Protect Your Business: The Importance of CRM Backups

When it comes to managing customer relationships, businesses rely on Customer Relationship Management (CRM) systems like Salesforce. These systems hold mission-critical data, such as contracts, license information, employment history, orders, shipments, credit card information, patient records, and other sensitive data. However, many businesses do not consider the importance of backing up their CRM data until it’s too late. In this blog post, we will discuss why CRM data backups are essential.

Why Are CRM Data Backups Essential?

The loss or damage of mission-critical data can severely impact a business, and even bring operations to a halt. A data backup strategy ensures that if something goes wrong, businesses can restore their data and keep running without losing critical information. For Salesforce customers, a CRM data backup strategy should be in place from day one of implementation.

What Are the Most Common Causes of Data Loss?

While Salesforce has a robust platform, data loss can still occur due to various reasons. The most common cause of data loss is human error, such as accidental deletions or changes made to records. A runaway job during nightly processing can also result in data loss. Other causes of data loss include system failures, data corruption, and malicious attacks.

What Are the Backup Options for Salesforce Customers?

Salesforce customers have several backup options available, including OwnBackup, Skyvia, and Salesforce’s native data export tool. Each of these options has its pros and cons, and businesses should choose the option that best suits their needs.

  • OwnBackup is a cloud-based backup and recovery solution designed explicitly for Salesforce data. It provides businesses with a comprehensive backup and recovery solution, including data backups, automated testing, and data comparison tools.
  • Skyvia Backup is a cloud-based data backup solution that allows businesses to create scheduled backups of their Salesforce data. It offers features such as custom backup frequency, full or partial backup, and flexible data retention options.
  • Salesforce’s native data export tool is a free and straightforward option that allows businesses to export data from their Salesforce org into CSV files. However, it requires businesses to manually download the data and keep track of their backups, making it less ideal for larger businesses.

Trust...But Verify

Creating a backup is only the first step in the process. Ensuring that the backup can be restored and verifying the accuracy of the data is critical. Unfortunately, there have been news stories about companies who believed they had backed up their data, but they could not recover it. To avoid this, businesses should perform regular backup testing and verification steps, such as importing the data into a sandbox and inspecting it.

Getting Help for Your CRM Backups

At Cloud Notions, we understand the importance of backing up your mission-critical data. We have experience working with Salesforce customers of all sizes, and we provide a range of backup solutions to meet your needs. Our team of experts will work with you to design a backup strategy that fits your business requirements and budget.

Want to Learn More?

We'd be happy to dive into details or answer technical questions.  Feel free to contact us today!