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Data Backup Routine

Clients must review the Best Practices of Salesforce Data backup and restore strategy before going live to prevent unintended data loss.  It is possible to lose critical business data even with the Salesforce cloud platform.  Read the article to understand why.

If you don’t have a commercially available backup solution in place, you must at a minimum schedule Salesforce Weekly Export Service. Salesforce backs up data once a week in the CSV format. Restoration from the CSV format is time-consuming and error-prone.

When scheduling Data Export, ensure to include all data. Salesforce only keeps the backup zip file for 48 hours; ensure to download it to your computer.

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