Did You Backup Salesforce?
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501c3 Technologists provides IT support and focuses on Salesforce solutions for small nonprofits in Chicago. The document emphasizes the importance of backing up Salesforce data due to user errors that can lead to data loss, despite Salesforce's built-in redundancy measures. It advises nonprofits to implement additional backup strategies, including manual exports and third-party tools, to ensure data recovery when needed.
Did You Backup Salesforce?
- 1. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Five Words You Never Want to Hear “You didn’t have a back-up?!” August 22, 2011 Charlie Havens, Presenter Building powerful Salesforce solutions for Chicago’s nonprofits. www.501c3technologists.com
- 2. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits About 501c3 Technologists • IT support to small nonprofits in the Chicago area region since 1999. • Our clients’ staffs tend to be small, but their data needs are critical. • Our focus is Salesforce solutions. www.501c3technologists.com
- 3. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Be Prepared! • "Didn't you tell us that Salesforce was a safe harbor for my data?" "Weren't we told that the Cloud is reliable?“ (Yes, and yes!) • Still, nonprofits need to adhere to the Boy Scout’s motto when it comes to this matter: Be prepared! • Today we discuss the “why” and “how” of backing up Salesforce, explore various back-up options, and review Salesforce’ practice regarding your access to recovering deleted records. www.501c3technologists.com
- 4. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Pop Quiz! • Five poll questions. • As the poll questions appear select your answer and hit the submit button. www.501c3technologists.com
- 5. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Why backup Salesforce, aren’t they taking care of that for me? www.501c3technologists.com
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- 9. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits The Facts • Network components are configured for redundancy. • Data written to multiple disks each each time a record is saved. • Data is backed up nightly to a separate backup server and high speed automatic tape library. AND…the backup tapes are cloned! • Cloned tapes are transported to an off-site fire-proof vault. • Copy of the nightly backup is transmitted to a separate facility on a different coast from the originating server. • Back-up storage facility designed to withstand catastrophic events. • Disaster recovery plans are in place. www.501c3technologists.com
- 10. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits With all that redundancy and backup, I can retrieve whatever has been lost. Right? PERHAPS! www.501c3technologists.com
- 11. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Possible…but Costly Data restoration = a minimum of $10,000 paid upfront, and a minimum wait of 15 business days (3 weeks). P.S. restore data files do not include meta data, formulas, fields, or roll up summary field data. www.501c3technologists.com
- 12. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Hah! No earthquakes near here! Most Salesforce data losses occur because of user actions. How could user error cause data loss? • Mass Delete Records • Delete Objects • Delete Fields • Import malformed data www.501c3technologists.com
- 13. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Mass Delete Records lets you mass delete multiple records within the following objects: • • • • Accounts Lead Activities Contacts www.501c3technologists.com • Cases • Solutions • Products
- 14. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits • Deleted custom fields stored for 15 days, or until you permanently delete them, whichever occurs first. • You can permanently delete records; restoring deleted records requires data exports. www.501c3technologists.com
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- 17. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits • Choosing to Undelete a Field will not restore meta data, layout settings, etc. • Deleting and restoring records is a simpler process if the 15 days has not passed. www.501c3technologists.com
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- 20. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Deleted Custom Objects • Deleted Custom Objects available for 15 days within the Deleted Custom Objects List found at: j User Menu (Your Name) > Setup > Create > Objects • Once located, they can be Erased or Undeleted. • Undeleting Custom Objects does not restore work flow rules and other customizations. • Customizations need to be manually reset. www.501c3technologists.com
- 21. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits The Bottom Line Data can be deleted by users…even permanently deleted…even wrongly permanently deleted. To restore it you will want to have copies of your data. www.501c3technologists.com
- 22. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Options for Exporting, Backing up, Archiving • Export data manually or on a weekly or monthly schedule. • With an Oracle license, database hardware, application server hardware, application server license, and access to an Oracle DataBase Administrator, replicate your data entirely on your on-site server… NOT VERY LIKELY. • Third party products let you copy your data to somewhere else. www.501c3technologists.com
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- 31. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits What good is backup, if you can’t restore? • Investigate and evaluate what Apps restore and what they do not restore. • In evaluating third party options, ask what additional functionality can be gained through their products, over the built in tools. www.501c3technologists.com
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- 39. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits In Conclusion… • Schedule Salesforce to do weekly exports. • Find some additional method of backup, export, archive, and use it. www.501c3technologists.com
- 40. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Thank You! Charlie Havens www.501c3Technologists.com Cell: 773-848-0154 Email: Charlie@501c3t.com Wooded Isle Inc. 1507 E 53rd St., #135 Chicago, IL 60615 www.501c3technologists.com
- 41. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Your Responses? Charlie Havens www.501c3Technologists.com Cell: 773-848-0154 Email: Charlie@501c3t.com Wooded Isle Inc. 1507 E 53rd St., #135 Chicago, IL 60615 www.501c3technologists.com
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