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.