![]() There are many articles discussing salesforce data recovery and backup online with which you will have a better understanding of this topic. Along with data recovery, you need to give careful consideration to Salesforce metadata backup and recovery too. Any intentional or accidental change you make to this metadata is irreversible.įor this, it is critical to grant metadata permissions diligently and a metadata copy to be maintained for each restoration. However, metadata is a configurable setting containing custom code of the pages, fields, reports, layouts, dashboards, etc. Data is a simple record of accounts, leads, contacts, etc. Data and metadata are different things in Salesforce. Many people are downplaying the need for metadata backup when they think of data backup and restoration plans. In this article, we will further discuss some of the key data recovery and backup practices that will help reduce the risks related to the same and reduce any risks associated with improving business efficiency. In comparison, aligning teams and individual teams with these strategies can also be overwhelming at the beginning.Ī well-delineated data recovery plan will help you safeguard your valuable data for business administration and let the users element their data projects without any friction. It is imperative to maintain data integrity to ensure effective rendering of all the processes and maintain relationships between data for better productivity. Having a dedicated strategy for Salesforce data management will help streamline your business workflows. Why do Organizations need a Data Recovery Plan? So, the organizations need to focus on a strong and continuous data backup strategy and recovery procedure to ensure data security. Salesforce does maintain its data copies, but when there is a case of any data loss, recovery can be costly and time-consuming with Salesforce’s native data recovery service. ![]() It is very important for the tailored Salesforce solutions where flawless mapping data is the key to Salesforce CRM success. Data management is one of the most crucial aspects of any Salesforce implementation.
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