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Data Backup as a Crucial Aspect of Salesforce DevOps Strategy


Salesforce DevOps Strategy

There is a paradox about the backups when it comes to enterprise data management. Everyone will agree to the fact that backup is essential for protecting data, but most of the time; this need for backup is easily neglected. This is one reality faced by various Salesforce teams. Perhaps, you may work for a bigger enterprise, and there are different policies on the backup and restoration process. On the other hand, sometimes, you may be at a startup where you try to manually backup the Salesforce data on an ad hoc basis.

When we asked about the data backup tools, about 61 % of the respondents have data backups, and about 20% are planning to adopt them soon. However, it is an alarming fact that about 40% is the organizations are without any backup of their data in case of Salesforce configurations. Therefore, the wisdom to be kept about data backup should always ‘be prepared for the worst and hope for the best. In real-time practice, this saying is often translated to finding an appropriate backup process or tool and to get some peace of mind by hoping you never need to think about a restoration again.

The basic problem with such a process is that the backup tool is unknown when there is a problem and when you need it the most. The pressure of data loss is compounded by the challenge of the recovery process when needed. Downtime gets extended, and the overall cost of the destruction exacerbates to put your business in trouble.

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What is the solution?

Experts advocate various approaches to ensure that backups are made an integral part of the DevOps tooling. A comprehensive web solution must be devised to handle the metadata and data deployments perfectly through automated CI/CD releases and Salesforce backup. Further, we will discuss the key reasons why comparing DevOps and backups is the best approach for enterprise data management.

On-demand backups

As we can see, automated backups with salesforce DevOps tools are the frontline of any given backup solution, but it is crucial to run some additional backups too on-demand. Data loss can be caused by the changes made during development, so it is essential to run an extra backup before any risky releases, which will help the teams avoid any costly data loss or downtime. Ideally, on-demand backups may also take a little effort, which you cannot keep by backing up while needed just because you are short on time. Setting up an addon backup before any risky release is one click away from the same app you use for the release. Like the automated backups, on-demand backups are also be made full for backups for data and metadata. If you identify losing some data or the configuration got corrected, you will further have the latest data and metadata backup safe in hand.

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Secure and compliant backup storage

The backups are thought to be a safety net for ensuring business continuity in any data loss or catastrophe. However, for many organizations, backups are considered a requirement for ensuring compliance with the legislation related to data handling. In this case, it is also important to consider how the data is getting stored. Data not only has to be held securely, but you also need to abide by the retention policies, which determine how the long backup data should be kept. In many jurisdictions, the customers will also be able to instruct the companies as to which all data to be kept and which needed to be erased.

All serious backup activities must comply with these requirements. However, it is easy to ensure compliance and security while working with your number of third-party tools as data is processed and held in limited places. Various solutions bring the DevOps and backups together, which means you have to contact security reviews.

Restoration process that works

Data backups ultimately mean to come to an endpoint of restoring the lost data. This is the right measure of the efficiency of any backup solution. If you fail to restore the data quickly and completely when needed with immediate effect, your data backup has little value. You should not underestimate the complexity of restoring the data manually to your Salesforce in case of failure. This is not just about replacing the data, which is lost. But you may also need to restore the metadata very often. This will require some powerful tools, which the entire team must be familiar with to ensure restoration.

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That can be bottlenecks in any given process, which comes up as a challenge. However, the bottlenecks in case of backup and restoration may cause some unacceptable delays and business loss. For example, if only a few proportions of your team have access to the backup rules and know how to use this, you may be relying on them. In other terms, you may be running a slower restoration than what is expected.

The permissions team leaders and managers can set up at their discretion to ensure data security may include:

  • View status of backup
  • Browsing the backup data
  • Executing the key functions like run, disable, enable, reschedule, etc.
  • Editing the backup
  • Deleting the records or even deleting the entire backup tasks at all backup data.

DevOps and backups combined will come with greater power than the sum of their parts. By bringing the backups under the same roof as DevOps tooling, you can enjoy a massive enhancement in its ability to backup and restore the Org. Replacing backup at the heart of the workflow is an important task to ensure that your restoration process is more secured, instant, and robust.

By now, you may have understood that backup is the crucial aspect of Salesforce DevOps strategy, which you need to give very careful consideration to. There are various tools and approaches for data backup and restoration under the Salesforce DevOps toolkit, which, if used well, can effectively take care of the entire gamut of your enterprise data backup and restoration.

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