Options for Salesforce backup
When designing a backup strategy, organizations have several approaches to consider.
No backups
Inaction can itself be an intentional action, but when it comes to backing up your data, it’s not recommended. The lack of any data protection exposes companies to major risks of business disruption, compliance violations, and even bankruptcy after data loss incidents. False confidence in native Salesforce recovery or recycling bin services leaves gaps that should not be left open.
Manual exports
Self-service data exports provide minimal protection at least, but require manual repetition, offer slow and limited restoration, and incur overhead for storage and compliance. A lack of metadata backups to complement the data backup and provide context only hinders full recovery.
Version control
The integration of version control systems (VCSs) as a mechanism for metadata and data backup represents a significant advancement over manual approaches...
