and restore progress will also ensure that the backup cycle is tracked and completed.
Restore the settings
Moving from the backup to restoration, you can reinstate the backup to roll back to the original state as it was before. Using the spanning data restoration, there may be a wide range of options for restoration.Being presented with different choices; you will be able to easily identify how the organization can put each of these into different scenarios.
With an admin-friendly approach, one can search and select which data and which fields, and how deep the restoration should run. We can also administer two actions simultaneously as a restore and update. You may also take advantage of the right field value setting and other customizations regarding instructions given to do these installations. You can also pick it in terms of restoring the data as you choose. You may sometimes want to restore an account recordfor the last one month or so, for example.
Using the data builders, you will be able to compare the field values on the selected date with its current state and select or deselect what is more relevant to you. This will also remind you of the Salesforce records search interface. To think about what is shown to you in the records, you can take advantage of the unique selling pointsof the metadata restore apps.
Metadata restoration may go a step deeper than data restoration. Spanning restoration will support different types of metadata. This is key when it comes to restoration. You need to understand various types of metadata such as reports, dashboards, emails, objects layouts, profiles, permission sets, workflows triggers, classes, cover pages, and the flow definition. You can also consider the page layouts and objects to select for the backup. There are collapsible and organized interfaces that can do wonders when it comes to restoration.
You can also monitor and control the data backup and Restoration, which consumes API calls to be accessed directly from the dashboard. Some specific use cases are as below.
- Data loader connections: It is easy to map the wrong fields accidentally while using the Salesforce data loader. You may define and decide the restore settings, and spanning may take care of the rest.
- User self-restore – The admins can give the user’s self-restore capabilities, which is a fantastic differentiator for rest assured.Common spanning will always respect the roles and permission sets defined at Salesforce, for which it will record the users’ views and update from spanning in Salesforce.
- Sandbox refresh – When you compare metadata to compare the customization within the production or Sandbox directly, the third-party tools will tell you if there is something else to be added or modified.
These empower the users to do the low-level record registration in a safer and fastest possible way. This may also alleviate the workload of the admins and reduce any number of distractions that are caused by the lower-level transfers during backup and restoration.