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The Complete Guide to Salesforce Backup & Restore

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The Complete Guide to Salesforce Backup & Restore

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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

Data success starts here

Odaseva helps Salesforce enterprises protect their most valuable asset – data.





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Backup and Restore

Keep customer data secure, intact, and available with the most powerful backup and archiving tools.

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Data Archiving

Data Archiving

Optimize system performance, automate compliance, and reduce storage without losing access to your Salesforce data.

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Data Compliance

Take full control over your data lifecycle and solve privacy compliance issues at the root.

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Data Automation

Move data between production and non-production environments, to sandboxes, and outside Salesforce.

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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.