Does your Salesforce organization require a third-party data backup service? Considering the Sales force’s strong recommendation for a data backup product, this is not surprising. Salesforce has built-in data security mechanisms, but they aren’t robust enough to secure your whole enterprise’s data in case of a data breach or loss.
With Spanning Backup for Salesforce, Platinum Partner has developed a cost-effective data protection solution. All of the essential information on spanning backup is provided here. Using this information, you can decide about Spanning backup as a backup solution for your Salesforce data.
- Why Use Spanning Backup to Prevent Salesforce Data Loss?
The lifeblood of every business is its CRM data. This software allows you to operate your business as if it were a one-stop shop for everything. Access to data from your business’ divisions must be virtually instantaneous for your firm to run well. If your Salesforce CRM data is interrupted, lost, stolen, or altogether unavailable, your company’s activities will be put at risk. When you back up your Salesforce data, you lessen the chance of losing data, and you have a sound data recovery strategy in place.
- Less Chance of Salesforce Data Loss by Using Spanning Backups
For another reason, Salesforce doesn’t have good data security against human errors, so you should backup your data. Yes, Salesforce have effective enterprise-level security mechanisms to protect you from external hostile data threats. On the other hand, Salesforce does not safeguard you from data loss caused by human mistakes.
But it’s fair to say that Salesforce advocates using third-party backup services. Even before discontinuing their data backup and recovery services in July of last year, they urged customers to use backup software. To make their customers aware that they lack standard backup features, the CRM giant made it clear.
- Backing Up Your Data Is Essential
These capabilities allow Spanning to effortlessly and effectively back up your Salesforce data. It also allows you to set a custom backup schedule based on your Salesforce usage and preferences. All of your data backups may be stored in the tool for as long as possible.
- Automated Backups
With spanning, you may choose a specific time for daily automatic backups. It also automatically backs up your Salesforce org data, ensuring that you always have an up-to-date copy of your data. Backups operate in the background and do not interfere with your work in the Salesforce data recovery service.
- On-Demand Restore Options
Using Spanning, you may copy and manually back up your Salesforce data. Spanning offers the option of manual on-demand backups as well. Most of the time, on-demand backups are used before any substantial modifications, or data imports occur in the system. Automated backups can also be added on top of this. With Flosum services, you can make the right choices.
- Data Recovery
With Spanning, you can swiftly get your system back up in the event of an emergency shutdown or data corruption. To recover your backed-up data quickly, you don’t have to leave your Salesforce org. Salesforce data and metadata may be restored at any point in your backup history. Spanning will bring the desired data back into your Salesforce environment with a few clicks.
- The Ability to Reclaim Lost Data
Seventeen different types of information may be backed up and restored using Spanning’s backup and restore capabilities, including the most widely used ones like Workflows, Pages, and Emails. Using Metadata Restore, you may quickly get the data you need from Spanning without leaving your organization.
- “Gracious” Restoration
Using Granular Restore, you can recover whole records, particular fields from changed forms, and associated child records. During your granular restoration procedure, you may also overwrite field values.
- Self-Recovery by the End-User
Enable Spanning Backup’s End-User Self Recover functionality to provide your end-users the ability to restore data on their fields. On the record fields, they are permitted to alter; users may rapidly get data. You can use Spanning by your Salesforce org’s set roles and permissions. Using Spanning’s End-User Self-Restore capability, only records that a user may access and edit in Salesforce can be used.
- Self-Recovery by the End-User
Refreshing a sandbox’s information by importing new data from its source org is Salesforce sandbox refresh. Spanning’s Compare Metadata tab makes it easy to renew sandboxes. A direct comparison of sandbox and production modifications may be seen here. Color-coded information components allow users to identify differences before the sandbox update. It’sUsing Sandbox Seeding, it’s possible to import data from the production org into the sandbox. Seeding to a sandbox can even be done anonymously in some cases.
- Revisions to Salesforce Data Loader’s Field Mapping
It is possible to import and export large amounts of data with Salesforce Data Loader. When using this program, you may map the erroneous fields, resulting in data loss. Spanning backup allows you to make up for the Data Loader field mapping mistakes. Uploading an import file with the Salesforce IDs of the impacted records may access spanning. Spanning will automatically repair the mapping if you choose your restoration settings.
- Dashboards That May Be Adapted To Suit the Needs of the User
Your latest backup actions and modifications to your most essential item types are displayed in an easy-to-understand dashboard with color-coded icons. You can also see how much of the Salesforce API you’ve used on the dashboard.
- Audit Trail
Your Salesforce org’s backups and restores may be examined in detail. All of your team’s actions in Spanning Backup are recorded in the Audit Log. The Audit Log also provides access to historical data and error reports.
- The Use of Email and Chat to Post Status Updates
Email or Salesforce Chatter may notify you of backup and restoration efforts. Spanning’s user-friendly UI now includes all of these essential functions. Salesforce and Lightning Experience are also entirely connected. Due to its smooth Salesforce connection, you won’t even notice that you’re using a third-party backup service.
Conclusion: Backup for Salesforce That Is Easy To Use
When it comes to backing up Salesforce data, there’s no better option than Spanning Backup. Spanning backup is an excellent investment to prevent operational challenges caused by digital data crises such as lost or corrupted data or the theft of digital data files. Using its simple yet effective capabilities, you can easily backup and restore any part of your Salesforce org and sandbox. The product incorporates special security procedures to protect your company’s data from internal and external dangers, including human error.
