Data Backup Routine

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

https://help.salesforce.com/articleView?id=000334121&language=en_US&type=1&mode=1

Spanning AppExchange Listing:

https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B51BgEAJ

OwnBackup AppExchange Listing:

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000007p6RYEAY

The per-user cost of an Own Backup is lower, but they require a minimum annual contract.

Without Spanning or OwnBackup, Salesforce Weekly Export Service must be scheduled at a minimum. Salesforce backs up data once a week in the CSV format. Restoration from the CSV format is time-consuming and error-prone and could cost many labor hours.

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