Best Tools for Backing Up All Sf Data - Answers - Salesforce Trailblazer Community
Trailblazer Community
Ask Search:
Gary PrinceGary Prince 

Best Tools for Backing Up All Sf Data

Hi,

I have been asked to investigate how best to keep back ups of our SF data. We currently use the standard weekly back up provided by SF but my company would like to be able to do this daily/on demand.

I'd really appreciate hearing what different people do/use in their orgs and any pros and cons of the tools.

Thanks in advance!
Gary
Jeff MayJeff May
What is the purpose this project?
Gary PrinceGary Prince
To be able to keep more regular back ups of our data than the standard provided by SF.
Amber BoazAmber Boaz
And you want to backup ALL your data daily?
Jeff MayJeff May
But you won't be able to load the data anywhere.  And, I suspect that unless you work for Amazon, your system redundancy is nowhere near the scale and capabilities of Salesforce.  In short, it would take you longer to figure out how to load the data into some database platform than it would take Salesforce to redirect onto their DR systems.

All that said, you could set up a massive data export set of jobs, using any of the middle tier integration tools and store the resulting csv files to a hard drive someplace.   dataloader.io has scheduling features and lets you store exported data to several shared storage platforms.
William TranWilliam Tran
Gary,

This knowledge article should help answer your question.

https://help.salesforce.com/HTViewSolution?id=000004037

How to backup and restore your Salesforce data?
Knowledge Article Number: 000004037 


DescriptionAn overview of available resources to backup, recover and restore your Salesforce data.


ResolutionWhile Salesforce maintains backups of data for disaster recovery scenarios and can recover data, it's important to back up your own Salesforce data locally in order to be able to restore it.  Doing so will help you avoid recovery fees and allow you to quickly recover your data whenever needed.

The following methods are available to save and backup your data locally.

Data Export Service

This service is available for users with the "Data Export" profile permission by navigating to Setup, Data Management | Data Export.  For more details see Exporting Backup Data.

Data Loader

The Data Loader is available for API Enabled organizations (Enterprise Edition and above by default) and can be used to export specific data.
See the Export Data documentation for more detailed instructions.

Report Export

Build a New Report containing the data that you'd like to backup
Export the report and select Comma Delimited .csv for the Export File Format.


Salesforce Support does not offer a comprehensive data restoration service. The backup and recovery process is intended to provide CSV files which administrators will need to use with available import tools to re-insert records back into Salesforce.  Alternatively, you may contact your Account Executive to discuss engaging Professional Services to reload the data on your behalf for an additional fee. If you're enabled for checkout you can locate your Account Executive's contact details in the Checkout Summary page which is available while logged into Salesforce by clicking here or alternatively you can dial 1-800-NO-SOFTWARE.

The following methods are available as potential means to recover and restore data if a backup file is available:

Before pursuing restoration by re-inserting new records from a backup file, ensure that you have exhausted all possible scenarios and options outlined in the article, How to retrieve my records and data that has been lost or deleted. The following methods are available to potentially restore deleted records that haven't been hard deleted or emptied from your org's recycle bin:

Restore records Using the Recycle Bin.  When available, this is the best alternative because record relationships (activities and attachments for example) may be restored automatically.
If there are too many records to manually restore, API Enabled orgs may be able to leverage additional client tools such as Workbench to restore multiple deleted records. See How to restore multiple records that are in recycle bin for more details.


If the data has been emptied from or you're unable to restore a record from the Recycle Bin administrators will need to re-create the records as new using data contained in a backup file.  You can re-create the records using available data import tools to re-import or insert the deleted records to effectively restore them.  See Which Data Import/Export Tool Should I Use? for an overview of all available tools and note the following:

All newly "inserted" (i.e. created) records will receive a new unique record Id and administrators will need to take this into consideration when restoring records that share relationships to one another. Previous record Ids contained in backup files for objects will need to be updated or replaced in each file with newly assigned record Ids to properly relate them to one another upon import.
Replacing or updating prior record Ids with new record Ids will need to be done externally using Excel's vlookup function or alternatively, an administrator may consider creating a custom External Id field to store prior record Ids for use in relating records to one another upon re-import.  See Inserting, Updating, or Deleting Data Using Data Loader for more details on using an external Id field for matching each related object's records on Upsert and Data Loader and relationships for an example of this in practice.
To preserve historical audit field data (Created & Last Modified by) when re-importing, you'll need to log a case to request enabling the create audit fields feature for your org.  See Considerations before having Create Audit Fields enabled for more details.Please Note: Overall planning, development and implementation of a strategy to manage record restoration falls outside the scope of Support's offerings.

If a backup file is unavailable to re-create the records you'll have to consider pursuing a data recovery. See Data Recovery Service and Cost for more details. 
Julia SalemJulia Salem
Hi Gary, you can schedule full Org backups, including metadata, multiple times per day with OwnBackup (https://appexchange.salesforce.com/listingDetail?listingId=a0N30000007p6RYEAY), which is a Salesforce AppExchange partner. And in case there's a data loss or corruption (which can happen more often than you think), restoring your data is just as simple. OwnBackup finds and isolates deleted/corrupted data and recovers it for you along with the children, grandchildren, etc. Good luck!
Mike NeelMike Neel
Hey Gary - great question. We recommend Reflection Enterprise (https://reflectionenterprise.com/) which can also be found on the Appexchange (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016aGEEAY). Reflection allows you to schedule and run multiple jobs, from multiple Salesforce Orgs (if needed) to multiple databases on unique schedules. You can schedule anywhere from every 5 minutes to once a year if desired. You can also run manual backup jobs. 

Restoring data is also simple and straightforward. Depending on your requirements, there are a variety of implementation options. You can choose fully on-premises, a hybrid option, or cloud hosted. There is a 14-day free trial for testing purposes if you're interested!
Wang YenWang Yen
As an alternative to the services that were mentioned above take a look at Skyvia (https://skyvia.com/backup/salesforce-backup). It`s a cloud-to-cloud backup solution that allows you to backup Salesforce data on a regular basis and does not require anything except a web browser.
Jeff PokrywkiJeff Pokrywki
Hello - Sesame Software & our product called Relational Junction can meet the following Salesforce business use cases : Backup/Restore requirements , Integration needs , reporting needs also to satisfy CRM complicance and much , much more. To arrange a demo, please email me directly to discuss your business needs and how we can help. Thank you.                                                                                                                                                                                                                        www.sesamesoftware.com                                                                                                                                              jeff.pokrywki@sesamesoftware.com