Thursday, 9 December 2021

DevOps for Salesforce

5 Critical Requirements for Salesforce Back up Success
Is your Salesforce data at risk?
Hundreds of thousands of companies rely on Salesforce to transact business and store their mission-critical data. While SaaS platforms like Salesforce are built to be highly available and scalable, they can’t protect against data loss due to human intervention. Accidental or intentional deletion of data and bad code can bring business to a standstill.
Having an effective back-up and recovery plan for all enterprise data is essential. But, how do you back up your data in a way that can handle the complex dependencies of Salesforce data and metadata? Will your back-up solution really be able to restore the data you need, when you need it?
In this session, you will learn the 5 must-have capabilities for your Salesforce back-up and recovery solution, why they are important, and what you can lose if you don’t have them.   

Register Now!









What Should I Do After a Salesforce Data Loss Event?

Data loss events are unfortunately common. There are many scenarios that can result in the corruption, loss, or exposure of sensitive data.

Improperly guarding against or handling a data loss event can lead to loss of customer trust and even a failure to meet data security regulations.

These events can be the result of the efforts of a cybercriminal, natural disaster, or even simply an error by a team member. A thorough data security plan will do well to protect your business against many of these scenarios, but it’s impossible to guarantee complete security against a Salesforce data loss event.

So what should you do if your Salesforce system data becomes compromised or exposed? How do you mitigate the damage, protect your employees and customers, and remain in compliance with government data security regulations?

Here are 7 steps to take after a Salesforce data loss event:

1.      Assess What Data Was Lost or Exposed

2.      Recover Data from a Backup Repository

3.      Analyze How the Event Occurred

4.      Institute New Policies to Protect Against Cause

5.      Examine Current Toolset

1. Assess What Data Was Lost or Exposed

The first step is to figure out what areas of your Salesforce system—and what sets of data—were compromised, lost, or exposed. The type and quantity of data will dictate how you will need to proceed.

Once you ascertain which data has been affected, you should ensure that whatever caused the event is put to a stop.

2. Recover Data from a Backup Repository

Returning to operations is going to be a priority after a Salesforce data loss event. System data, personal data, and metadata will all impact how your Salesforce system functions. This will also function your ability to conduct business and provide essential services to your customers.

A current data backup repository and the ability to quickly restore it are essential to returning your system to operations.

3. Analyze How the Event Occurred

Now that your bases are covered as far as notifications and returning your system to operations, it’s time to figure out how this happened so you can work toward avoiding it in the future.

Work backwards from the Salesforce data loss event to determine the cause. Running various access reports and system audits should be able to point you toward the moment of incitation.

4. Institute New Policies to Protect Against Cause

Take what you’ve learned through analyzing the event and discuss it with your colleagues. What tools can be implemented to guard against this in the future? Are there any best practices that can be communicated with team members that will reduce the likelihood of a repeat occurrence?

There is an opportunity to learn from every mistake—and a data loss event is no different.

5. Examine Current Toolset

A major aspect of protecting yourself against Salesforce data loss events in the future is to consider which tools you currently have in place to protect your system.

We’ve mentioned the importance of a data backup and recovery system. If you don’t currently use a backup and recovery tool, you need to start immediately.

Your Salesforce DevOps pipeline can be a great asset. Introducing secure updates and applications goes a long way to preventing future data loss events. Utilizing a complete Automated Release Management system not only produces better products, it also ensures structural stability to prevent software crashes and data security vulnerabilities.

Friday, 3 December 2021

5 Ways to Get the Most from a Salesforce Data Recovery Manager

Data loss events are impossible to completely guard against. Cybercriminals, user errors, natural disasters—there are simply too many potential sources of system failure.

This is why a current and reliable data backup system is required to properly protect your Salesforce DevOps environment. However, this is only the first step to adequately addressing this issue.

A Salesforce data recovery manager takes the data from your backup repository and reinstitutes it into your live environment. An absence of this functionality leaves you in the same place as if you didn’t back up your system data in the first place.

But how can you be sure you are getting the most from your Salesforce data recovery manager? Here are 5 tips to help you see the greatest returns:

1.      Properly Set Up Your Backup

2.      Automate Frequent, Recurring Backups

3.      Include Metadata in Your Salesforce Data Recovery Strategy

4.      Archive Unused Data

5.      Utilize a Reliable Backup + Recovery Tool

1. Properly Set Up Your Backup

Data recovery can be dictated by your specific needs. The two main metrics that will dictate the breadth and frequency of your Salesforce data recovery strategy are your Recovery Point Objective (RPO) and your Recovery Time Objective (RTO).

RPO and RTO will help align your efforts toward a specified goal that best suits your company after a data loss event.

2. Automate Frequent, Recurring Backups

A Salesforce data recovery manager isn’t going to do your company any good if you don’t have a reliable and recent backup repository to pull from.

A powerful data backup tool should be automated to take snapshots of your Salesforce environment at repeated intervals. The frequency of these backups will depend on your particular needs.

3. Include Metadata in Your Salesforce Data Recovery Strategy

It can be easy to overlook metadata when you are in the process of rebuilding your system after a data loss event. But you are going to have difficulties returning functionality to the way it was before if you don’t include metadata in your recovery strategy.

Metadata has a direct impact on many aspects of your Salesforce environment and failing to back it up will leave your team with redundant work.

4. Archive Unused Data

Data archiving is the process of identifying unused data, moving it out of the production system, and storing it in long term storage.

Archiving unused data makes it easier for your Salesforce data backup and recovery tool to perform its functions because it doesn’t have to waste time with unnecessary information.

5. Utilize a Reliable Backup + Recovery Tool

All Salesforce data recovery managers are not created equal. Finding a single tool that has the ability to backup and restore system data—along with archiving, replicating, and other functionalities—will provide the greatest return for your company.

A reliable and reputable Salesforce data recovery tool can be the difference between quickly returning to operations after a data disaster and experience long term negative effects.

Data backup and recovery tools are an aspect of a fully optimized DevSecOps pipeline. Combining the power of these tools with others like static code analysis, continuous integration, and continuous delivery/deployment will create a streamlined operation that is secure.