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Salesforce backup and recovery best practices are crucial for ensuring data integrity, security, and business continuity. Here's a step-by-step summary of the key practices:
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Schedule regular data exports in Salesforce to back up your data. Use the Data Export Wizard to export all objects periodically, ensuring you have a complete backup.
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Consider third-party backup solutions specifically designed for Salesforce. These solutions often provide automatic backups and offer more granular control over data recovery.
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Create custom reports to track key data metrics and regularly export them as CSV files for backup. Reports can serve as lightweight backups for smaller datasets.
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Use source control systems like Git to track changes in Salesforce metadata, ensuring that customizations (Apex, Visualforce, etc.) are backed up separately.
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Review Salesforce’s native data recovery options, such as the “Data Recovery Service,” which Salesforce provides in cases of critical data loss. Ensure you understand the recovery timelines and procedures.
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Regularly test your backup and recovery processes to ensure they work correctly. Periodic tests will help you identify issues before data loss occurs.
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Keep an eye on Salesforce storage limits to avoid running into problems during backup or recovery.
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