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Guide

The Complete Guide to Salesforce Backup & Restore
Authored by:
Sovan Bin, CEO and Founder & Salesforce Certified Technical Architect, Odaseva &
Daisuke Kawamoto, Director Product Management, Salesforce
Why and how should you backup your Salesforce data?

As Salesforce customers with large data volumes and complex data models, it can be confusing trying to understand why and how you should backup data and metadata, what restore strategies and processes should be in place, and how to minimize transformation when restoring data.

In this guide, Odaseva and Salesforce experts share guidance and best practices including:

  • Key backup considerations including what to backup, how to backup, and which API is best to use
  • The importance of implementing a restore strategy to mitigate the risk of data loss and ensure business continuity
  • How to minimize the effects of transformations that can occur when restoring records

Download the Guide

This Guide has been awarded a Berkeley STC Touchstone Award

33871486-0-STC-Mod3

Data success starts here

The Odaseva platform is designed to help large-scale Salesforce customers excel at all three disciplines of Salesforce data management.

3-Pillars

About Odaseva

Odaseva is the leading Enterprise Data Platform for Salesforce, offering powerful tools to keep Salesforce data protected, compliant, and agile. Industry leaders like Schneider Electric and Manulife rely on Odaseva to ensure business continuity, respect customers and regulators, and move Salesforce data to any system—with the strongest security, performance, and expertise available. Learn more at odaseva.com.