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Salesforce Data Backup Strategy

Data Export

  1. Weekly or monthly (Professional/DE)
  2. Doesn't include Formula or Rollup summary
  3. Export is queued and timing is not guaranteed
  4. Large Files could be split into batches thus separate Exports. 512 MB (approx.) of each file sizes
  5. Email is sent with URL of downloadable zip, which is deleted after 48 Hrs
  6. Column heading are not ordered, so further reprocessing of exported file should rely on Column Names rather than their position
  7. Only Active User can run Data Export, even for the scheduled jobs
  8. Not supported in Sandbox

Data Loader Export wizard

Export the data manually or through Command Line Data Loader that can be converted to a scheduled through the script. Basically, the script which calls Data Loader to extract data from Salesforce can be scheduled through Operating System provided scheduler.

Full Sandbox Copy

Expo As the name suggest, a Full Sandbox Copy can be taken regularly as a backup strategy. As per the enterprise backup strategy, more Sandbox could be purchased.

Salesforce to Salesforce Synch

An entire new Salesforce Production Instance could be purchased to maintain 100% availability on top of Salesforce provided availability. Salesforce does provide a Service where one Production server could be synched with another Production Server located in different geographical location. Integration Platform, Router, etc. could be set up to failover on active node thus providing 100% availability.

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