Salesforce Data Protection Best Practices
Create a Backup Set for One Salesforce Admin User
To ensure that all data is protected and restored, create a backup set for one Salesforce admin user who has a System Administrator profile or an equivalent profile.
Select the Option to Sync to a Catalog Database
We recommend that you select the option to sync to a catalog database for backup sets (Add Salesforce backup set page, Backup Options, Sync To Database check box), and that you have administrators manage the catalog database.
Verify the Connection to Salesforce
When you perform any of the following operations, click Test Connection to verify that you can connect to Salesforce or the local database:
- Creating an app
- Creating a backup set
- Performing a restore operation to the database, or Salesforce
Use the Simple Recovery Model for the SQL Database
We recommend that you use the SQL Simple Recovery Model for the SQL database so that the disk does not get filled up with transaction logs during backup operations.
Restoring Incremental Backups
If you restore the data to a database, or the Salesforce cloud, and you changed data during the full backup, then you might need to restore additional incremental jobs so that you minimize data inconsistencies.
Schedule Daily Incremental Backups
The Salesforce replication API does not hold changes more than 30 days, so schedule daily incremental jobs.
Use the following schedule strategy because the catalog/sync database only contains the latest data cycle:
- Schedule daily incremental backups
- Schedule monthly or quarterly full backups depending on your RPO
Last modified: 1/9/2019 10:22:10 PM