爆料tv

The shared responsibility model is fundamental to understanding Salesforce security. Salesforce keeps the platform鈥檚 infrastructure running smoothly and securely. But your org鈥檚 data and metadata (e.g. accounts, opportunities, custom objects, everything your business depends on) is your responsibility to protect.

Here鈥檚 where many teams slip up. They hear 鈥渃loud鈥� and think 鈥渁utomatically backed up鈥�. Yes, Salesforce maintains backups for its own systems, but those won鈥檛 help when your sales team accidentally deletes opportunities, or when a bad data import overwrites months of information.

When crises like these happen, you need data and metadata backups to fall back on. Without backups, you鈥檙e dependent on Salesforce鈥檚 Data Recovery Service (which Salesforce itself does not want you to rely on) and rebuilding metadata 鈥� or perhaps deploying it from source control.

It鈥檚 important to remember, though, that any old backup won鈥檛 do. You need backups you can restore from quickly and reliably, to restore service for Salesforce end users with minimal disruption. In this article, we鈥檒l cover your options for Salesforce backup and setting up your team for success when data loss happens.

Setting up an effective backup strategy

An effective Salesforce backup strategy protects your whole org, enhances security and compliance, and helps you recover quickly from any incident.

Backup coverage

Your backups should reflect the complete working state of your org: the metadata that represents the structure and behavior of your org, your records, files and attachments.

While you should back up all your metadata to capture the shape of your org, backing up all your data isn鈥檛 actually the best approach. Some high-churn data objects aren鈥檛 business-critical, and in backup monitoring will look like large volumes of deleted and added records 鈥� noise that potentially conceals actual data loss incidents.

Backup frequency

The cadence for your backup runs will determine your recovery point objective (RPO) 鈥� a disaster recovery metric which sets the maximum amount of acceptable data loss, by time period. Most businesses don鈥檛 want to lose more than a day鈥檚 worth of data, so daily backups are essential. Many businesses also want high-frequency backups for their most critical data objects, reducing the RPO for those records to 1 hour.

Disaster recovery testing

When designing a backup strategy, your recovery time objective (RTO) 鈥� the amount of acceptable downtime before data is restored 鈥� has to be front of mind. Having backups is one thing; being able to restore quickly is another. Businesses need Salesforce back on track within hours, not weeks.

Testing your backups with different restore scenarios is essential, both as you set up your backups and then periodically. Run recovery drills at least once a quarter. For safety, restore into a sandbox rather than production. Check that all data relationships 鈥� such as master鈥揹etail and lookups 鈥� are maintained correctly. Time how long recovery takes, note any challenges, and update your runbooks so future restores run more smoothly.

Secure, compliant storage

Ad hoc backups of Salesforce data can be a temptation for teams that haven鈥檛 secured budget for backup tooling. But this approach is a false economy: storage costs will soon mount up. Worse still, these backups are often stored without the level of encryption data has in Salesforce 鈥� meaning backups are actually putting data at risk. It鈥檚 also incredibly difficult to comply with 鈥渞ight to be forgotten鈥� requests when backups are in countless CSVs.

Understanding Salesforce鈥檚 native backup solutions

Salesforce offers three native ways to create backups:

• Salesforce Backup managed package (paid add-on).
• Data Export Service (free, built-in tool).
• Salesforce Backup & Recover (formerly Own, paid solution)

Each works in a different way, and each has trade-offs that affect how quickly 鈥� and reliably 鈥� you can restore your data.

Salesforce Backup managed package

The Salesforce Backup managed package is a paid add-on you install into your org. You can customize your backup schedule, with backups stored within Salesforce鈥檚 own infrastructure. It鈥檚 designed to capture both data and includes a point-and-click restore interface directly inside Salesforce.

With the Salesforce Backup managed package, you benefit from:

• Delta backups 鈥� only the data that鈥檚 changed since the last backup is captured, reducing processing time.
• Files and attachments can be included in backup jobs.
• A backup dashboard, which visually shows you recent changes and backup status.
• On-demand backups, which allow you to trigger additional backups whenever needed.
• Trust boundary storage 鈥� all backup data remains inside Salesforce鈥檚 security perimeter.

However, it鈥檚 important to know this solution doesn鈥檛 back up Big Objects, skips objects without CreatedDate or LastModifiedDate fields, and is subject to Bulk API governor limits. Certain encrypted fields also need special permissions to be included. And because the backups live entirely inside Salesforce, they can鈥檛 be accessed during a Salesforce outage.

Data Export Service

The Data Export Service is a free tool included with Salesforce, available through the Setup menu. It creates a complete export of your records as CSV files and can optionally include files, images, and attachments (you鈥檒l need to check the 鈥淚nclude images, documents, and attachments鈥� box before running the export).

While simple to use, it鈥檚 limited to weekly or monthly schedules, meaning your Recovery Point Objective (RPO) could range from 7 to 29 days. Exports contain no metadata, and they must be downloaded within a 48-hour window before Salesforce deletes them. There鈥檚 also no sandbox support for practicing restores 鈥� something worth considering if you want to test your recovery process in a safe environment.

Salesforce Backup and Recover (formerly Own)

Salesforce acquired Own Data in 2024 and rebranded its backup solution as Salesforce Backup and Recover. A much more robust solution than the Salesforce Backup managed package, this represents Salesforce鈥檚 best answer for backup tooling.

The weak point for Backup and Recover is Salesforce metadata coverage, as its restore tooling only handles a small number of metadata types. It seems difficult to get predictable costs, since pricing is no longer public and users are reporting increases.

爆料tv鈥檚 enterprise approach to backup and recovery

At 爆料tv, we take a different approach to Salesforce backup 鈥� one designed to make recovery faster, more reliable, and more aligned with the way teams already work.

In line with backup best practice, 爆料tv鈥檚 backup solution isn鈥檛 installed inside Salesforce. Your backups are stored securely in the same AWS data centers trusted by Salesforce, but storage and access is kept separate from Salesforce itself.

Each 爆料tv backup snapshot captures data and metadata together 鈥� not just records, but the configuration that defines how your org works. This includes:

• Custom objects and fields
• Page layouts
• Apex classes and triggers
• Flows and automation
• Permission sets and profiles

Because these elements are captured in sync, your backups reflect a true, holistic state of your org at a given point in time, making restores more consistent and predictable.

爆料tv鈥檚 backup and restore solution also offers standard daily backups for all objects, plus high-frequency hourly backups for whichever objects you consider especially critical, such as opportunities, cases, and leads. You can also run on-demand backups before any high-risk operation. This allows teams to achieve a recovery point objective (RPO) as low as one hour.

How to back up Salesforce

Backing up your Salesforce orgs in 爆料tv is a simple, guided process.

1. Select your Salesforce organization

From the Backup & Archiving section of 爆料tv, select Data backup jobs. Click Create job in the top right corner and choose between daily or hourly backups.

Select an org that you鈥檝e authorized from the dropdown, give your backup job a name, and configure when the job should run.

2. Select the objects you want to back up

By default, 爆料tv suggests a set of recommended objects you could back up, leaving aside objects that most teams won鈥檛 find valuable and will create noise in your backup monitoring. But you can include or remove any objects, based on your requirements.

爆料tv will then guide you through permissions setup, both within Salesforce to make sure the backups function as you expect, and within 爆料tv to balance protection and collaboration.

3. Set up backup notifications

Finally, choose when and how you would like to be notified of backup job runs 鈥� whether it鈥檚 for every run, or only if the job fails.

Back up on demand

You can back up your org on demand any time, either from the main backup page showing all your backup jobs or from the backup history for each job.

Set up smart alerts

Configure alerts that will trigger when unusual changes happen in your org鈥檚 data, dramatically reducing your time to discover an issue.

Security, compliance, and data residency

Your backups need to be secure and compliant. 爆料tv uses enterprise-grade encryption, and gives you the tools you need for compliance requirements.

• Encryption standards: 爆料tv encrypts your data in transit using the latest SSL standards and at rest using one of the strongest block ciphers available to encrypt your data, 256-bit Advanced Encryption Standard (AES-256). It also supports Bring Your Own Key (BYOK) encryption for customers who require full control over their encryption keys.
• Data residency for compliance: Where your backup data is stored can be critical for meeting data sovereignty or GDPR obligations. 爆料tv allows you to choose your backup storage region: US, EU, Canada, or Australia.
• Compliance: 爆料tv holds ISO 27001 certification. It also offers a Business Associate Agreement (BAA) for HIPAA compliance.
• Access control and audit trails: Strong governance depends on knowing exactly who can access backups and what actions they take. 爆料tv offers role-based permissions and audit trails showing who restored what and when. 爆料tv extends this with the ability to perform targeted deletions across backup history, supporting compliance with 鈥渞ight to erasure鈥� requests.
• Retention policies: 爆料tv allows you to configure your retention policy to align with compliance requirements.

What happens when you need to restore lost data?

It鈥檚 one thing to have backups. It鈥檚 another thing to actually use them to get your Salesforce org back to the state it was in before a problem occurred. The restore process and the challenges along the way depend heavily on the backup method you鈥檙e using.

If records are accidentally deleted, you can open the Salesforce Backup app, select the relevant backup snapshot, choose the records you want, and click Restore. In simple cases, this works quickly.

Meanwhile, if you鈥檙e using Data Export Service, the restore process is more hands-on:

• Map fields carefully before reimporting with Data Loader.
• Restore parent objects before child objects so relationships remain intact.
• Disable all automation to avoid triggers or Flows from running mid-restore.
• Manually match External IDs if you want records to align with other systems.

This process is painfully slow, and every manual step increases the risk of errors.

Restore with intuitive workflows

爆料tv鈥檚 workflows for restoring data and metadata are intuitive and user-friendly. With complete visibility over the process, you won鈥檛 risk blind overwrites, guesswork, and unexpected side effects.

爆料tv has four restore workflows to cover every scenario:

• Restore records with all dependent child objects 鈥� ideal when recovering a deleted parent record, ensuring all related records are restored in a single action.
• Restore specific fields only 鈥� perfect for scenarios like a mass email update gone wrong, allowing you to roll back just the affected field while keeping other valid changes intact.
• Restore records without dependencies 鈥� the fastest option when you just need to replace a few records and no related data is involved.
• Restore to multiple objects with complex filtering 鈥� for targeted recoveries across multiple objects, with fine-tuned filters to include exactly what you need.

For any restore, you can preview the exact restore plan, confirm the scope, and proceed knowing there will be no surprises or unintended changes. 爆料tv also includes search across your entire backup history, allowing you to quickly find specific records and restore them without trawling through complete snapshots.

Discover data loss immediately

Restoring after an incident takes time, but noticing an incident can take even longer if there鈥檚 no monitoring in place.

爆料tv offers smart alerts that trigger when unusual changes occur 鈥� for example, more than 100 contacts being deleted in a short period. Backup job monitoring flags failures or anomalies, and proactive notifications reduce the time between an incident occurring and your team responding.

DevOps integration advantages

One challenge for disaster recovery is real-life incidents are (hopefully) infrequent and unplanned. That means the teams working on restoration can be unfamiliar with the tooling and process they鈥檙e using.

Regular disaster recovery testing is part of the answer, so that teams can at least remember working through the process once. But a much better way is possible.

Teams using 爆料tv鈥檚 full platform can go into their restore process feeling totally confident and familiar with the process, because it鈥檚 similar to their everyday deployment and sandbox seeding workflows. Salesforce teams are moving data and metadata between environments all the time. Why use a different tool when it comes to the most critical moment of restoring from backups?

There are other advantages that come from treating backups as part of DevOps. It鈥檚 easy to back up on demand right before a release, or at least check there鈥檚 a recent backup. You get integrated monitoring of data and metadata changes in one place. And you only deal with one vendor, which means lower costs, fewer legal, compliance and security checks, and less complexity for the team.

Why 爆料tv is the strategic choice for long-term Salesforce success

It just takes one serious incident to discover that investing in a proper backup solution pays off. And it鈥檚 a question of when not if: 47% of businesses saw Salesforce data or metadata loss last year. Salesforce is a critical business platform, and your backup strategy should match that importance.

With 爆料tv, you get the broadest protection of your Salesforce orgs, secure and compliant storage, and crucially the best possible performance for disaster recovery. Book a demo with our backup experts to see exactly how 爆料tv can handle your specific requirements and restore scenarios.