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Essential Toolkit for Enterprise Salesforce Data Protection and Backup

If you are using Salesforce CRM as your enterprise platform, it is important to consider optimum data protection and management. If you use the Weekly Export feature of Salesforce, then you may want to consider the step-by-step process to recover your valuable data in case of any corruption or loss.

Salesforce Data Protection

There are many data protection tools out there, but not all of them are created equal. In fact, an enterprise needs to think of various tools in order to ensure end-to-end data protection. This article will review the top seven tools required for ensuring the strongest data protection strategy.

Essential enterprise data management tools

Data backup tools

An ideal data backup tool with robust data protection will be offering much beyond just the weekly snapshots and on-premise data integration. An ideal backup tool must support a large and complex which consists of millions of data records.

Another thing to consider along with data is metadata. Along with metadata, you have to consider personal accounts, knowledge articles, orphaned records, files, attachments, and sandboxes, etc. Similar to data, you have to ensure metadata backup too. Otherwise, you will fail to rebuild the custom settings and mappings even when you recover your valuable data. So, while thinking of data backup tools, you have to consider the entire Org's data and metadata on a daily or much frequent basis to ensure an optimum level of Salesforce data protection.

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Data export tools

With huge data sets to be managed, many enterprises prefer to do the integrate the same with SQL databases for doing more complex offline processing. You may want to do the export of data to SQL or other data recovery or data continuity options by leveraging ETL or BI tools. There are many such options available in the App Exchange, which you have to seriously consider their data backup and export features to choose the appropriate ones for you.

Data archive tools

You can see that the organizations' data archives may become heavy at lightning speed. However, you cannot get rid of these huge historical data volumes, which may be of use in the future. This is the point where you have to think of data archives. Archiving tools need to effectively take up this process with proper labeling, search capability, and specific objects within the attachments. These tools must have effective filters and options for setting customizable retention for large enterprise database archives to ensure Salesforce data backup recovery.

Archiving enterprise data at a place outside Salesforce can help to reduce any complexity in administering Salesforce. Doing so will allow the users to streamline the process and reduce the overall cost of data management. This approach will also help keep the Salesforce management approach lean and ensure top performance by reducing the complexity of the live data handling environment.

Data compliance tools

Meeting regulatory compliance in terms of data storage and usage is also very important for modern enterprises, and the authorities are implementing strict rules on sensitive customer data management. So, whether purpose you store the data, it should be compliant with many regulatory restrictions like GDPR or HIPAA and so on. Managing data by complying with such stringent regulations may be challenging to many organizations. In some cases, as with GDPR mandates, you are only allowed to store the data for a specific maximum time which is necessary to meet your business needs. In such cases, you need to maintain your data stores for longer periods to avoid loss in case of any data mishaps.

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Data admin tools

Suppose you have not ever lost your data and assume it may remain the same. In that case, you may be simply wondering to see how often data loss happens to organizations and the aftereffects of the same beyond your imagination. This happens on a daily basis in different parts of the world, including many Salesforce enterprise users. This may sometimes be the fault of the data admins, and in many cases, it may be simply one among many users who spoil the data accidentally or knowingly. So, database admin tools for proper administration are essential for enterprise data management. On searching at the App Exchange store, you can find plenty of options available for the same. Ensure that you have at least a couple of proactive data administration tools in your arsenal which can keep you monitoring, comparing, and finding the Salesforce data easily.

Strong data recovery tools

You must have strong data recovery tools to help restore the data at different granular levels as Org, field, file, record levels, etc. In case of a data loss, rather than being left with the need to revert to a previous backup snapshot, you may be left with options like overwriting all else in the middle. It is your capacity to instantly identify what data is missing and how soon you can restore the same decide your value in data management.

For big organizations, you may doubt having a data policy or a strong sense of your RTO (Recovery Time Objective). RTO refers to the time you are willing to get it done, and RPO refers to the Recovery Point Objective. You must also consider the volume of data you can lose and at what point of recovery you end up will also influence the backup frequency you plan for. You may also have the ability to compare the current with old data. With the custom set frequency, retention point, and comparison of current vs. historical data, you need to analyze your data recovery impact to plan it well.

Enterprise Security Tools

Modern enterprises also bear a bigger liability for data protection and higher business risk. There are more comprehensive and stricter policies mandated to protect enterprise assets and data privacy. Pressure for compliance is there from internal sources and also from external regulatory bodies. With these, security tools should also be in pace with the changing business strategies to ensure optimum data security and confidentiality.

You need to analyze your business needs in light of the changing data management requirements and regulatory specifications to find the top tools that can serve these purposes well. There are plenty of tools available in each of the above categories at the App Exchange, which you can explore, compare, and identify which suit the best to your needs.

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